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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
151
Plante Moran Financial Advisors
Michigan
$25K – – –
MSFP
152
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
SF
153
Synovus Financial
Georgia
$15K – – –
DWM
154
Doyle Wealth Management
Florida
$14K +$14.2K +540 New
MWM
155
Meridian Wealth Management
Kentucky
$11.9K -$375K -14,250 -24%
HFM
156
Hartford Financial Management
Connecticut
$9K – – –
GSWM
157
Golden State Wealth Management
California
$8K – – –
AIM
158
Anchor Investment Management
South Carolina
$5.64K – – –
APA
159
American Portfolios Advisors
New York
$4.35K – – –
AP
160
Atwood & Palmer
Missouri
$4K – – –
APC
161
Aspire Private Capital
North Carolina
$3K – – –
FRA
162
Front Row Advisors
California
$2K – – –
OIA
163
Optimum Investment Advisors
Illinois
$2K – – –
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$644 -$2.53K -96 -80%
GT
165
Glenmede Trust
Pennsylvania
$46 – – –
KWM
166
Kingsview Wealth Management
Oregon
– -$1.32M -51,180 Closed
CB
167
Cadence Bank
Mississippi
– -$365K -14,178 Closed
FI
168
FormulaFolio Investments
Michigan
– -$284K -11,034 Closed
HIC
169
Holderness Investments Company
North Carolina
– -$218K -8,454 Closed
BAM
170
Belpointe Asset Management
Nevada
– -$124K -4,812 Closed
MFW
171
Mosaic Family Wealth
Missouri
– -$108K -4,194 Closed
NSIM
172
North Star Investment Management
Illinois
– -$64K -2,502 Closed
IWP
173
Icon Wealth Partners
Texas
– -$57K -2,220 Closed
LC
174
Lavaca Capital
Texas
– -$7K -288 Closed
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