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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
226
Greenleaf Trust
Michigan
$559K – – –
NHC
227
Nicholas Hoffman & Company
Georgia
$558K – – –
GIA
228
Gladstone Institutional Advisory
Florida
$552K +$18.4K +354 +4%
CB
229
Cadence Bank
Mississippi
$552K -$15.9K -306 -3%
FCH
230
Freestone Capital Holdings
Washington
$551K -$14.9K -288 -3%
BONH
231
Bank of New Hampshire
New Hampshire
$550K +$1.87K +36 +0.4%
HF
232
Halpern Financial
Virginia
$537K +$165K +3,174 +49%
JJBC
233
James J. Burns & Company
New York
$532K – – –
CB
234
Commerce Bank
Missouri
$528K -$20.5K -396 -4%
MW
235
Maia Wealth
Colorado
$521K +$468K +9,030 New
AF
236
Allworth Financial
California
$521K -$2.49K -48 -0.5%
AFG
237
Atomi Financial Group
New York
$520K +$485K +9,354 New
SOS
238
Silver Oak Securities
Tennessee
$518K +$63.8K +1,230 +15%
NFC
239
Northeast Financial Consultants
Connecticut
$515K – – –
FIA
240
Foundations Investment Advisors
Arizona
$511K +$20.8K +402 +5%
TL
241
Tradewinds LLC
North Carolina
$510K +$475K +9,168 New
LSA
242
Lion Street Advisors
Texas
$508K +$474K +9,144 New
FC
243
Fairscale Capital
New Hampshire
$496K +$446K +8,592 New
CCWM
244
Cassaday & Co Wealth Management
Virginia
$494K – – –
BAM
245
Belpointe Asset Management
Nevada
$492K +$115K +2,226 +34%
AGA
246
Arkos Global Advisors
Texas
$476K -$21.8K -420 -5%
PI
247
PFG Investments
New York
$467K +$1.56K +30 +0.4%
LWM
248
Liberty Wealth Management
California
$464K +$136M +2,626,518 +54,044%
SWA
249
Sax Wealth Advisors
New Jersey
$455K -$155K -2,994 -27%
HCC
250
Hirtle Callaghan & Co
Pennsylvania
$449K – – –
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