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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Advisornet Financial
Minnesota
$61.5K – – –
SWA
302
SOA Wealth Advisors
New York
$60.5K – – –
AWM
303
Avior Wealth Management
Nebraska
$58K – – –
CPG
304
Cornerstone Planning Group
New Jersey
$54.4K – – –
BC
305
Bartlett & Co
Ohio
$53K – – –
BCWM
306
Bartlett & Co Wealth Management
Ohio
$53K – – –
RIA
307
Realta Investment Advisors
Delaware
$50.8K -$48.5K -1,140 -49%
ADL
308
Asset Dedication LLC
California
$50K – – –
NMG
309
New Millennium Group
Utah
$49.6K – – –
PAIM
310
Punch & Associates Investment Management
Minnesota
$46.9K – – –
USB
311
Union Savings Bank
Connecticut
$46.9K – – –
RF
312
Robinswood Financial
Washington
$43.7K +$26.8K +630 +146%
GWSA
313
Global Wealth Strategies & Associates
Colorado
$43.2K +$44.7K +1,050 New
AA
314
AlphaMark Advisors
Kentucky
$43K – – –
GEA
315
Glen Eagle Advisors
New Jersey
$42.6K +$3.57K +84 +9%
JFG
316
JDM Financial Group
Texas
$39.5K – – –
LFA
317
Level Financial Advisors
New York
$37K – – –
PMFA
318
Plante Moran Financial Advisors
Michigan
$36.5K +$3.06K +72 +9%
CSWM
319
Cassady Schiller Wealth Management
Ohio
$33.1K – – –
JWM
320
Janiczek Wealth Management
Colorado
$30.4K – – –
CFGS
321
Concourse Financial Group Securities
Alabama
$29.7K -$42.9K -1,008 -58%
BC
322
Barrett & Company
Rhode Island
$29K – – –
CIA
323
Cape Investment Advisory
Georgia
$26.9K – – –
UB
324
UMB Bank
Missouri
$23.7K – – –
CA
325
Clearstead Advisors
Ohio
$22.3K +$11.5K +270 +100%
11 12
13
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