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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1976
RDA Financial Network
Iowa
$537K -$16.1K -198 -3%
CIS
1977
Continental Investors Services
Washington
$537K -$10.2K -126 -2%
WPA
1978
West Paces Advisors
Georgia
$536K +$288K +3,552 +117%
SSA
1979
Sierra Summit Advisors
Nevada
$536K +$8.28K +102 +2%
TWM
1980
Topsail Wealth Management
North Carolina
$535K – – –
JWM
1981
JGP Wealth Management
Oregon
$535K +$17K +210 +3%
OWM
1982
Opes Wealth Management
California
$534K – – –
CFG
1983
Chapman Financial Group
Hawaii
$533K – – –
JDLA
1984
J. Derek Lewis & Associates
California
$533K +$532K +6,552 New
OHWP
1985
Oak Harbor Wealth Partners
North Carolina
$533K +$234K +2,880 +78%
LTI
1986
Laffer Tengler Investments
Tennessee
$532K – – –
FDDB
1987
Fidelity D&D Bancorp
Pennsylvania
$531K -$6.33K -78 -1%
SWM
1988
StoneCrest Wealth Management
Arizona
$530K -$36K -444 -6%
WMWM
1989
Whitaker-Myers Wealth Managers
Ohio
$529K -$13.6K -168 -3%
FNT
1990
First Nebraska Trust
Nebraska
$529K – – –
MFG
1991
MidWestOne Financial Group
Iowa
$527K -$230K -2,832 -30%
CISOA
1992
Capital Investment Services of America
Wisconsin
$525K -$67.7K -834 -11%
GT
1993
GreatBanc Trust
Illinois
$524K – – –
IIA
1994
Integrity Investment Advisors
Colorado
$524K +$179K +2,202 +52%
HBW
1995
Hazlett, Burt & Watson
West Virginia
$524K +$67.2K +828 +15%
AEPWM
1996
Atlantic Edge Private Wealth Management
Florida
$523K -$947K -11,670 -64%
OA
1997
Oxbow Advisors
Texas
$522K +$7.3K +90 +1%
VFG
1998
Victory Financial Group
Texas
$521K +$123K +1,512 +31%
CW
1999
Cedarwood Wealth
Colorado
$521K +$521K +6,420 New
FBC
2000
Fairfield, Bush & Co
Connecticut
$521K +$487 +6 +0.1%
78 79
80
81 82