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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFCS
576
CDM Financial Counseling Services
Connecticut
$230K +$221K +2,780 New
TI
577
Truepoint Inc
Ohio
$228K +$219K +2,754 New
SWA
578
SOA Wealth Advisors
New York
$225K +$79 +1 +0%
MKW
579
Mullaney, Keating & Wright
Connecticut
$224K +$215K +2,714 New
GM
580
GeoWealth Management
Illinois
$224K +$215K +2,706 New
OFG
581
Opulen Financial Group
Virginia
$222K +$214K +2,690 New
CAS
582
Coppell Advisory Solutions
Texas
$222K +$72.8K +917 New
CAG
583
Carroll Advisory Group
Texas
$222K +$213K +2,682 New
PCG
584
Prosperity Consulting Group
Maryland
$220K +$211K +2,658 New
BA
585
Bridgewater Advisors
New York
$219K -$1.05M -13,200 -83%
Vanguard Personalized Indexing Management
586
Vanguard Personalized Indexing Management
California
$218K +$210K +2,644 New
CWM
587
Chesapeake Wealth Management
Virginia
$218K +$210K +2,640 New
HBS
588
Howard Bailey Securities
Indiana
$218K +$210K +2,640 New
SHWM
589
Smith & Howard Wealth Management
Georgia
$218K -$65.3K -823 -24%
BLC
590
Blue Line Capital
Illinois
$218K +$209K +2,633 New
BWFA
591
Baltimore-Washington Financial Advisors
Maryland
$217K +$208K +2,625 New
MFGM
592
Marshall Financial Group (Maryland)
Maryland
$216K +$207K +2,613 New
WP
593
Westmount Partners
California
$216K +$207K +2,612 New
ZIM
594
Zacks Investment Management
Illinois
$215K -$64.3K -810 -24%
KP
595
Keel Point
Alabama
$214K +$206K +2,592 New
WPC
596
Wedmont Private Capital
Pennsylvania
$214K +$204K +2,568 New
AIA
597
Alternative Investment Advisors
Florida
$213K +$205K +2,580 New
IWA
598
Icon Wealth Advisors
Texas
$213K +$205K +2,580 New
PFA
599
Pure Financial Advisors
California
$212K +$204K +2,567 New
HA
600
Hanover Advisors
South Carolina
$212K +$203K +2,563 New