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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1976
Colony Family Offices
North Carolina
$323K -$247K -3,666 -41%
MWA
1977
Moser Wealth Advisors
Washington
$323K +$102K +1,506 +40%
BFP
1978
Beacon Financial Planning
Massachusetts
$322K +$405 +6 +0.1%
CIG
1979
Cascade Investment Group
Colorado
$321K – – –
OWM
1980
Opes Wealth Management
California
$321K – – –
WTFG
1981
Wells Trecaso Financial Group
Ohio
$320K +$2.43K +36 +0.7%
TC
1982
Truvestments Capital
Florida
$319K +$809 +12 +0.2%
TMWM
1983
Taylor & Morgan Wealth Management
Michigan
$319K – – –
WCP
1984
Wealthcare Capital Partners
Pennsylvania
$319K +$33.6K +498 +11%
DAC
1985
Dividend Assets Capital
South Carolina
$319K – – –
FWMP
1986
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$319K – – –
FFO
1987
Fiduciary Family Office
Florida
$317K +$346K +5,130 New
SCA
1988
Sulzberger Capital Advisors
Florida
$317K -$44.9K -666 -12%
FWM
1989
FLP Wealth Management
Arkansas
$316K -$252K -3,738 -42%
DBRC
1990
D.B. Root & Company
Pennsylvania
$314K +$405 +6 +0.1%
EIA
1991
Eastover Investment Advisors
North Carolina
$314K -$26.3K -390 -7%
NW
1992
Naviter Wealth
Arkansas
$312K +$18.6K +276 +6%
MSG
1993
Main Street Group
Virginia
$312K – – –
PIM
1994
Pullen Investment Management
Florida
$312K – – –
SCA
1995
St. Clair Advisors
Ohio
$312K -$201K -2,988 -37%
FSA
1996
Financial Security Advisor
Virginia
$312K – – –
MFA
1997
Morling Financial Advisors
California
$311K -$60.7K -900 -15%
RRA
1998
Round Rock Advisors
Connecticut
$310K +$8.9K +132 +3%
MI
1999
Moneywise Inc
Virginia
$310K +$405 +6 +0.1%
FWMM
2000
Foundation Wealth Management (Missouri)
Missouri
$309K – – –
78 79
80
81 82