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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
326
HB Wealth Management
Georgia
$30.5M +$29.5M +69,863 New
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$30.4M +$13.3M +31,463 +82%
LGWM
328
Litman Gregory Wealth Management
California
$30.4M +$16.4M +38,820 +126%
FMP
329
Financial Management Professionals
Texas
$30.2M +$1.23M +2,919 +4%
CI
330
Conning Inc
Connecticut
$30M +$6.61M +15,665 +30%
PFM
331
Phillips Financial Management
Indiana
$29.9M +$104K +246 +0.4%
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$29.9M -$801K -1,898 -3%
IA
333
IFG Advisory
Georgia
$29.8M +$2.7M +6,397 +10%
RWRC
334
R.W. Roge & Company
New York
$29.7M -$1.78M -4,210 -5%
Cetera Investment Advisers
335
Cetera Investment Advisers
Illinois
$29.7M +$570K +1,351 +2%
CL
336
Choreo LLC
Illinois
$29.5M +$326K +772 +1%
GFP
337
Guardian Financial Partners
California
$29.2M +$28.2M +66,881 New
SI
338
Stephens Inc
Arkansas
$29.1M -$6.26M -14,830 -18%
AF
339
Allworth Financial
California
$29.1M +$24.2M +57,375 +617%
AA
340
Aufman Associates
Pennsylvania
$28.9M +$631K +1,494 +2%
CPW
341
Crestmont Private Wealth
Texas
$28.8M +$27.9M +65,990 New
CB
342
Commerce Bank
Missouri
$28.7M +$245K +581 +0.9%
EPM
343
Elm Partners Management
Pennsylvania
$28.6M -$33.8K -80 -0.1%
PCP
344
Proficio Capital Partners
Massachusetts
$28.3M +$10.9M +25,909 +67%
AWA
345
AmeriServ Wealth Advisors
Pennsylvania
$28M +$1.64M +3,883 +6%
GBT
346
Grove Bank & Trust
Florida
$27.9M +$130K +308 +0.5%
AAM
347
Ameraudi Asset Management
New York
$27.8M +$956K +2,264 +4%
MA
348
MJP Associates
Connecticut
$27.5M -$399K -946 -1%
SIA
349
Strategic Investment Advisors
Michigan
$27.3M +$3.65M +8,637 +16%
FWM
350
ForthRight Wealth Management
Georgia
$27.3M +$611K +1,448 +2%