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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1976
Guidance Point Advisors
Massachusetts
$212K -$76.3K -1,308 -28%
GPWA
1977
Great Point Wealth Advisors
Massachusetts
$211K +$197K +3,384 New
EP
1978
Essential Planning
New Hampshire
$209K +$196K +3,354 New
FCM
1979
Family Capital Management
Michigan
$209K +$196K +3,354 New
CISOA
1980
Capital Investment Services of America
Wisconsin
$209K +$195K +3,348 New
IA
1981
Inspire Advisors
Idaho
$208K +$195K +3,342 New
RS
1982
Retirement Solution
Washington
$208K +$195K +3,342 New
AF
1983
Arrow Financial
New York
$208K – – –
GM
1984
Granger Management
New York
$206K +$193K +3,306 New
CA
1985
Carson Advisory
Georgia
$206K +$193K +3,306 New
OAM
1986
Oak Asset Management
California
$206K +$193K +3,306 New
CWA
1987
CJM Wealth Advisers
Virginia
$206K +$191K +3,276 New
JWBC
1988
J.W. Burns & Co
New York
$205K +$192K +3,294 New
T
1989
Tidemark
California
$205K +$26.2K +450 +16%
SCM
1990
Stonehearth Capital Management
Massachusetts
$205K +$192K +3,288 New
TFA
1991
Teamwork Financial Advisors
Texas
$205K +$192K +3,288 New
SIS
1992
Sound Income Strategies
Florida
$205K -$21.7K -372 -10%
CG
1993
Corundum Group
Colorado
$205K +$191K +3,282 New
DJYG
1994
David J. Yvars Group
Florida
$205K +$191K +3,282 New
RWP
1995
Ridgecrest Wealth Partners
California
$203K +$190K +3,258 New
1SB
1996
1ST Source Bank
Indiana
$203K +$190K +3,252 New
CWM
1997
Core Wealth Management
Florida
$202K +$189K +3,246 New
PGF
1998
Plan Group Financial
Oklahoma
$202K +$189K +3,240 New
TIM
1999
Tortoise Investment Management
New York
$202K -$6.65K -114 -3%
CPC
2000
Cookson Peirce & Co
Pennsylvania
$201K +$188K +3,222 New
78 79
80
81 82