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Vanguard S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
176
WealthCare Investment Partners
Rhode Island
$683K +$4.11K +96 +0.6%
PTC
177
Private Trust Company
Ohio
$662K -$51.9K -1,212 -8%
SC
178
Sierra Capital
Florida
$656K -$38K -888 -6%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$650K -$77.5K -1,812 -11%
SF
180
Synovus Financial
Georgia
$641K
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$621K +$64.2K +1,500 +12%
DWP
182
Daymark Wealth Partners
Ohio
$615K +$175K +4,098 +43%
GL
183
Graypoint LLC
New York
$603K -$72.2K -1,686 -11%
Vanguard Group
184
Vanguard Group
Pennsylvania
$597K +$566K +13,230 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$588K +$255K +5,970 +85%
LWP
186
Laurel Wealth Planning
Minnesota
$569K
SWM
187
Spire Wealth Management
Virginia
$568K +$282K +6,582 +118%
CWM
188
Cornerstone Wealth Management
Missouri
$567K +$24.1K +564 +5%
CFA
189
CWS Financial Advisors
Michigan
$565K +$1.03K +24 +0.2%
RA
190
Rodgers & Associates
Pennsylvania
$548K -$115K -2,694 -18%
IP
191
Ignite Planners
California
$531K +$1.28K +30 +0.3%
MCM
192
MidAtlantic Capital Management
Virginia
$531K +$778K +18,180 New
MWA
193
Monograph Wealth Advisors
California
$529K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$509K -$71.1K -1,662 -13%
PTC
195
Philadelphia Trust Company
Pennsylvania
$502K
LFAS
196
Level Four Advisory Services
Texas
$500K -$3.08K -72 -0.6%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$496K -$8.73K -204 -2%
MCM
198
MAI Capital Management
Ohio
$495K +$1.54K +36 +0.3%
BFA
199
Bragg Financial Advisors
North Carolina
$494K -$8.99K -210 -2%
ICG
200
InterOcean Capital Group
Tennessee
$490K