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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
251
Conrad Siegel Investment Advisors
Pennsylvania
$74.6M +$146K +320 +0.2%
MA
252
MJP Associates
Connecticut
$74.5M +$18.8M +41,034 +36%
TWM
253
Trevian Wealth Management
Massachusetts
$74.5M +$4.74M +10,360 +7%
SWM
254
SilverOak Wealth Management
Minnesota
$74.4M -$580K -1,268 -0.8%
WFA
255
WestHill Financial Advisors
California
$74.4M -$683K -1,492 -1%
PWM
256
Perigon Wealth Management
California
$73.8M -$2.24M -4,896 -3%
AF
257
Affiance Financial
Minnesota
$73.6M +$1.73M +3,781 +3%
AWM
258
Angeles Wealth Management
California
$73.4M +$4.74M +10,346 +7%
AL
259
Aspiriant LLC
California
$72.9M -$193K -421 -0.3%
CGL
260
Clarius Group LLC
Washington
$72.6M +$12.7M +27,843 +23%
HSBC Holdings
261
HSBC Holdings
United Kingdom
$72.2M +$21.7M +47,426 +46%
FF
262
Francis Financial
$72.2M +$662K +1,446 +1%
ANTB
263
AMG National Trust Bank
Colorado
$72M +$1.43M +3,114 +2%
RH
264
RFG Holdings
Texas
$70.4M +$5.7M +12,445 +9%
WB
265
Webster Bank
Connecticut
$69.8M +$1.57M +3,421 +2%
DWM
266
Dechtman Wealth Management
Colorado
$68.5M +$6.59M +14,407 +11%
HWM
267
HB Wealth Management
Georgia
$68M +$4.46M +9,752 +7%
EWM
268
Evermay Wealth Management
Virginia
$67.7M -$740K -1,616 -1%
RWB
269
RMR Wealth Builders
New Jersey
$67.4M +$1.9M +4,162 +3%
ML
270
Mayport LLC
Massachusetts
$67M +$9.75M +21,293 +18%
SW
271
SVB Wealth
Massachusetts
$66.4M -$11.9M -25,952 -16%
AFAS
272
Acorn Financial Advisory Services
Virginia
$66.2M -$5.07M -11,072 -7%
SW
273
Simplicity Wealth
New Jersey
$65.3M +$58.9M +128,746 +1,819%
EW
274
Evoke Wealth
California
$64.7M +$61.6M +134,647 New
TCB
275
Texas Capital Bancshares
Texas
$64.1M +$8.59M +18,765 +16%