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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
326
Trevian Wealth Management
Massachusetts
$86.6M +$131K +223 +0.2%
MNA
327
Manning & Napier Advisors
New York
$86.4M +$1.85M +3,140 +2%
WB
328
Webster Bank
Connecticut
$85.9M -$3.69M -6,259 -4%
AWM
329
Angeles Wealth Management
California
$85.4M +$621K +1,053 +0.8%
PIA
330
Pinion Investment Advisors
Kansas
$84.8M +$9.28M +15,740 +13%
EGWAG
331
Elwood & Goetz Wealth Advisory Group
Georgia
$83.3M +$2.54M +4,303 +3%
MCM
332
MAI Capital Management
Ohio
$82.3M +$3.44M +5,837 +5%
BHWM
333
Beaird Harris Wealth Management
Texas
$82.1M +$11.4M +19,301 +17%
SPWG
334
Syntegra Private Wealth Group
Missouri
$81.8M +$9.62M +16,317 +14%
TCB
335
Texas Capital Bancshares
Texas
$80.5M -$9.27M -15,726 -11%
JFG
336
Jefferies Financial Group
New York
$80.3M +$1.85M +3,131 +2%
AWA
337
AmeriServ Wealth Advisors
Pennsylvania
$80.2M +$6.52M +11,065 +9%
BC
338
Brio Consultants
California
$79.8M +$1.54M +2,605 +2%
LFG
339
Larson Financial Group
Missouri
$79M -$19.1M -32,327 -20%
ACA
340
Aptus Capital Advisors
Alabama
$78.9M +$4.49M +7,621 +6%
F4L
341
Fortune 45 LLC
Louisiana
$78.4M +$4.05M +6,878 +6%
SFO
342
Standard Family Office
South Dakota
$78M – – –
FF
343
Francis Financial
$77.3M +$1.01M +1,707 +1%
CA
344
CoreCap Advisors
Michigan
$77M -$2.92M -4,961 -4%
Bank of Nova Scotia
345
Bank of Nova Scotia
Ontario, Canada
$76.1M -$11.8K -20 -0%
DF
346
Dunhill Financial
United Kingdom
$75.8M +$8.64M +14,655 +13%
FW
347
Fidato Wealth
Ohio
$75.8M +$912K +1,548 +1%
BCM
348
Brookstone Capital Management
Illinois
$75.8M +$2.86M +4,859 +4%
PEGL
349
P/E Global LLC
Massachusetts
$75.7M +$172K +291 +0.2%
EWM
350
Evermay Wealth Management
Virginia
$75.4M -$2.43M -4,123 -3%