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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
$216M -$6.87M -241,854 -3%
Bank of America
2
Bank of America
North Carolina
$122M -$4.05M -142,554 -3%
LPL Financial
3
LPL Financial
California
$74.9M -$6.26M -220,326 -7%
UBS Group
4
UBS Group
Switzerland
$62.6M +$10.4M +367,014 +17%
Morgan Stanley
5
Morgan Stanley
New York
$58.4M +$5.4M +190,278 +9%
CCP
6
Corient Capital Partners
California
$48.4M +$8.77M +308,976 +19%
Wells Fargo
7
Wells Fargo
California
$29.2M -$2.11M -74,400 -6%
AWM
8
Altium Wealth Management
New York
$23.2M +$214K +7,536 +0.8%
Ameriprise
9
Ameriprise
Minnesota
$22.1M +$5.82M +204,876 +30%
BCA
10
Biltmore Capital Advisors
New Jersey
$18.9M -$5.58M -196,566 -21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.8M +$778K +27,390 +4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$15.8M +$1.39M +48,966 +8%
CWM
13
Connecticut Wealth Management
Connecticut
$15.6M -$18.5M -652,602 -51%
TF
14
Tompkins Financial
New York
$15.2M +$62K +2,184 +0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.3M -$1.47M -51,774 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$10.7M +$12.3M +432,252 New
SCM
17
Stordahl Capital Management
Colorado
$8.63M -$4.98M -175,404 -33%
EH
18
Equitable Holdings
New York
$8.56M +$832K +29,316 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.43M +$1.56M +54,762 +22%
AWM
20
AE Wealth Management
Kansas
$5.91M -$3.48M -122,490 -34%
EFS
21
Essex Financial Services
Connecticut
$5.75M +$2.68M +94,500 +69%
SS
22
Simplicity Solutions
Minnesota
$5.51M -$3.37M -118,524 -35%
CG
23
Caprock Group
Idaho
$5.42M -$91.7K -3,228 -1%
PAG
24
Private Advisor Group
New Jersey
$5.39M +$222K +7,806 +4%
PWP
25
Principle Wealth Partners
Connecticut
$5.18M -$194K -6,828 -3%
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