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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
Manchester Capital Management
Vermont
$21.9M -$4.14M -10,119 -17%
TA
502
TRB Advisors
New York
$21.8M
SF
503
Synovus Financial
Georgia
$21.8M +$1.46M +3,569 +8%
OP
504
ORG Partners
Indiana
$21.6M +$18.9M +46,101 +1,386%
FMP
505
Financial Management Professionals
Texas
$21.6M +$578K +1,412 +3%
RA
506
Rational Advisors
New York
$21.4M -$2.05M -5,012 -9%
BCM
507
Basso Capital Management
Connecticut
$21.4M -$1.61M -3,930 -7%
CG
508
Clifford Group
Massachusetts
$21.3M +$1.73M +4,224 +9%
BAM
509
Banta Asset Management
California
$21.2M -$503K -1,229 -2%
PFA
510
Professional Financial Advisors
Nebraska
$21.1M -$1.06M -2,596 -5%
SPIS
511
Steward Partners Investment Solutions
Oregon
$21M +$19.7M +48,172 New
SA
512
Scarborough Advisors
Maryland
$21M -$6.32M -15,446 -24%
CFSG
513
Clark Financial Services Group
Missouri
$20.9M -$113K -276 -0.6%
MPW
514
MGO Private Wealth
California
$20.9M -$462K -1,128 -2%
CWM
515
Certus Wealth Management
California
$20.9M +$2.21M +5,401 +13%
FIA
516
Foundations Investment Advisors
Arizona
$20.7M -$1.36M -3,334 -7%
GFP
517
Guardian Financial Partners
California
$20.6M -$932K -2,277 -5%
AWA
518
Arkadios Wealth Advisors
Georgia
$20.5M +$238K +582 +1%
KWM
519
Kingsview Wealth Management
Oregon
$20.4M +$3.27M +7,998 +21%
TWG
520
The Wealth Group
Minnesota
$20.4M +$18.4M +44,931 New
AF
521
Advisornet Financial
Minnesota
$20.3M +$1.52M +3,717 +9%
FHA
522
First Horizon Advisors
Tennessee
$20.3M -$317K -774 -2%
National Bank of Canada
523
National Bank of Canada
Quebec, Canada
$20.3M +$1.33M +3,258 +7%
CW
524
Connectus Wealth
Ohio
$20.2M +$9.42M +23,002 +99%
FFC
525
First Financial Corp
Indiana
$20.2M -$415K -1,013 -2%