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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
451
Boyd Wealth Management
California
$46.6M +$11.9M +22,688 +38%
SFG
452
Sage Financial Group
Pennsylvania
$46.5M +$11.1M +21,091 +35%
RWA
453
Rooted Wealth Advisors
Illinois
$46.4M +$1.85M +3,512 +5%
HAS
454
HBW Advisory Services
California
$45.8M +$621K +1,182 +1%
GWM
455
Geneos Wealth Management
Colorado
$45.8M -$31.2M -59,352 -42%
LA
456
LM Advisors
California
$45.6M +$396K +754 +0.9%
GT
457
Greenleaf Trust
Michigan
$45.5M +$3.55M +6,761 +9%
RA
458
Resolute Advisors
California
$45.3M +$66.7K +127 +0.2%
FWM
459
ForthRight Wealth Management
Georgia
$45.1M +$1.51M +2,875 +4%
FG
460
Fiduciary Group
Georgia
$45M +$355K +676 +0.9%
FWIA
461
Fort Washington Investment Advisors
Ohio
$44.8M -$4.28M -8,145 -9%
OC
462
Oppenheimer & Co
New York
$44.7M +$3.18M +6,050 +8%
BP
463
BCK Partners
New York
$44.5M +$27.9K +53 +0.1%
LSWP
464
Liberty Square Wealth Partners
Pennsylvania
$44.2M +$1.39M +2,644 +4%
MCC
465
Money Concepts Capital
Florida
$44M +$2.71M +5,164 +7%
MWM
466
Modern Wealth Management
Kansas
$44M -$45.2K -86 -0.1%
Sumitomo Mitsui Trust Group
467
Sumitomo Mitsui Trust Group
Japan
$43.9M +$40.6M +77,215 New
MWC
468
MBM Wealth Consultants
Missouri
$43.5M +$708K +1,348 +2%
SC
469
Steph & Co
Wisconsin
$43.3M +$34.7K +66 +0.1%
BOSSRA
470
B.O.S.S. Retirement Advisors
Utah
$43.3M +$186K +354 +0.5%
TF
471
Tenon Financial
New Jersey
$43M +$1.53M +2,917 +4%
TPCW
472
TD Private Client Wealth
New York
$42.8M +$256K +488 +0.7%
KV
473
Kickstand Ventures
New York
$42.5M -$4.54M -8,630 -10%
SIP
474
Sellwood Investment Partners
Oregon
$42.4M -$978K -1,861 -2%
DAS
475
Diversify Advisory Services
Utah
$42.4M +$7.8M +14,839 +26%