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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Evercore Wealth Management
New York
$397K
HSBC Holdings
177
HSBC Holdings
United Kingdom
$392K
CRC
178
Curi RMB Capital
Illinois
$376K +$413K +10,374 New
WIP
179
WealthCare Investment Partners
Rhode Island
$374K +$716 +18 +0.2%
W
180
Wealthquest
Ohio
$372K
PP
181
Prudential plc
United Kingdom
$366K +$2.39K +60 +0.6%
GT
182
Greenleaf Trust
Michigan
$365K
CF
183
Centaurus Financial
California
$364K +$8.36K +210 +2%
BCI
184
Brinker Capital Investments
Pennsylvania
$354K
MFG
185
MidWestOne Financial Group
Iowa
$346K
AIC
186
Archer Investment Corporation
Indiana
$344K
Bank of New York Mellon
187
Bank of New York Mellon
New York
$343K -$95.5K -2,400 -20%
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$331K +$363K +9,120 New
FCA
189
FinTrust Capital Advisors
South Carolina
$328K
AGA
190
Arkos Global Advisors
Texas
$325K -$1.67K -42 -0.5%
BCM
191
Brookstone Capital Management
Illinois
$320K +$43.4K +1,092 +15%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$319K +$43.7K +1,098 +14%
TCBWMS
193
Texas Capital Bank Wealth Management Services
Texas
$314K -$201K -5,046 -37%
UCFA
194
United Capital Financial Advisors
Texas
$306K +$16.5K +414 +5%
AF
195
Advisornet Financial
Minnesota
$301K +$270K +6,792 +455%
D
196
Dentgroup
Louisiana
$294K +$322K +8,094 New
HF
197
Halpern Financial
Virginia
$294K
WIA
198
World Investment Advisors
California
$291K -$50.1K -1,260 -15%
JIC
199
Johnson Investment Counsel
Ohio
$286K +$8.59K +216 +3%
CIC
200
Carnegie Investment Counsel
Ohio
$279K +$1.19K +30 +0.4%