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Vanguard S&P 500 Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
151
MUFG Americas
New York
$65K – – –
CTC
152
Central Trust Company
Missouri
$61K +$58.3K +2,100 New
RIA
153
Realta Investment Advisors
Delaware
$59K – – –
SPIA
154
Steward Partners Investment Advisory
New York
$57K – – –
GT
155
Glenmede Trust
Pennsylvania
$50K – – –
SFS
156
Sowell Financial Services
Arkansas
$41K +$6.17K +222 +19%
AWM
157
Avior Wealth Management
Nebraska
$40K – – –
TFGT
158
TS Financial Group (TSFG)
Illinois
$39K +$167 +6 +0.5%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$37.3K – – –
THWM
160
Taylor Hoffman Wealth Management
Virginia
$37K – – –
S
161
SignatureFD
Georgia
$35K – – –
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$34K – – –
IA
163
IFP Advisors
Florida
$33K -$125K -4,512 -80%
FHA
164
Flagship Harbor Advisors
Massachusetts
$32K +$333 +12 +1%
PMFA
165
Plante Moran Financial Advisors
Michigan
$27K – – –
SW
166
SVB Wealth
Massachusetts
$27K +$25.3K +912 New
1NWS
167
1 North Wealth Services
Maryland
$17K – – –
MSFP
168
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
TT
169
TI-Trust
Illinois
$17K +$16.3K +588 New
FWP
170
FAS Wealth Partners
Kansas
$17K +$16.7K +600 New
WQ
171
Wealth Quarterback
New Jersey
$16.2K +$15.5K +558 New
SF
172
Synovus Financial
Georgia
$16K +$167 +6 +1%
CCM
173
Covington Capital Management
California
$14K -$18.5K -666 -58%
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$12K +432 New
IRAG
175
Investment Research & Advisory Group
Georgia
$11K +$10.5K +378 New
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