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Vanguard S&P 500 Growth ETF
VOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$149M +$5.15M +189,978 +4%
Bank of America
2
Bank of America
North Carolina
$137M -$397K -14,658 -0.3%
LPL Financial
3
LPL Financial
California
$88.7M -$1.87M -68,862 -2%
Morgan Stanley
4
Morgan Stanley
New York
$60.5M -$695K -25,650 -1%
UBS Group
5
UBS Group
Switzerland
$57M -$982K -36,270 -2%
CCP
6
Corient Capital Partners
California
$45.4M -$3.58M -132,060 -7%
CWM
7
Connecticut Wealth Management
Connecticut
$35.2M -$10.1M -373,962 -22%
Wells Fargo
8
Wells Fargo
California
$33.4M -$116K -4,266 -0.3%
BCA
9
Biltmore Capital Advisors
New Jersey
$27.7M +$2.02M +74,502 +8%
AWM
10
Altium Wealth Management
New York
$25M +$171K +6,330 +0.7%
Ameriprise
11
Ameriprise
Minnesota
$17M -$1.15M -42,624 -6%
SCM
12
Stordahl Capital Management
Colorado
$16.8M -$351K -12,948 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$16.5M +$983K +36,276 +6%
TF
14
Tompkins Financial
New York
$16.5M -$362K -13,350 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$15.7M +$74.8K +2,760 +0.5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12.7M +$928K +34,272 +8%
AWM
17
AE Wealth Management
Kansas
$8.98M -$50.5K -1,866 -0.6%
MML Investors Services
18
MML Investors Services
Massachusetts
$8.88M -$1.06M -39,090 -11%
SS
19
Simplicity Solutions
Minnesota
$8.4M -$238K -8,778 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.84M +$394K +14,544 +6%
AG
21
Advisor Group
Arizona
$6.83M +$543K +20,064 +9%
PIM
22
Parker Investment Management
California
$6.19M – – –
CG
23
Caprock Group
Idaho
$6.06M -$165K -6,102 -3%
PWP
24
Principle Wealth Partners
Connecticut
$5.77M +$1.06M +39,078 +22%
PAG
25
Private Advisor Group
New Jersey
$5.69M -$132K -4,878 -2%
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