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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1976
American Asset Management
Florida
$432K +$413K +5,400 New
EF
1977
Empowered Funds
Pennsylvania
$431K +$412K +5,388 New
RWS
1978
Resolute Wealth Strategies
Mississippi
$430K +$46.3K +606 +13%
MSWM
1979
McGlone Suttner Wealth Management
Wisconsin
$430K – – –
FS
1980
Ferguson Shapiro
Georgia
$429K – – –
DOA
1981
D'Orazio & Associates
Virginia
$428K -$55K -720 -12%
CVM
1982
Cheviot Value Management
California
$425K – – –
TMWM
1983
Taylor & Morgan Wealth Management
Michigan
$424K +$16.5K +216 +4%
AGP
1984
Autumn Glory Partners
Texas
$423K +$151K +1,980 +60%
MGWA
1985
Monument Group Wealth Advisors
Massachusetts
$423K – – –
CCAL
1986
City Center Advisors LLC
Michigan
$423K +$404K +5,292 New
STA
1987
Smith Thornton Advisors
Alabama
$423K – – –
HFS
1988
Hantz Financial Services
Michigan
$422K +$3.67K +48 +0.9%
DAC
1989
Dividend Assets Capital
South Carolina
$421K – – –
GCM
1990
Gallacher Capital Management
Colorado
$421K +$137K +1,794 +52%
FFP
1991
Forbes Financial Planning
Rhode Island
$421K – – –
FFG
1992
Fortress Financial Group
Minnesota
$420K – – –
GWM
1993
Global Wealth Management
New Jersey
$419K – – –
JSW
1994
Journey Strategic Wealth
New Jersey
$419K -$4.13K -54 -1%
CFG
1995
Carr Financial Group
Massachusetts
$419K – – –
PIN
1996
Prudent Investors Network
California
$418K +$400K +5,232 New
HHGA
1997
Halbert Hargrove Global Advisors
California
$418K -$8.71K -114 -2%
BFP
1998
Beacon Financial Planning
Massachusetts
$417K +$458 +6 +0.1%
GFM
1999
GEN Financial Management
Minnesota
$416K -$27.1K -354 -6%
WTFG
2000
Wells Trecaso Financial Group
Ohio
$416K -$8.25K -108 -2%
78 79
80
81 82