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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
$260M +$94.5M +3,403,530 +62%
Bank of America
2
Bank of America
North Carolina
$147M -$336K -12,090 -0.2%
LPL Financial
3
LPL Financial
California
$94.1M -$1.46M -52,704 -2%
Morgan Stanley
4
Morgan Stanley
New York
$62.8M -$2.36M -84,840 -4%
UBS Group
5
UBS Group
Switzerland
$62.7M +$1.18M +42,546 +2%
CCP
6
Corient Capital Partners
California
$47.7M -$1.15M -41,250 -2%
CWM
7
Connecticut Wealth Management
Connecticut
$37.3M -$703K -25,326 -2%
Wells Fargo
8
Wells Fargo
California
$36.4M +$377K +13,578 +1%
BCA
9
Biltmore Capital Advisors
New Jersey
$27.9M -$1.96M -70,608 -7%
AWM
10
Altium Wealth Management
New York
$27M -$23.2K -834 -0.1%
Ameriprise
11
Ameriprise
Minnesota
$19.8M +$1.46M +52,506 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18.9M +$1.02M +36,642 +6%
TF
13
Tompkins Financial
New York
$17.8M +$500 +18 +0%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$17.1M +$85.3K +3,072 +0.5%
SCM
15
Stordahl Capital Management
Colorado
$15.6M -$2.39M -86,124 -14%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.7M +$956K +34,404 +7%
AWM
17
AE Wealth Management
Kansas
$10.5M +$757K +27,264 +8%
SS
18
Simplicity Solutions
Minnesota
$9.9M +$803K +28,902 +9%
EH
19
Equitable Holdings
New York
$9.18M +$8.77M +315,714 New
AG
20
Advisor Group
Arizona
$8.6M +$1.17M +42,072 +17%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.84M -$1.67M -60,090 -18%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.12M -$252K -9,060 -4%
PIM
23
Parker Investment Management
California
$6.68M – – –
CG
24
Caprock Group
Idaho
$6.44M -$76.3K -2,748 -1%
PWP
25
Principle Wealth Partners
Connecticut
$6.27M +$43.5K +1,566 +0.7%
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