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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
326
Grove Bank & Trust
Florida
$25.2M +$605K +1,657 +2%
IRAG
327
Investment Research & Advisory Group
Georgia
$25.1M +$304K +833 +1%
SWM
328
Selective Wealth Management
Virginia
$25M +$3.11M +8,527 +13%
PFM
329
Phillips Financial Management
Indiana
$24.9M +$1.59M +4,360 +6%
PGWM
330
Parisi Gray Wealth Management
New Jersey
$24.9M +$419K +1,147 +2%
SLF
331
Sun Life Financial
Ontario, Canada
$24.9M +$4.52M +12,369 +20%
TC
332
Toews Corporation
New Jersey
$24.4M -$694K -1,900 -2%
ZF
333
Zhang Financial
Michigan
$24.4M +$6.24M +17,093 +30%
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$24.3M -$494K -1,353 -2%
SS
335
Simplicity Solutions
Minnesota
$24.2M +$11.5M +31,493 +74%
IWC
336
Integrated Wealth Concepts
Massachusetts
$24.1M +$5.48M +15,007 +26%
FWIA
337
Fort Washington Investment Advisors
Ohio
$24.1M -$1.15M -3,162 -4%
MA
338
Mutual Advisors
Nebraska
$24M +$12.8M +34,962 +92%
FWM
339
ForthRight Wealth Management
Georgia
$23.8M +$766K +2,096 +3%
RWRC
340
R.W. Roge & Company
New York
$23.7M -$156K -428 -0.6%
NIM
341
Northeast Investment Management
Massachusetts
$23.6M +$1.95M +5,350 +8%
MDSL
342
M.D. Sass LLC
New York
$23.4M +$26.1M +71,350 New
SWM
343
Spire Wealth Management
Virginia
$23.4M -$9.72M -26,623 -27%
NSAM
344
North Star Asset Management
Wisconsin
$23.3M +$24.8M +68,021 +2,270%
LWMNY
345
Landmark Wealth Management (New York)
New York
$23.2M +$25.8M +70,759 New
RFC
346
Regions Financial Corp
Alabama
$23.2M +$457K +1,252 +2%
WSWA
347
Warren Street Wealth Advisors
California
$23.1M +$1.42M +3,888 +6%
CI
348
Conning Inc
Connecticut
$23.1M +$1.21M +3,300 +5%
HTI
349
Hikari Tsushin Inc
Japan
$23.1M +$5.47M +14,988 +27%
GFP
350
Guardian Financial Partners
California
$22.9M +$5.08M +13,896 +25%