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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
151
Smith & Howard Wealth Management
Georgia
$733K -$6.53K -474 -0.9%
AWMS
152
Advocacy Wealth Management Services
Georgia
$718K +$546K +39,630 +351%
HFS
153
HL Financial Services
Kentucky
$702K -$465K -33,750 -40%
CFA
154
Carroll Financial Associates
North Carolina
$690K – – –
HCA
155
Harbour Capital Advisors
Virginia
$677K – – –
SWM
156
Segment Wealth Management
Texas
$652K – – –
BRWA
157
B. Riley Wealth Advisors
Florida
$641K +$16.5K +1,200 +3%
TH
158
Timber Hill
Connecticut
$630K -$426K -30,948 -41%
CWM
159
Concert Wealth Management
California
$624K +$171K +12,384 +39%
RIA
160
Regal Investment Advisors
Michigan
$614K -$640K -46,464 -52%
PFM
161
Parsec Financial Management
North Carolina
$605K -$769K -55,806 -57%
DY
162
Dowling & Yahnke
California
$596K -$10.7K -780 -2%
CWA
163
Constellation Wealth Advisors
New York
$571K +$557K +40,458 New
WT
164
Whittier Trust
California
$544K – – –
WSTAM
165
Wilbanks Smith & Thomas Asset Management
Virginia
$516K -$10.3K -750 -2%
LNWWM
166
Laird Norton Wetherby Wealth Management
California
$509K +$43.9K +3,186 +10%
SIC
167
SFE Investment Counsel
California
$507K – – –
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$503K – – –
AMG
169
Asset Management Group
Connecticut
$489K +$16.7K +1,212 +4%
CM
170
Capital Management
Virginia
$483K +$1.65K +120 +0.4%
AP
171
Atwood & Palmer
Missouri
$474K +$463K +33,600 New
NSAM
172
North Star Asset Management
Wisconsin
$467K – – –
SIC
173
Salem Investment Counselors
North Carolina
$465K – – –
WG
174
Winchester Group
New York
$456K -$16.5K -1,200 -4%
BFA
175
Bragg Financial Advisors
North Carolina
$449K +$439K +31,830 New
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