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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
426
Cobblestone Capital Advisors
New York
$3.75M -$963K -3,855 -21%
FLPIM
427
F.L. Putnam Investment Management
Massachusetts
$3.74M -$237K -950 -6%
FANJ
428
Financial Architects (New Jersey)
New Jersey
$3.73M +$29.7K +119 +0.8%
HAC
429
Harbor Advisory Corp
New Hampshire
$3.73M +$154K +617 +4%
DAS
430
Dynamic Advisor Solutions
Arizona
$3.68M +$37K +148 +1%
FPCP
431
Fort Point Capital Partners
California
$3.67M -$1.28M -5,113 -27%
DWM
432
Dakota Wealth Management
Florida
$3.67M -$489K -1,957 -12%
CFC
433
Coyle Financial Counsel
Illinois
$3.67M +$139K +557 +4%
AFS
434
Access Financial Services
Minnesota
$3.63M -$1.65M -6,613 -32%
FHA
435
Flagship Harbor Advisors
Massachusetts
$3.59M -$19K -76 -0.5%
KIA
436
KCM Investment Advisors
California
$3.58M -$14K -56 -0.4%
CGL
437
Clarius Group LLC
Washington
$3.56M +$1.75M +6,991 +104%
Lido Advisors
438
Lido Advisors
California
$3.54M +$898K +3,595 +36%
SFS
439
Sowell Financial Services
Arkansas
$3.54M +$2.69M +10,750 +375%
GIA
440
Gladstone Institutional Advisory
Florida
$3.53M -$20.7K -83 -0.6%
HTC
441
Haverford Trust Company
Pennsylvania
$3.52M -$36K -144 -1%
ECA
442
Elevated Capital Advisors
Utah
$3.52M +$3.44M +13,784 New
CWM
443
Concentric Wealth Management
California
$3.5M -$6.49K -26 -0.2%
RCM
444
Requisite Capital Management
Texas
$3.48M +$938K +3,757 +39%
WWM
445
Western Wealth Management
Colorado
$3.45M +$842K +3,372 +34%
SSW
446
Smith Shellnut Wilson
Mississippi
$3.44M +$250 +1 +0%
RWM
447
Ritholtz Wealth Management
New York
$3.39M -$67.4K -270 -2%
PFA
448
Paradigm Financial Advisors
Missouri
$3.38M +$178K +711 +6%
SLG
449
Stanley-Laman Group
Pennsylvania
$3.38M +$888K +3,556 +38%
LGWM
450
Litman Gregory Wealth Management
California
$3.36M +$3.5K +14 +0.1%