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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
251
Oldfather Financial Services
Nebraska
$41.4M +$1.9M +5,379 +5%
BP
252
Ballentine Partners
Massachusetts
$41.2M +$2.27M +6,417 +6%
GWSA
253
Global Wealth Strategies & Associates
Colorado
$41.1M +$41.4M +117,052 New
WSWA
254
Warren Street Wealth Advisors
California
$40.7M +$16.1M +45,534 +65%
Legal & General Group
255
Legal & General Group
United Kingdom
$40.5M +$6.21M +17,590 +18%
RWP
256
Reliant Wealth Planning
Kentucky
$40.3M +$190K +537 +0.5%
SCA
257
Scott Capital Advisors
Oregon
$40M +$1.25M +3,548 +3%
MDSL
258
M.D. Sass LLC
New York
$39.7M +$14.8M +41,765 +59%
TRCT
259
Tower Research Capital (TRC)
New York
$39.3M +$37.4M +105,748 +1,717%
CGPCS
260
Capital Group Private Client Services
California
$39.2M +$32.5M +92,087 +475%
RWB
261
RMR Wealth Builders
New Jersey
$39.1M +$2.09M +5,919 +6%
Canada Life
262
Canada Life
Manitoba, Canada
$38.9M +$7.66M +21,675 +24%
FFA
263
Fragasso Financial Advisors
Pennsylvania
$38.7M -$313K -887 -0.8%
BP
264
BCK Partners
New York
$38.3M +$989K +2,800 +3%
GA
265
GoalVest Advisory
New York
$37.9M +$2.03M +5,749 +6%
CWA
266
CJM Wealth Advisers
Virginia
$37.7M -$1.91M -5,402 -5%
SWM
267
Selective Wealth Management
Virginia
$37.6M +$9.56M +27,060 +35%
Prudential Financial
268
Prudential Financial
New Jersey
$37.1M +$2.62M +7,409 +8%
AAS
269
Avantax Advisory Services
Texas
$36.4M +$3.29M +9,315 +10%
PG
270
Proffitt & Goodson
Tennessee
$36.3M +$372K +1,052 +1%
SWA
271
Safir Wealth Advisors
New Hampshire
$36.2M -$345K -977 -0.9%
ZF
272
Zhang Financial
Michigan
$36M +$9.94M +28,125 +38%
HCM
273
Hollencrest Capital Management
California
$35.9M -$11M -31,029 -23%
OHIS
274
Oak Harvest Investment Services
Texas
$35.8M +$175K +496 +0.5%
PLU
275
Performa Ltd (US)
South Carolina
$35.8M +$5.04M +14,263 +16%