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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
376
Summit Wealth Group
Vermont
$73.7M +$1.38M +2,210 +2%
TCOT
377
Trust Company of Tennessee
Tennessee
$73.6M +$731K +1,169 +1%
FPTW
378
Franklin, Parlapiano, Turner & Welch
Texas
$72.7M -$863K -1,380 -1%
WFA
379
West Financial Advisors
Iowa
$72.7M -$17.5M -27,908 -19%
MC
380
McMorgan & Co
California
$72.5M +$72.4M +115,755 +2,062%
GWM
381
Geneos Wealth Management
Colorado
$72.2M +$8.43M +13,479 +13%
OE
382
OFS Enterprise
Nebraska
$71.9M +$75.2M +120,304 New
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$71.9M +$9.64M +15,420 +15%
PFMU
384
Privium Fund Management (UK)
United Kingdom
$71.7M +$76.9M +122,940 New
SWM
385
Selective Wealth Management
Virginia
$71.5M -$5.94M -9,498 -8%
PHWA
386
Petersen Hastings Wealth Advisors
Washington
$71.3M +$2.78M +4,451 +4%
EWM
387
Evermay Wealth Management
Virginia
$70.7M -$1.55M -2,484 -2%
AWM
388
Axxcess Wealth Management
California
$69.8M +$1.2M +1,925 +2%
AF
389
Allworth Financial
California
$69.2M +$3.42M +5,465 +5%
IRAG
390
Investment Research & Advisory Group
Georgia
$69M +$340K +543 +0.5%
VFA
391
Valeo Financial Advisors
Indiana
$69M +$5.48M +8,770 +8%
NIM
392
Northeast Investment Management
Massachusetts
$68.7M +$1.27M +2,032 +2%
CCM
393
Ciovacco Capital Management
Georgia
$68.6M -$2.47M -3,943 -3%
TAP
394
TSG Advice Partners
Ohio
$68.5M -$175M -280,444 -71%
AC
395
AlphaCore Capital
California
$68.3M +$13.4M +21,446 +23%
BP
396
Ballentine Partners
Massachusetts
$68.3M +$7.16M +11,444 +11%
DK
397
David Kennon
Florida
$67.8M +$1.01M +1,620 +1%
SA
398
SoundView Advisors
Washington
$67.5M -$2.44M -3,903 -3%
C
399
Certuity
Florida
$67.2M -$331K -530 -0.5%
SI
400
Stephens Inc
Arkansas
$66.5M -$1.64M -2,630 -2%