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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
301
Romano Brothers & Co
Illinois
$38K +$39K +1,080 New
AIM
302
Anchor Investment Management
South Carolina
$35.9K
JFG
303
JDM Financial Group
Texas
$33.8K +$34.7K +960 New
PMFA
304
Plante Moran Financial Advisors
Michigan
$33.2K +$650 +18 +2%
LFA
305
Level Financial Advisors
New York
$32K
FHA
306
First Horizon Advisors
Tennessee
$29.8K +$5.2K +144 +21%
AWM
307
Accurate Wealth Management
Florida
$28.9K +$29.5K +816 New
CSWM
308
Cassady Schiller Wealth Management
Ohio
$28.3K -$196K -5,442 -87%
BWM
309
Baystate Wealth Management
Massachusetts
$28K +$28.4K +786 New
JWM
310
Janiczek Wealth Management
Colorado
$26.6K
PO
311
Private Ocean
California
$26.2K +$26.9K +744 New
NA
312
NewEdge Advisors
Louisiana
$25.3K -$204K -5,652 -7%
BC
313
Barrett & Company
Rhode Island
$24.6K
TFA
314
Transamerica Financial Advisors
Florida
$24K +$13.4K +372 +124%
TFGT
315
TS Financial Group (TSFG)
Illinois
$22K -$7.37K -204 -25%
GFWA
316
Grey Fox Wealth Advisors
Delaware
$21.1K +$21.7K +600 New
UB
317
UMB Bank
Missouri
$20K +$20.8K +576 New
GA
318
GoalVest Advisory
New York
$19K +$19.5K +540 New
MHR
319
Matthew Hamilton Rosenberg
$16K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$15.4K
S
321
SignatureFD
Georgia
$14.7K
KFI
322
Key Financial Inc
Pennsylvania
$14.2K
SWM
323
Spire Wealth Management
Virginia
$13K
HFM
324
Hartford Financial Management
Connecticut
$12.2K
PFA
325
Pathway Financial Advisers
Indiana
$12.2K +$12.6K +348 New