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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$342K
CFGS
152
Concourse Financial Group Securities
Alabama
$340K -$230K -5,520 -42%
FAIM
153
Financial Advocates Investment Management
Washington
$335K -$706K -16,950 -69%
CB
154
Commerce Bank
Missouri
$325K
PA
155
Parallel Advisors
California
$322K +$25K +600 +9%
SAM
156
Secure Asset Management
Michigan
$310K -$175K -4,194 -37%
KAS
157
Kestra Advisory Services
Texas
$307K -$68.2K -1,638 -19%
CCM
158
Coldstream Capital Management
Washington
$305K +$290K +6,978 New
PPP
159
Private Portfolio Partners
New Jersey
$296K -$500 -12 -0.2%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$294K +$8.49K +204 +3%
CCB
161
Cutter & Co Brokerage
Missouri
$293K
AAS
162
Avantax Advisory Services
Texas
$292K +$21.2K +510 +8%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$291K +$5K +120 +2%
BRWA
164
B. Riley Wealth Advisors
Florida
$290K
CIC
165
Carnegie Investment Counsel
Ohio
$286K -$32.5K -780 -11%
JIC
166
Johnson Investment Counsel
Ohio
$284K +$270K +6,486 New
EWA
167
ERTS Wealth Advisors
Michigan
$275K -$2K -48 -0.8%
AFA
168
American Financial Advisors
Georgia
$271K
GIA
169
Gladstone Institutional Advisory
Florida
$268K +$5K +120 +2%
HIC
170
Holderness Investments Company
North Carolina
$265K
KPCM
171
Kings Point Capital Management
New York
$262K
IWA
172
Intercontinental Wealth Advisors
Texas
$262K +$250K +6,000 New
WIA
173
World Investment Advisors
California
$255K -$1.25K -30 -0.5%
NEPWA
174
New England Private Wealth Advisors
Massachusetts
$252K +$500 +12 +0.2%
ECM
175
Evergreen Capital Management
Washington
$251K