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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
2001
Plan Group Financial
Oklahoma
$202K +$189K +3,240 New
TIM
2002
Tortoise Investment Management
New York
$202K -$6.65K -114 -3%
CPC
2003
Cookson Peirce & Co
Pennsylvania
$201K +$188K +3,222 New
PCM
2004
Pennsylvania Capital Management
Pennsylvania
$200K +$187K +3,210 New
SPC
2005
Spirepoint Private Client
Florida
$200K +$187K +3,210 New
ACM
2006
Accent Capital Management
Ohio
$199K +$186K +3,192 New
JPWM
2007
Jamison Private Wealth Management
Georgia
$194K – – –
RA
2008
Ransom Advisory
Rhode Island
$193K +$17.5K +300 +11%
PCWA
2009
Pacific Capital Wealth Advisors
California
$190K -$227K -3,894 -56%
WPA
2010
West Paces Advisors
Georgia
$187K +$29.7K +510 +20%
CPG
2011
Custom Portfolio Group
Colorado
$187K – – –
MSG
2012
Main Street Group
Virginia
$184K -$225K -3,858 -57%
HWA
2013
Heritage Wealth Advisors
Virginia
$181K – – –
S
2014
Sachetta
Massachusetts
$180K +$25.9K +444 +17%
SIC
2015
SJS Investment Consulting
Ohio
$175K – – –
AP
2016
Atwood & Palmer
Missouri
$172K – – –
SNB
2017
Security National Bank
Nebraska
$168K – – –
HPIA
2018
Hamilton Point Investment Advisors
North Carolina
$167K – – –
HH
2019
HWG Holdings
Texas
$166K +$155K +2,664 New
PP
2020
PrairieView Partners
Minnesota
$164K -$6.65K -114 -4%
LWA
2021
Lowe Wealth Advisors
Maryland
$160K +$6.3K +108 +4%
MCA
2022
Maryland Capital Advisors
Maryland
$159K – – –
DSC
2023
Duncker Streett & Co
Missouri
$157K – – –
CYG
2024
Clean Yield Group
Vermont
$151K – – –
RCM
2025
Richardson Capital Management
Wisconsin
$149K +$3.5K +60 +3%
79 80
81
82 83