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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
226
Daymark Wealth Partners
Ohio
$788K -$28.8K -480 -4%
CFA
227
CWS Financial Advisors
Michigan
$776K
SIS
228
Sound Income Strategies
Florida
$776K +$498K +8,310 +189%
WIP
229
WealthCare Investment Partners
Rhode Island
$774K -$79.5K -1,326 -9%
SF
230
Synovus Financial
Georgia
$770K -$758K -12,636 -50%
LWP
231
Laurel Wealth Planning
Minnesota
$769K
CWM
232
Cornerstone Wealth Management
Missouri
$760K +$720 +12 +0.1%
SWA
233
Sax Wealth Advisors
New Jersey
$742K
SWA
234
Stratos Wealth Advisors
Ohio
$734K +$132K +2,202 +22%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$732K +$69.8K +1,164 +11%
SOS
236
Silver Oak Securities
Tennessee
$731K +$172K +2,862 +32%
BFAG
237
Blackston Financial Advisory Group
Florida
$731K -$48.9K -816 -6%
MWA
238
Monograph Wealth Advisors
California
$716K
FIA
239
Foundations Investment Advisors
Arizona
$685K +$98.2K +1,638 +17%
IWM
240
IHT Wealth Management
Illinois
$678K -$359K -5,982 -35%
BAM
241
Belpointe Asset Management
Nevada
$671K -$5.04K -84 -0.7%
FPAS
242
Focus Partners Advisor Solutions
Missouri
$663K +$25.6K +426 +4%
VA
243
Vident Advisory
Georgia
$655K +$322K +5,370 +100%
AI
244
Accredited Investors
Minnesota
$654K
AIC
245
Archer Investment Corporation
Indiana
$646K
CFD
246
Creative Financial Designs
Indiana
$646K -$146K -2,442 -19%
FW
247
Fairway Wealth
Ohio
$642K +$399K +6,660 +173%
TL
248
Tradewinds LLC
North Carolina
$640K +$43.2K +720 +8%
CSP
249
Cary Street Partners
Virginia
$639K +$628K +10,464 New
Bank of New York Mellon
250
Bank of New York Mellon
New York
$634K -$79.5K -1,326 -11%