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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
551
AlphaCore Capital
California
$205K -$15K -204 -7%
RIS
552
Retirement Income Solutions
Michigan
$205K
TI
553
Truepoint Inc
Ohio
$204K -$90.1K -1,224 -31%
TCA
554
Transcend Capital Advisors
New Jersey
$203K -$391K -5,310 -66%
SWA
555
SOA Wealth Advisors
New York
$202K
CMAI
556
Capital Management Associates Inc
Minnesota
$201K +$200K +2,712 New
MKW
557
Mullaney, Keating & Wright
Connecticut
$201K +$200K +2,712 New
GM
558
GeoWealth Management
Illinois
$201K +$199K +2,706 New
CFCS
559
CDM Financial Counseling Services
Connecticut
$200K +$199K +2,700 New
AAP
560
Arax Advisory Partners
Colorado
$199K -$1.63M -22,206 -89%
CVM
561
Cheviot Value Management
California
$197K +$192K +2,610 New
TWC
562
TD Waterhouse Canada
Ontario, Canada
$196K +$186K +2,526 +2,005%
HRC
563
Hoertkorn Richard Charles
$193K +$128K +1,734 +199%
S
564
SignatureFD
Georgia
$187K +$19.9K +270 +12%
GI
565
GAMMA Investing
California
$187K -$5.74K -78 -3%
AF
566
Advisornet Financial
Minnesota
$173K -$5.74K -78 -3%
HPC
567
HM Payson & Co
Maine
$163K
SL
568
Salomon & Ludwin
Virginia
$152K
PFM
569
Phillips Financial Management
Indiana
$151K
RWM
570
Rialto Wealth Management
New York
$149K -$3.09K -42 -2%
FW
571
Fairway Wealth
Ohio
$141K -$4.42K -60 -3%
SMA
572
Sage Mountain Advisors
Georgia
$139K +$109K +1,488 +376%
Bessemer Group
573
Bessemer Group
New Jersey
$131K
BCWM
574
Bartlett & Co Wealth Management
Ohio
$124K +$28.7K +390 +30%
PGAM
575
Princeton Global Asset Management
New Jersey
$117K