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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
1976
Denver PWM
Colorado
$537K – – –
RRWA
1977
Rainey & Randall Wealth Advisors
Florida
$537K – – –
NWMG
1978
National Wealth Management Group
Ohio
$537K +$8.77K +108 +2%
RFN
1979
RDA Financial Network
Iowa
$537K -$16.1K -198 -3%
CIS
1980
Continental Investors Services
Washington
$537K -$10.2K -126 -2%
WPA
1981
West Paces Advisors
Georgia
$536K +$288K +3,552 +117%
SSA
1982
Sierra Summit Advisors
Nevada
$536K +$8.28K +102 +2%
TWM
1983
Topsail Wealth Management
North Carolina
$535K – – –
JWM
1984
JGP Wealth Management
Oregon
$535K +$17K +210 +3%
OWM
1985
Opes Wealth Management
California
$534K – – –
CFG
1986
Chapman Financial Group
Hawaii
$533K – – –
JDLA
1987
J. Derek Lewis & Associates
California
$533K +$532K +6,552 New
OHWP
1988
Oak Harbor Wealth Partners
North Carolina
$533K +$234K +2,880 +78%
LTI
1989
Laffer Tengler Investments
Tennessee
$532K – – –
FDDB
1990
Fidelity D&D Bancorp
Pennsylvania
$531K -$6.33K -78 -1%
SWM
1991
StoneCrest Wealth Management
Arizona
$530K -$36K -444 -6%
WMWM
1992
Whitaker-Myers Wealth Managers
Ohio
$529K -$13.6K -168 -3%
AI
1993
Atomic Invest
New York
$529K +$524K +6,456 New
FNT
1994
First Nebraska Trust
Nebraska
$529K – – –
MFG
1995
MidWestOne Financial Group
Iowa
$527K -$230K -2,832 -30%
CISOA
1996
Capital Investment Services of America
Wisconsin
$525K -$67.7K -834 -11%
GT
1997
GreatBanc Trust
Illinois
$524K – – –
IIA
1998
Integrity Investment Advisors
Colorado
$524K +$179K +2,202 +52%
HBW
1999
Hazlett, Burt & Watson
West Virginia
$524K +$67.2K +828 +15%
AEPWM
2000
Atlantic Edge Private Wealth Management
Florida
$523K -$947K -11,670 -64%