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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1951
Heritage Wealth Advisors
Virginia
$167K +$90.4K +1,644 +130%
MWA
1952
Moser Wealth Advisors
Washington
$163K +$90.7K +1,650 +138%
MSFP
1953
Mark Sheptoff Financial Planning
Connecticut
$163K +$66K +1,200 +73%
T
1954
Tidemark
California
$163K +$23.4K +426 +18%
SIC
1955
SJS Investment Consulting
Ohio
$161K +$154K +2,802 New
RA
1956
Ransom Advisory
Rhode Island
$160K +$153K +2,790 New
MAM
1957
MMA Asset Management
Pennsylvania
$159K +$152K +2,772 New
AP
1958
Atwood & Palmer
Missouri
$158K -$144K -2,610 -49%
PP
1959
PrairieView Partners
Minnesota
$158K – – –
SNB
1960
Security National Bank
Nebraska
$155K -$64.3K -1,170 -30%
HPIA
1961
Hamilton Point Investment Advisors
North Carolina
$154K -$9.9K -180 -6%
MCA
1962
Maryland Capital Advisors
Maryland
$146K +$13.9K +252 +11%
PWMG
1963
Private Wealth Management Group
New Jersey
$146K – – –
PA
1964
Pineridge Advisors
Missouri
$145K +$17.5K +318 +14%
DSC
1965
Duncker Streett & Co
Missouri
$145K – – –
WPA
1966
West Paces Advisors
Georgia
$143K +$10.9K +198 +9%
LWA
1967
Lowe Wealth Advisors
Maryland
$141K -$82.5K -1,500 -38%
MIM
1968
Macroview Investment Management
Maryland
$140K – – –
CYG
1969
Clean Yield Group
Vermont
$139K -$33K -600 -20%
POIA
1970
Pin Oak Investment Advisors
Texas
$136K – – –
RCM
1971
Richardson Capital Management
Wisconsin
$134K -$11.2K -204 -8%
S
1972
Sachetta
Massachusetts
$133K – – –
BIA
1973
Bell Investment Advisors
California
$132K – – –
BSB
1974
Bangor Savings Bank
Maine
$130K – – –
KHC
1975
Koesten Hirschmann & Crabtree
Kansas
$128K – – –
77 78
79
80 81