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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
451
RWA Wealth Partners
Massachusetts
$41.3M +$5.46M +10,076 +15%
NLWP
452
Next Level Wealth Planning
Idaho
$41.3M +$41.5M +76,639 New
LSWP
453
Liberty Square Wealth Partners
Pennsylvania
$41.1M +$39.7M +73,343 New
BNP Paribas Financial Markets
454
BNP Paribas Financial Markets
France
$41.1M +$30.3M +55,998 +276%
MWM
455
Modern Wealth Management
Kansas
$41M +$1.81M +3,348 +5%
GIO
456
Galilei Investment Office
United Kingdom
$41M +$42.1M +77,691 New
FG
457
Fiduciary Group
Georgia
$40.9M +$432K +797 +1%
FWM
458
ForthRight Wealth Management
Georgia
$40.6M -$76.4K -141 -0.2%
CTC
459
Central Trust Company
Missouri
$40.5M -$617K -1,140 -1%
RCS
460
Retirement Capital Strategies
California
$40.3M -$671K -1,239 -2%
SB
461
Strategic Blueprint
Georgia
$40.1M +$3.99M +7,374 +11%
MWC
462
MBM Wealth Consultants
Missouri
$40.1M +$243K +448 +0.6%
OHIS
463
Oak Harvest Investment Services
Texas
$40.1M -$1.25M -2,311 -3%
SIP
464
Sellwood Investment Partners
Oregon
$39.8M +$40M +73,824 New
BHWA
465
Beacon Harbor Wealth Advisors
Virginia
$39.7M +$1.01M +1,868 +3%
EP
466
Essential Planning
New Hampshire
$39.6M +$38.9M +71,909 +5,583%
PGWM
467
Parisi Gray Wealth Management
New Jersey
$39.5M +$92.1K +170 +0.2%
CF
468
Conquis Financial
California
$39.4M +$39.6M +73,103 New
FSA
469
Financial Sense Advisors
California
$39.2M -$11.7M -21,688 -23%
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$39M +$13.5M +24,921 +52%
RWM
471
Rolek Wealth Management
Pennsylvania
$38.9M +$39.1M +72,206 New
TPCW
472
TD Private Client Wealth
New York
$38.6M +$656K +1,211 +2%
WPA
473
West Paces Advisors
Georgia
$38.6M +$4.17M +7,698 +12%
GT
474
Greenleaf Trust
Michigan
$38.5M +$56.3K +104 +0.1%
FSCM
475
Front Street Capital Management
Montana
$38.4M -$255K -470 -0.7%