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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
176
Bank of New York Mellon
New York
$537K -$239 -6 -0%
LWP
177
Laurel Wealth Planning
Minnesota
$534K
CWM
178
Cornerstone Wealth Management
Missouri
$530K
CFA
179
CWS Financial Advisors
Michigan
$529K
RWB
180
RMR Wealth Builders
New Jersey
$528K
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$525K +$49.9K +1,254 +11%
MWA
182
Monograph Wealth Advisors
California
$498K
IP
183
Ignite Planners
California
$498K +$954 +24 +0.2%
PFS
184
Prospera Financial Services
Texas
$491K
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$490K +$77.5K +1,950 +20%
BFA
186
Bragg Financial Advisors
North Carolina
$480K -$32.2K -810 -7%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$475K -$19.3K -486 -4%
LFAS
188
Level Four Advisory Services
Texas
$471K -$155K -3,894 -26%
PTC
189
Philadelphia Trust Company
Pennsylvania
$471K
MCM
190
MAI Capital Management
Ohio
$463K -$121K -3,036 -22%
ICG
191
InterOcean Capital Group
Tennessee
$460K +$2.39K +60 +0.6%
AAS
192
Avantax Advisory Services
Texas
$457K +$5.25K +132 +1%
AIC
193
Archer Investment Corporation
Indiana
$456K +$50.8K +1,278 +13%
AI
194
Accredited Investors
Minnesota
$453K
HSBC Holdings
195
HSBC Holdings
United Kingdom
$451K
WA
196
Wambolt & Associates
Colorado
$450K -$7.63K -192 -2%
BFG
197
Bleakley Financial Group
New Jersey
$447K
JJBC
198
James J. Burns & Company
New York
$444K -$182K -4,572 -30%
BWA
199
Beam Wealth Advisors
Louisiana
$443K +$76.6K +1,926 +23%
W
200
Wealthquest
Ohio
$435K