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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
2001
Heritage Investment Group
Florida
$305K – – –
HA
2002
Huntleigh Advisors
Missouri
$305K +$4.05K +60 +1%
MBT
2003
Montecito Bank & Trust
California
$304K -$176K -2,610 -35%
BOS
2004
Bank of Stockton
California
$304K – – –
WP
2005
WealthPLAN Partners
Nebraska
$304K – – –
LCM
2006
LVM Capital Management
Michigan
$303K -$8.09K -120 -2%
HBW
2007
Hazlett, Burt & Watson
West Virginia
$302K -$11.7K -174 -3%
MAWA
2008
Moss Adams Wealth Advisors
Washington
$302K +$15.8K +234 +5%
BFP
2009
Briaud Financial Planning
Texas
$301K +$268K +3,972 +441%
BAMG
2010
Brand Asset Management Group
Missouri
$300K +$17.4K +258 +6%
WSWA
2011
Warren Street Wealth Advisors
California
$300K -$35.6K -528 -10%
DWS
2012
Dynamic Wealth Strategies
California
$300K – – –
IWP
2013
Innova Wealth Partners
Pennsylvania
$299K – – –
MC
2014
Matisse Capital
Oregon
$298K – – –
DP
2015
Divergent Planning
Maryland
$298K – – –
SIAG
2016
Safeguard Investment Advisory Group
California
$298K +$405 +6 +0.1%
JTWM
2017
Jackson Thornton Wealth Management
Alabama
$298K +$70.4K +1,044 +26%
AW
2018
Alaethes Wealth
Nevada
$297K +$106K +1,572 +49%
JJBC
2019
James J. Burns & Company
New York
$297K +$5.26K +78 +2%
AWA
2020
Adapt Wealth Advisors
Georgia
$297K – – –
DQRIM
2021
Dale Q Rice Investment Management
Washington
$297K +$324K +4,800 New
JFL
2022
Jarislowsky, Fraser Ltd
Quebec, Canada
$297K +$324K +4,800 New
CMP
2023
Coston McIsaac & Partners
Maine
$296K +$7.69K +114 +2%
RWS
2024
Resolute Wealth Strategies
Mississippi
$295K +$405 +6 +0.1%
IF
2025
IRON Financial
Illinois
$295K +$405 +6 +0.1%
79 80
81
82 83