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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
501
LifeGoal Wealth Advisors
New York
$229K -$45.6K -630 -16%
DIM
502
Delta Investment Management
California
$228K – – –
SWASL
503
Spartan Wealth Advisory Services LLC
Michigan
$225K +$240K +3,318 New
CTC
504
Central Trust Company
Missouri
$225K – – –
NSAM
505
North Star Asset Management
Wisconsin
$221K -$2.17K -30 -0.9%
BA
506
Bridgewater Advisors
New York
$218K +$1.15M +15,840 New
EWM
507
Elevation Wealth Management
Minnesota
$216K +$229K +3,174 New
AFP
508
Ausdal Financial Partners
Iowa
$215K +$14.8K +204 +7%
BP
509
Ballentine Partners
Massachusetts
$214K – – –
CWP
510
Concord Wealth Partners
Virginia
$213K – – –
USCWA
511
U.S. Capital Wealth Advisors
Texas
$212K -$4.34K -60 -2%
SWP
512
Sagespring Wealth Partners
Tennessee
$211K -$20.4K -282 -8%
AWAG
513
ARS Wealth Advisors Group
Florida
$210K -$24.3K -336 -10%
VC
514
Veracity Capital
Georgia
$210K -$1.3K -18 -0.6%
NP
515
NorthRock Partners
Minnesota
$210K +$1.12M +15,492 +509%
SOS
516
Silver Oak Securities
Tennessee
$209K -$661K -9,144 -75%
CD
517
Chapin Davis
Maryland
$208K – – –
ANTB
518
AMG National Trust Bank
Colorado
$206K – – –
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$206K +$868 +12 +0.4%
AUB
520
Atlantic Union Bankshares
Virginia
$205K +$2.6K +36 +1%
OAM
521
Occidental Asset Management
California
$205K – – –
BEAM
522
Baker Ellis Asset Management
Washington
$205K +$868 +12 +0.4%
LIA
523
LBMC Investment Advisors
Tennessee
$204K – – –
CAP
524
Cordoba Advisory Partners
New York
$204K – – –
BIA
525
BHK Investment Advisors
Alabama
$204K – – –
19 20
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