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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
526
Intelligent Financial Strategies
Minnesota
$12.7M +$6.91M +19,552 +118%
PA
527
Parkside Advisors
California
$12.6M +$1.85M +5,230 +17%
RWMH
528
Riverpoint Wealth Management Holdings
Illinois
$12.5M +$117K +330 +0.9%
AIA
529
Avalon Investment & Advisory
Texas
$12.5M +$12.5M +35,482 New
VVP
530
Venture Visionary Partners
Ohio
$12.4M -$886K -2,507 -7%
BNP Paribas Financial Markets
531
BNP Paribas Financial Markets
France
$12.4M -$1.87M -5,284 -13%
EWA
532
EverSource Wealth Advisors
Alabama
$12.4M +$246K +697 +2%
NSIM
533
North Star Investment Management
Illinois
$12.3M +$61.5K +174 +0.5%
KPWS
534
Kestra Private Wealth Services
Texas
$12.2M -$1.38M -3,900 -10%
EGWAG
535
Elwood & Goetz Wealth Advisory Group
Georgia
$12.2M +$1.34M +3,784 +12%
BAM
536
Brave Asset Management
New Jersey
$12.2M +$1.74M +4,930 +17%
MA
537
MKT Advisors
California
$12.2M +$1.95M +5,516 +20%
CIA
538
Caerus Investment Advisors
Texas
$12.2M -$839K -2,376 -6%
HIIFS
539
Harel Insurance Investments & Financial Services
Israel
$12M -$3.53M -9,989 -23%
APG
540
Abacus Planning Group
South Carolina
$11.9M +$1.55M +4,378 +15%
FNT
541
First National Trust
Pennsylvania
$11.8M +$2.96M +8,379 +33%
DC
542
DeDora Capital
California
$11.6M -$189K -536 -2%
3IP
543
3Chopt Investment Partners
Virginia
$11.6M +$11.7M +32,978 New
ASN
544
Advisory Services Network
Georgia
$11.6M +$413K +1,168 +4%
MPW
545
MGO Private Wealth
California
$11.6M +$2.93M +8,303 +34%
NGA
546
Naples Global Advisors
Florida
$11.5M +$11.6M +32,789 New
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$11.5M +$11.1M +31,551 +2,938%
AP
548
Adero Partners
California
$11.4M
GT
549
Greenleaf Trust
Michigan
$11.3M +$5.71M +16,161 +101%
MFGP
550
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.3M +$854K +2,418 +8%