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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
1951
GW&K Investment Management
Massachusetts
$62K – – –
OHWP
1952
Oak Harbor Wealth Partners
North Carolina
$60.6K – – –
FMB
1953
Field & Main Bank
Kentucky
$60.6K – – –
RLIM
1954
Red Lighthouse Investment Management
New York
$59.4K – – –
MPWT
1955
MassMutual Private Wealth & Trust
Connecticut
$58.4K +$24.9K +516 +84%
CBT
1956
CoreFirst Bank & Trust
Kansas
$57.8K – – –
CHC
1957
City Holding Co
West Virginia
$57.8K – – –
AGWCA
1958
Annis Gardner Whiting Capital Advisors
Florida
$57.5K – – –
KA
1959
Kozak & Associates
Colorado
$57.3K +$53K +1,098 New
GWM
1960
Grand Wealth Management
Michigan
$56.3K – – –
BLC
1961
Brown, Lisle/Cummings
Rhode Island
$54.1K – – –
ASBI
1962
American State Bank (Iowa)
Iowa
$52.9K – – –
BAM
1963
Bellevue Asset Management
Washington
$50.8K +$290 +6 +0.6%
SC
1964
SouthState Corp
Florida
$50.4K +$37.1K +768 +376%
MFT
1965
Moisand Fitzgerald Tamayo
Florida
$49.4K -$24.9K -516 -35%
PAI
1966
Pittenger & Anderson Inc
Nebraska
$46.6K -$14.5K -300 -25%
TCM
1967
Tradewinds Capital Management
Washington
$46.6K -$8.11K -168 -16%
MMG
1968
Monetary Management Group
Missouri
$46.6K – – –
BBPWM
1969
Blue Bell Private Wealth Management
Pennsylvania
$45.7K +$2.61K +54 +7%
EWA
1970
Elevate Wealth Advisory
Georgia
$45.1K +$42K +870 New
AFS
1971
Annapolis Financial Services
Maryland
$44.8K +$14.8K +306 +55%
MBFW
1972
Morton Brown Family Wealth
Pennsylvania
$44.5K – – –
CICI
1973
Capital Investment Counsel Inc
North Carolina
$44.1K – – –
MWM
1974
Mascoma Wealth Management
New Hampshire
$42.9K – – –
AWM
1975
Avondale Wealth Management
Texas
$41.3K – – –
77 78
79
80 81