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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Evolution Wealth Management
Florida
$36.7K +$39K +540 New
HAP
602
Harbor Asset Planning
Massachusetts
$35.6K – – –
MFT
603
Moisand Fitzgerald Tamayo
Florida
$35.1K – – –
OSNBOA
604
Old Second National Bank of Aurora
Illinois
$34.7K – – –
HWA
605
Heritage Wealth Advisors
Virginia
$34.7K +$36.9K +510 New
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$34.2K – – –
SFG
607
Strive Financial Group
Indiana
$32K – – –
SC
608
SouthState Corp
Florida
$30.4K +$32.5K +450 New
QCG
609
Quadrant Capital Group
Ohio
$30.2K – – –
SS
610
Sunbelt Securities
Texas
$29.8K – – –
CTB
611
Country Trust Bank
Illinois
$28.1K – – –
FP
612
Financial Perspectives
Minnesota
$27.7K – – –
WTC
613
WhitTier Trust Company
Nevada
$26.6K – – –
CTA
614
Colonial Trust Advisors
South Carolina
$24.5K – – –
LAM
615
LOM Asset Management
$24.5K – – –
SRCM
616
Signature Resources Capital Management
California
$22.4K – – –
NRG
617
Nemes Rush Group
Michigan
$20.8K – – –
WBC
618
West Branch Capital
Massachusetts
$20.7K +$434 +6 +2%
WSFS
619
Wilmington Savings Fund Society
Delaware
$20.4K -$4.34K -60 -17%
TFGT
620
TS Financial Group (TSFG)
Illinois
$20K – – –
CFB
621
Cullen/Frost Bankers
Texas
$18.8K +$20K +276 New
RIL
622
Rothschild Investment LLC
Illinois
$17.6K – – –
SIM
623
Synergy Investment Management
Florida
$17.6K +$18.7K +258 New
HHGA
624
Halbert Hargrove Global Advisors
California
$17.5K – – –
CI
625
CX Institutional
Indiana
$17K – – –
23 24
25
26 27