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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1976
TriaGen Wealth Management
California
$577K – – –
SPC
1977
Spirepoint Private Client
Florida
$576K +$39.5K +470 +8%
CGH
1978
CMG Global Holdings
Texas
$576K +$563K +6,690 New
FNT
1979
First Nebraska Trust
Nebraska
$574K +$13.1K +156 +2%
FPW
1980
Flywheel Private Wealth
California
$573K +$84K +998 +18%
IA
1981
Invested Advisors
Pennsylvania
$573K +$559K +6,649 New
PC
1982
Payne Capital
Oregon
$573K – – –
SFA
1983
Salus Financial Advisors
Colorado
$572K – – –
WT
1984
Washington Trust
Rhode Island
$571K – – –
SIG
1985
Sargent Investment Group
Maryland
$569K +$84 +1 +0%
RRWA
1986
Rainey & Randall Wealth Advisors
Florida
$569K – – –
AMBIA
1987
Allen Mooney & Barnes Investment Advisors
Georgia
$568K -$76.1K -904 -12%
ICP
1988
Impact Capital Partners
Colorado
$568K -$259K -3,079 -32%
TCM
1989
Twele Capital Management
Minnesota
$567K -$16.9K -201 -3%
JWM
1990
JGP Wealth Management
Oregon
$567K -$24.7K -294 -4%
TWM
1991
Topsail Wealth Management
North Carolina
$567K – – –
PA
1992
PW Advisors
Florida
$567K -$48.1K -572 -8%
WF
1993
Welch & Forbes
Massachusetts
$566K +$14.1K +168 +3%
FVWA
1994
Foster Victor Wealth Advisors
South Carolina
$566K +$35.3K +419 +7%
BOSSRA
1995
B.O.S.S. Retirement Advisors
Utah
$565K +$22.6K +268 +4%
CFG
1996
Chapman Financial Group
Hawaii
$565K – – –
PIN
1997
Prudent Investors Network
California
$564K -$127K -1,506 -19%
LTI
1998
Laffer Tengler Investments
Tennessee
$563K – – –
CIS
1999
Continental Investors Services
Washington
$562K -$3.04M -36,075 -85%
WMWM
2000
Whitaker-Myers Wealth Managers
Ohio
$562K +$3.96K +47 +0.7%
78 79
80
81 82