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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
476
Financial Alternatives
California
$254K – – –
OPA
477
Old Port Advisors
Maine
$252K +$269K +3,714 New
GWANC
478
Guardian Wealth Advisors (North Carolina)
North Carolina
$252K +$268K +3,708 New
AWP
479
Accretive Wealth Partners
New Jersey
$250K – – –
BFA
480
Beaumont Financial Advisors
Massachusetts
$249K – – –
CAG
481
Csenge Advisory Group
Florida
$249K -$361K -4,986 -58%
LW
482
Linscomb Wealth
Texas
$248K +$43.4K +600 +20%
HWMG
483
Hurlow Wealth Management Group
Indiana
$247K – – –
CAG
484
Crestwood Advisors Group
Massachusetts
$247K +$262K +3,630 New
DWM
485
Dopkins Wealth Management
New York
$245K – – –
CW
486
Channel Wealth
California
$243K +$12.6K +174 +5%
DF
487
Dunhill Financial
United Kingdom
$243K – – –
BWP
488
Bernardo Wealth Planning
Pennsylvania
$240K – – –
RS
489
Retirement Solution
Washington
$239K – – –
NL
490
NWAM LLC
Washington
$239K +$434 +6 +0.2%
CSIC
491
Clifford Swan Investment Counsel
California
$238K – – –
VC
492
Vestor Capital
Illinois
$238K +$171K +2,370 +208%
CA
493
Crumly & Associates
Illinois
$236K – – –
SHWM
494
Smith & Howard Wealth Management
Georgia
$235K -$37.7K -522 -13%
EPW
495
Evolve Private Wealth
California
$235K +$249K +3,450 New
SC
496
Scotia Capital
Ontario, Canada
$234K – – –
ZIM
497
Zacks Investment Management
Illinois
$232K -$29.1K -402 -11%
PS
498
Principal Securities
Iowa
$230K +$9.11K +126 +4%
PSF
499
Pacific Sun Financial
California
$230K +$8.68K +120 +4%
SFC
500
Sprinkle Financial Consultants
Colorado
$230K +$245K +3,384 New
18 19
20
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