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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
$578K – – –
CA
227
CapWealth Advisors
Tennessee
$574K +$554K +9,978 New
FCH
228
Freestone Capital Holdings
Washington
$571K – – –
BCI
229
Brinker Capital Investments
Pennsylvania
$566K -$22.6K -408 -4%
OPS
230
Orion Portfolio Solutions
Nebraska
$566K -$22.6K -408 -4%
SWA
231
Stratos Wealth Advisors
Ohio
$566K +$546K +9,834 New
BONH
232
Bank of New Hampshire
New Hampshire
$563K -$6.66K -120 -1%
MW
233
Maia Wealth
Colorado
$560K +$31K +558 +6%
GIA
234
Gladstone Institutional Advisory
Florida
$558K -$13K -234 -2%
CB
235
Cadence Bank
Mississippi
$558K -$13K -234 -2%
FIA
236
Foundations Investment Advisors
Arizona
$552K +$22K +396 +4%
HF
237
Halpern Financial
Virginia
$549K – – –
CB
238
Commerce Bank
Missouri
$547K – – –
AF
239
Allworth Financial
California
$545K +$2.66K +48 +0.5%
AFG
240
Atomi Financial Group
New York
$543K +$4.99K +90 +1%
TL
241
Tradewinds LLC
North Carolina
$541K +$13.3K +240 +3%
NFC
242
Northeast Financial Consultants
Connecticut
$534K +$666 +12 +0.1%
LSA
243
Lion Street Advisors
Texas
$526K – – –
EWA
244
EP Wealth Advisors
California
$520K +$170K +3,060 +51%
SOS
245
Silver Oak Securities
Tennessee
$517K -$16.3K -294 -3%
GAM
246
Gotham Asset Management
New York
$516K +$497K +8,958 New
CCWM
247
Cassaday & Co Wealth Management
Virginia
$511K – – –
JJBC
248
James J. Burns & Company
New York
$500K -$49.9K -900 -9%
PI
249
PFG Investments
New York
$496K +$12K +216 +3%
FC
250
Fairscale Capital
New Hampshire
$495K – – –
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