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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
W
251
Wealthquest
Ohio
$573K – – –
NHC
252
Nicholas Hoffman & Company
Georgia
$571K +$4.36K +72 +0.7%
TL
253
Tradewinds LLC
North Carolina
$570K +$5.82K +96 +0.9%
GWM
254
Geneos Wealth Management
Colorado
$567K +$129K +2,130 +26%
CFD
255
Creative Financial Designs
Indiana
$566K -$25.8K -426 -4%
AFG
256
Atomi Financial Group
New York
$564K +$40.4K +666 +7%
RA
257
Rodgers & Associates
Pennsylvania
$562K +$10.9K +180 +2%
GT
258
Greenleaf Trust
Michigan
$560K – – –
PI
259
PFG Investments
New York
$558K +$70.2K +1,158 +13%
CSP
260
Cary Street Partners
Virginia
$558K -$27.6K -456 -4%
CA
261
CapWealth Advisors
Tennessee
$556K – – –
LSA
262
Lion Street Advisors
Texas
$527K +$7.27K +120 +1%
ARC
263
Advisor Resource Council
Texas
$523K +$569K +9,384 New
NFC
264
Northeast Financial Consultants
Connecticut
$519K +$727 +12 +0.1%
MG
265
Marex Group
$516K – – –
SIC
266
Sterling Investment Counsel
New York
$514K +$559K +9,216 New
MSFS
267
Main Street Financial Solutions
Pennsylvania
$513K +$77.8K +1,284 +16%
BWM
268
Birchcreek Wealth Management
Ohio
$497K +$68.4K +1,128 +14%
FC
269
Fairscale Capital
New Hampshire
$496K +$18.2K +300 +3%
MSAM
270
Moloney Securities Asset Management
Missouri
$496K +$257K +4,248 +91%
CCWM
271
Cassaday & Co Wealth Management
Virginia
$495K – – –
IA
272
IFP Advisors
Florida
$492K +$60K +990 +13%
JJBC
273
James J. Burns & Company
New York
$485K +$364 +6 +0.1%
AWA
274
Arkadios Wealth Advisors
Georgia
$482K – – –
PPA
275
Pacific Point Advisors
California
$480K – – –
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