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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1976
Opes Wealth Management
California
$321K – – –
WTFG
1977
Wells Trecaso Financial Group
Ohio
$320K +$2.43K +36 +0.7%
TC
1978
Truvestments Capital
Florida
$319K +$809 +12 +0.2%
TMWM
1979
Taylor & Morgan Wealth Management
Michigan
$319K – – –
WCP
1980
Wealthcare Capital Partners
Pennsylvania
$319K +$33.6K +498 +11%
DAC
1981
Dividend Assets Capital
South Carolina
$319K – – –
FWMP
1982
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$319K – – –
FFO
1983
Fiduciary Family Office
Florida
$317K +$346K +5,130 New
SCA
1984
Sulzberger Capital Advisors
Florida
$317K -$44.9K -666 -12%
FWM
1985
FLP Wealth Management
Arkansas
$316K -$252K -3,738 -42%
DBRC
1986
D.B. Root & Company
Pennsylvania
$314K +$405 +6 +0.1%
EIA
1987
Eastover Investment Advisors
North Carolina
$314K -$26.3K -390 -7%
NW
1988
Naviter Wealth
Arkansas
$312K +$18.6K +276 +6%
MSG
1989
Main Street Group
Virginia
$312K – – –
PIM
1990
Pullen Investment Management
Florida
$312K – – –
SCA
1991
St. Clair Advisors
Ohio
$312K -$201K -2,988 -37%
FSA
1992
Financial Security Advisor
Virginia
$312K – – –
MFA
1993
Morling Financial Advisors
California
$311K -$60.7K -900 -15%
RRA
1994
Round Rock Advisors
Connecticut
$310K +$8.9K +132 +3%
MI
1995
Moneywise Inc
Virginia
$310K +$405 +6 +0.1%
FWMM
1996
Foundation Wealth Management (Missouri)
Missouri
$309K – – –
CMI
1997
Clare Market Investments
Texas
$306K – – –
EBT
1998
Enterprise Bank & Trust
Massachusetts
$306K – – –
MWM
1999
Melfa Wealth Management
Massachusetts
$306K – – –
FFL
2000
Financial Freedom LLC
Ohio
$305K +$405 +6 +0.1%
78 79
80
81 82