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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$38.8M +$3.67M +6,980 +11%
LWMNY
502
Landmark Wealth Management (New York)
New York
$38.5M -$635K -1,208 -2%
WC
503
Westerkirk Capital
$38.5M +$35.6M +67,775 New
PWS
504
Precision Wealth Strategies
Missouri
$38.4M +$35.6M +67,677 New
BWM
505
BCS Wealth Management
Tennessee
$38M +$5.35M +10,183 +18%
Principal Financial Group
506
Principal Financial Group
Iowa
$37.9M -$502K -956 -1%
PL
507
Plancorp LLC
Missouri
$37.6M +$2.01M +3,818 +6%
SWM
508
SigFig Wealth Management
California
$37.6M +$143K +273 +0.4%
JFG
509
JDM Financial Group
Texas
$37.4M -$429K -817 -1%
AIP
510
Ameritas Investment Partners
Nebraska
$37.4M -$4.99M -9,487 -13%
MG
511
Mather Group
Illinois
$37.3M +$1.19M +2,259 +4%
EWS
512
Eagle Wealth Strategies
New Jersey
$37.2M +$127K +241 +0.4%
State Farm Mutual Automobile Insurance
513
State Farm Mutual Automobile Insurance
Illinois
$36.9M +$25M +47,480 +271%
MPW
514
MGO Private Wealth
California
$36.6M +$3.92M +7,468 +13%
PAI
515
Pittenger & Anderson Inc
Nebraska
$36.6M +$183K +348 +0.5%
OPW
516
Oxler Private Wealth
New York
$36.5M +$6.07M +11,544 +22%
SLT
517
St Louis Trust
Missouri
$36.5M +$2.74M +5,219 +9%
MMPW
518
Mitchell McLeod Pugh & Williams
Alabama
$36.3M +$644K +1,225 +2%
FB
519
Fulton Bank
Pennsylvania
$36M +$2.35M +4,471 +8%
VP
520
Verum Partners
North Carolina
$35.9M +$10.8M +20,608 +48%
EFG
521
Ethos Financial Group
Pennsylvania
$35.7M +$16.9M +32,210 +105%
LIM
522
Leavell Investment Management
Alabama
$35.7M +$1.7M +3,231 +5%
ORL
523
Oak Root LLC
California
$35.6M -$309K -588 -0.9%
FMP
524
Financial Management Professionals
Texas
$35.5M +$1.68M +3,200 +5%
FSA
525
Financial Sense Advisors
California
$35.5M -$7.55M -14,367 -19%