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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2026
Midland Wealth Advisors
Illinois
$343K -$4.03K -60 -1%
MI
2027
Moneywise Inc
Virginia
$343K -$19.8K -294 -6%
MYIA
2028
Mount Yale Investment Advisors
Colorado
$342K -$156K -2,316 -32%
FWMM
2029
Foundation Wealth Management (Missouri)
Missouri
$342K – – –
GIM
2030
Goelzer Investment Management
Indiana
$341K +$335K +4,992 New
BW
2031
Bison Wealth
Georgia
$341K +$403 +6 +0.1%
EBT
2032
Enterprise Bank & Trust
Massachusetts
$339K – – –
CMI
2033
Clare Market Investments
Texas
$338K +$333K +4,950 New
MWM
2034
Melfa Wealth Management
Massachusetts
$338K -$20.2K -300 -6%
FFL
2035
Financial Freedom LLC
Ohio
$338K – – –
HIG
2036
Heritage Investment Group
Florida
$338K – – –
BOS
2037
Bank of Stockton
California
$337K -$6.05K -90 -2%
NBT
2038
Northwest Bank & Trust
Iowa
$336K – – –
WP
2039
WealthPLAN Partners
Nebraska
$336K -$315K -4,692 -49%
RRA
2040
Round Rock Advisors
Connecticut
$334K +$47.2K +702 +17%
OPWM
2041
Oxinas Partners Wealth Management
Indiana
$334K -$142K -2,118 -30%
SNBOSCI
2042
Security National Bank of Sioux City Iowa
Iowa
$334K -$8.46K -126 -3%
HA
2043
Huntleigh Advisors
Missouri
$334K +$328K +4,878 New
CPA
2044
Cathy Pareto & Associates
Florida
$334K +$328K +4,878 New
DWS
2045
Dynamic Wealth Strategies
California
$332K -$378K -5,628 -54%
BTWM
2046
Brass Tax Wealth Management
Ohio
$332K +$40.3K +600 +14%
IWP
2047
Innova Wealth Partners
Pennsylvania
$331K +$325K +4,836 New
FCM
2048
Fortis Capital Management
Washington
$330K +$5.24K +78 +2%
BS
2049
Brighton Securities
New York
$330K +$324K +4,824 New
MC
2050
Matisse Capital
Oregon
$330K – – –
80 81
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