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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
551
Occidental Asset Management
California
$250K +$1.51K +19 +0.6%
AUB
552
Atlantic Union Bankshares
Virginia
$250K – – –
BEAM
553
Baker Ellis Asset Management
Washington
$249K – – –
LIA
554
LBMC Investment Advisors
Tennessee
$249K +$397 +5 +0.2%
BIA
555
BHK Investment Advisors
Alabama
$248K – – –
SAW
556
Signal Advisors Wealth
Michigan
$248K +$238K +2,998 New
RF
557
Robinswood Financial
Washington
$245K -$476 -6 -0.2%
MA
558
MCF Advisors
Kentucky
$245K +$4.6K +58 +2%
SFWA
559
Summit Financial Wealth Advisors
Louisiana
$244K +$234K +2,952 New
GPWA
560
Great Point Wealth Advisors
Massachusetts
$240K +$231K +2,910 New
AFG
561
Artesa Financial Group
Texas
$239K +$230K +2,893 New
OGC
562
Oak Grove Capital
New Hampshire
$239K +$229K +2,891 New
LFA
563
Lauterbach Financial Advisors
Texas
$236K +$226K +2,853 New
VC
564
Veracity Capital
Georgia
$235K -$19.7K -248 -8%
CPWL
565
Coquina Private Wealth LLC
Florida
$235K +$226K +2,842 New
VBFP
566
Valtinson Bruner Financial Planning
Minnesota
$233K +$224K +2,826 New
MAM
567
Mullooly Asset Management
New Jersey
$231K +$222K +2,802 New
LA
568
Legacy Advisors
Pennsylvania
$230K +$221K +2,784 New
GIA
569
GHP Investment Advisors
Colorado
$230K -$79 -1 -0%
CFCS
570
CDM Financial Counseling Services
Connecticut
$230K +$221K +2,780 New
TI
571
Truepoint Inc
Ohio
$228K +$219K +2,754 New
SWA
572
SOA Wealth Advisors
New York
$225K +$79 +1 +0%
MKW
573
Mullaney, Keating & Wright
Connecticut
$224K +$215K +2,714 New
GM
574
GeoWealth Management
Illinois
$224K +$215K +2,706 New
OFG
575
Opulen Financial Group
Virginia
$222K +$214K +2,690 New
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