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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
2026
Redwood Wealth Management Group
New Jersey
$138K +$129K +2,220 New
PCMC
2027
Planning Capital Management Corporation
Pennsylvania
$138K +$129K +2,214 New
CMBA
2028
C.M. Bidwell & Associates
Hawaii
$131K – – –
BEI
2029
Benjamin Edwards Inc
Missouri
$131K -$4.2K -72 -3%
FFC
2030
First Financial Corp
Indiana
$130K – – –
KHC
2031
Koesten Hirschmann & Crabtree
Kansas
$128K – – –
CICI
2032
Capital Investment Counsel Inc
North Carolina
$128K +$69.6K +1,194 +140%
FCMT
2033
Founders Capital Management (Texas)
Texas
$121K – – –
RS
2034
Rakuten Securities
Japan
$119K -$215K -3,684 -66%
USB
2035
Union Savings Bank
Connecticut
$118K – – –
CT
2036
Clearstead Trust
Maine
$117K – – –
POIA
2037
Pin Oak Investment Advisors
Texas
$116K -$29.7K -510 -22%
PA
2038
Pineridge Advisors
Missouri
$116K -$38.5K -660 -26%
LFA
2039
LGT Financial Advisors
Texas
$112K – – –
OWA
2040
Opal Wealth Advisors
New York
$110K +$35.7K +612 +53%
WWM
2041
Wolff Wiese Magana
California
$107K – – –
BCPWM
2042
Bradley & Co Private Wealth Management
Florida
$106K – – –
EDRH
2043
Edmond de Rothschild Holding
Switzerland
$103K – – –
FPFS
2044
First Personal Financial Services
North Carolina
$102K +$74.9K +1,284 +357%
MSFP
2045
Mark Sheptoff Financial Planning
Connecticut
$102K -$70K -1,200 -42%
CJ
2046
Caitlin John
Michigan
$102K – – –
BCA
2047
Bray Capital Advisors
Florida
$99.3K – – –
KB
2048
Kimelman & Baird
New York
$97.6K +$91.3K +1,566 New
HR
2049
Howe & Rusling
New York
$93.5K -$95.2K -1,632 -52%
OSNBOA
2050
Old Second National Bank of Aurora
Illinois
$92.4K – – –
80 81
82
83 84