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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
326
Litman Gregory Wealth Management
California
$30.4M +$16.4M +38,820 +126%
FMP
327
Financial Management Professionals
Texas
$30.2M +$1.23M +2,919 +4%
CI
328
Conning Inc
Connecticut
$30M +$6.61M +15,665 +30%
PFM
329
Phillips Financial Management
Indiana
$29.9M +$104K +246 +0.4%
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$29.9M -$801K -1,898 -3%
IA
331
IFG Advisory
Georgia
$29.8M +$2.7M +6,397 +10%
RWRC
332
R.W. Roge & Company
New York
$29.7M -$1.78M -4,210 -5%
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$29.7M +$570K +1,351 +2%
CL
334
Choreo LLC
Illinois
$29.5M +$326K +772 +1%
GFP
335
Guardian Financial Partners
California
$29.2M +$28.2M +66,881 New
SI
336
Stephens Inc
Arkansas
$29.1M -$6.26M -14,830 -18%
AF
337
Allworth Financial
California
$29.1M +$24.2M +57,375 +617%
AA
338
Aufman Associates
Pennsylvania
$28.9M +$631K +1,494 +2%
CPW
339
Crestmont Private Wealth
Texas
$28.8M +$27.9M +65,990 New
CB
340
Commerce Bank
Missouri
$28.7M +$245K +581 +0.9%
EPM
341
Elm Partners Management
Pennsylvania
$28.6M -$33.8K -80 -0.1%
PCP
342
Proficio Capital Partners
Massachusetts
$28.3M +$10.9M +25,909 +67%
AWA
343
AmeriServ Wealth Advisors
Pennsylvania
$28M +$1.64M +3,883 +6%
GBT
344
Grove Bank & Trust
Florida
$27.9M +$130K +308 +0.5%
AAM
345
Ameraudi Asset Management
New York
$27.8M +$956K +2,264 +4%
MA
346
MJP Associates
Connecticut
$27.5M -$399K -946 -1%
SIA
347
Strategic Investment Advisors
Michigan
$27.3M +$3.65M +8,637 +16%
FWM
348
ForthRight Wealth Management
Georgia
$27.3M +$611K +1,448 +2%
BP
349
BBR Partners
New York
$27.2M +$25.1M +59,537 +2,085%
CH
350
Canton Hathaway
Rhode Island
$27.2M