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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Sierra Capital
Florida
$60.5M -$1.84M -2,945 -3%
NFG
427
Nadler Financial Group
Illinois
$59.6M -$1.43M -2,286 -2%
JRP
428
Jasper Ridge Partners
California
$59.6M -$436K -697 -0.7%
RWM
429
Rolek Wealth Management
Pennsylvania
$59.6M +$1.94M +3,096 +3%
IAA
430
Independent Advisor Alliance
North Carolina
$59.5M +$61M +97,478 +4,842%
TF
431
Tenon Financial
New Jersey
$59.4M +$3.59M +5,736 +6%
GWANC
432
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.3M +$1.75M +2,805 +3%
OC
433
Oppenheimer & Co
New York
$59.3M +$4.06M +6,492 +7%
SCM
434
SOL Capital Management
Maryland
$59.1M +$55M +87,910 +323%
TCM
435
Twele Capital Management
Minnesota
$59M +$1.56M +2,490 +3%
RC
436
Roundview Capital
New Jersey
$58.8M +$754K +1,206 +1%
HWA
437
Hillcrest Wealth Advisors
New Jersey
$58M +$2.74M +4,376 +5%
SW
438
Simplicity Wealth
New Jersey
$57.8M +$1.09M +1,742 +2%
LWMNY
439
Landmark Wealth Management (New York)
New York
$57.1M +$14M +22,365 +31%
Deutsche Bank
440
Deutsche Bank
Germany
$57M -$1.95M -3,115 -3%
GIA
441
Gladstone Institutional Advisory
Florida
$56.9M +$3.61M +5,775 +6%
NLWP
442
Next Level Wealth Planning
Idaho
$56.9M +$1.17M +1,877 +2%
USAA
443
United Services Automobile Association
Texas
$56.3M -$95.7M -153,079 -62%
KRAVCF
444
Karnit Road Accident Victims Compensation Fund
$56.2M
FFA
445
Fragasso Financial Advisors
Pennsylvania
$56M -$806K -1,289 -1%
SWA
446
Safir Wealth Advisors
New Hampshire
$55.8M -$295K -471 -0.5%
PFO
447
Pioneer Family Office
Florida
$55.2M +$7.89M +12,610 +16%
LFA
448
Level Financial Advisors
New York
$54.9M +$705K +1,128 +1%
OL
449
Optas LLC
Texas
$54.8M +$718K +1,148 +1%
3IP
450
3Chopt Investment Partners
Virginia
$54.8M +$4.16M +6,656 +8%