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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
351
Brookstone Capital Management
Illinois
$84.5M +$4.75M +7,595 +6%
WB
352
Webster Bank
Connecticut
$83.5M -$1.85M -2,962 -2%
MYIA
353
Mount Yale Investment Advisors
Colorado
$83.2M +$6.37M +10,186 +8%
PIA
354
Pinion Investment Advisors
Kansas
$82.9M -$414K -662 -0.5%
EGWAG
355
Elwood & Goetz Wealth Advisory Group
Georgia
$82.4M +$1.4M +2,240 +2%
MA
356
MJP Associates
Connecticut
$81.9M -$8.35M -13,354 -9%
MT
357
Midwest Trust
Kansas
$81.6M -$9.69M -15,500 -10%
KCG
358
Kinsale Capital Group
Virginia
$79.4M +$7.14M +11,422 +9%
TIAA Trust, National Association
359
TIAA Trust, National Association
North Carolina
$79M -$380M -608,394 -82%
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$78.1M +$12.2M +19,574 +18%
MMA
361
Miracle Mile Advisors
California
$78.1M -$11.7M -18,692 -13%
DWM
362
Diversify Wealth Management
Utah
$78.1M +$48.4M +77,447 +185%
CGPCS
363
Capital Group Private Client Services
California
$77.7M +$1.8M +2,878 +2%
SFO
364
Standard Family Office
South Dakota
$77.1M +$1.01M +1,610 +1%
F4L
365
Fortune 45 LLC
Louisiana
$76.9M -$2.78M -4,447 -3%
FW
366
Fidato Wealth
Ohio
$76.1M +$998K +1,595 +1%
SCA
367
Scott Capital Advisors
Oregon
$75.6M +$836K +1,336 +1%
FF
368
Francis Financial
$75.1M -$197K -315 -0.2%
AWA
369
AmeriServ Wealth Advisors
Pennsylvania
$75M -$2.33M -3,722 -3%
EWM
370
Evercore Wealth Management
New York
$75M +$10.5M +16,815 +15%
MG
371
Marex Group
$75M +$28.2M +45,091 +56%
MPW
372
MA Private Wealth
California
$74.7M +$1.75M +2,803 +2%
GBT
373
Grove Bank & Trust
Florida
$74.2M +$1.68M +2,687 +2%
SWG
374
Summit Wealth Group
Vermont
$73.7M +$1.38M +2,210 +2%
TCOT
375
Trust Company of Tennessee
Tennessee
$73.6M +$731K +1,169 +1%