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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
2026
Moneywise Inc
Virginia
$343K -$19.8K -294 -6%
MYIA
2027
Mount Yale Investment Advisors
Colorado
$342K -$156K -2,316 -32%
FWMM
2028
Foundation Wealth Management (Missouri)
Missouri
$342K – – –
GIM
2029
Goelzer Investment Management
Indiana
$341K +$335K +4,992 New
BW
2030
Bison Wealth
Georgia
$341K +$403 +6 +0.1%
EBT
2031
Enterprise Bank & Trust
Massachusetts
$339K – – –
CMI
2032
Clare Market Investments
Texas
$338K +$333K +4,950 New
MWM
2033
Melfa Wealth Management
Massachusetts
$338K -$20.2K -300 -6%
FFL
2034
Financial Freedom LLC
Ohio
$338K – – –
HIG
2035
Heritage Investment Group
Florida
$338K – – –
BOS
2036
Bank of Stockton
California
$337K -$6.05K -90 -2%
NBT
2037
Northwest Bank & Trust
Iowa
$336K – – –
WP
2038
WealthPLAN Partners
Nebraska
$336K -$315K -4,692 -49%
RRA
2039
Round Rock Advisors
Connecticut
$334K +$47.2K +702 +17%
OPWM
2040
Oxinas Partners Wealth Management
Indiana
$334K -$142K -2,118 -30%
SNBOSCI
2041
Security National Bank of Sioux City Iowa
Iowa
$334K -$8.46K -126 -3%
HA
2042
Huntleigh Advisors
Missouri
$334K +$328K +4,878 New
CPA
2043
Cathy Pareto & Associates
Florida
$334K +$328K +4,878 New
DWS
2044
Dynamic Wealth Strategies
California
$332K -$378K -5,628 -54%
BTWM
2045
Brass Tax Wealth Management
Ohio
$332K +$40.3K +600 +14%
IWP
2046
Innova Wealth Partners
Pennsylvania
$331K +$325K +4,836 New
FCM
2047
Fortis Capital Management
Washington
$330K +$5.24K +78 +2%
BS
2048
Brighton Securities
New York
$330K +$324K +4,824 New
MC
2049
Matisse Capital
Oregon
$330K – – –
SIAG
2050
Safeguard Investment Advisory Group
California
$329K +$18.1K +270 +6%
80 81
82
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