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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
501
Signature Estate & Investment Advisors
California
$308K -$27.3K -344 -8%
FA
502
Financial Alternatives
California
$307K -$952 -12 -0.3%
OPA
503
Old Port Advisors
Maine
$307K – – –
NSAM
504
North Star Asset Management
Wisconsin
$306K +$35.3K +445 +14%
CMAI
505
Capital Management Associates Inc
Minnesota
$306K +$294K +3,699 New
GWANC
506
Guardian Wealth Advisors (North Carolina)
North Carolina
$304K -$2.54K -32 -0.9%
AWP
507
Accretive Wealth Partners
New Jersey
$303K +$79 +1 +0%
BFA
508
Beaumont Financial Advisors
Massachusetts
$303K – – –
MCM
509
Morton Capital Management
California
$301K +$290K +3,648 New
WS
510
Wedbush Securities
California
$301K +$289K +3,647 New
HWMG
511
Hurlow Wealth Management Group
Indiana
$300K – – –
KA
512
Kovack Advisors
Florida
$300K +$289K +3,646 New
CAG
513
Crestwood Advisors Group
Massachusetts
$300K +$79 +1 +0%
DWM
514
Dopkins Wealth Management
New York
$298K +$79 +1 +0%
SB
515
Strategic Blueprint
Georgia
$298K +$286K +3,604 New
DF
516
Dunhill Financial
United Kingdom
$295K +$159 +2 +0.1%
CAG
517
Csenge Advisory Group
Florida
$295K -$7.7K -97 -3%
BWP
518
Bernardo Wealth Planning
Pennsylvania
$291K -$79 -1 -0%
NL
519
NWAM LLC
Washington
$291K – – –
RS
520
Retirement Solution
Washington
$291K – – –
CWS
521
Confluence Wealth Services
Pennsylvania
$289K +$278K +3,500 New
LWA
522
LifeGoal Wealth Advisors
New York
$288K +$12.9K +163 +5%
HIA
523
Harbor Investment Advisory
Maryland
$288K +$276K +3,481 New
CA
524
Crumly & Associates
Illinois
$287K – – –
SC
525
Scotia Capital
Ontario, Canada
$285K – – –
19 20
21
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