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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
351
SageView Advisory Group
California
$247K -$88.2K -1,590 -27%
CWA
352
Clarity Wealth Advisors
California
$247K – – –
FA
353
Flagstar Advisors
New York
$245K – – –
PCFFS
354
Pacific Center for Financial Services
California
$244K – – –
SF
355
Safeguard Financial
Wisconsin
$244K – – –
PSF
356
Pacific Sun Financial
California
$240K – – –
FCA
357
Fortis Capital Advisors
Kansas
$239K +$231K +4,158 New
LWM
358
Liberty Wealth Management
California
$239K -$233K -4,200 -50%
TA
359
TruWealth Advisors
Louisiana
$238K – – –
MPCL
360
My Personal CFO LLC
Washington
$234K +$333 +6 +0.1%
CGFA
361
Colton Groome Financial Advisors
North Carolina
$234K – – –
UCFA
362
United Capital Financial Advisors
Texas
$230K – – –
KLWA
363
Kelly Lawrence W & Associates
California
$230K – – –
SFG
364
SevenBridge Financial Group
Pennsylvania
$229K +$210K +3,780 New
WH
365
Willner & Heller
California
$229K -$50.3K -906 -19%
Members Trust
366
Members Trust
Florida
$228K – – –
LTI
367
Laffer Tengler Investments
Tennessee
$227K – – –
VC
368
Veracity Capital
Georgia
$227K – – –
WA
369
WBH Advisory
Maryland
$226K -$41K -738 -16%
GSEP
370
Golden State Equity Partners
California
$223K +$15K +270 +7%
MWM
371
Merriman Wealth Management
Washington
$223K – – –
FW
372
Fairway Wealth
Ohio
$222K +$214K +3,858 New
DFC
373
DB Fitzpatrick & Co
Idaho
$222K +$16K +288 +8%
HIF
374
Hill Island Financial
Michigan
$222K – – –
SCA
375
Snowden Capital Advisors
New York
$221K +$213K +3,834 New