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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
551
Crestwood Advisors Group
Massachusetts
$48.7M +$684K +1,026 +1%
FPAS
552
Focus Partners Advisor Solutions
Missouri
$48.6M -$1.55M -2,329 -3%
LIM
553
Leavell Investment Management
Alabama
$48.5M +$1.83M +2,750 +4%
AW
554
Avion Wealth
Texas
$48.4M +$1.01M +1,514 +2%
EWS
555
Evergreen Wealth Solutions
Pennsylvania
$48.4M +$22.7M +34,010 +101%
MLIC
556
Mandatum Life Insurance Company
Finland
$48.4M +$5.12M +7,673 +12%
CMAI
557
Capital Management Associates Inc
Minnesota
$48.3M +$1.72M +2,586 +4%
LFAS
558
Level Four Advisory Services
Texas
$48.2M +$840K +1,260 +2%
VP
559
Verum Partners
North Carolina
$48.2M -$204K -306 -0.4%
FW
560
Fairway Wealth
Ohio
$48.2M +$4.26M +6,383 +10%
GFG
561
Greenbush Financial Group
New York
$48M +$529K +793 +1%
BCM
562
Basso Capital Management
Connecticut
$47.8M +$9.74M +14,618 +27%
DWS
563
Discipline Wealth Solutions
South Carolina
$47.8M +$9.67M +14,501 +26%
JIC
564
Johnson Investment Counsel
Ohio
$47.8M -$1.54M -2,304 -3%
FB
565
Fulton Bank
Pennsylvania
$47.7M -$6.98M -10,465 -13%
MG
566
Mather Group
Illinois
$47.6M +$649K +973 +1%
AMPWP
567
Alvarez & Marsal Private Wealth Partners
Florida
$46.9M -$275K -412 -0.6%
OHIS
568
Oak Harvest Investment Services
Texas
$46.9M -$1.95M -2,925 -4%
SA
569
Scarborough Advisors
Maryland
$46.6M +$20.7M +31,005 +83%
AI
570
Atom Investors
Texas
$46M -$46K -69 -0.1%
PAI
571
Power Alpha Investment
British Virgin Islands
$45.7M – – –
SFA
572
Sequoia Financial Advisors
Ohio
$45.7M +$1.83M +2,742 +4%
Asset Management One
573
Asset Management One
Japan
$45.7M -$665K -997 -1%
NAS
574
NWF Advisory Services
California
$45.3M +$229K +344 +0.5%
PAS
575
Park Avenue Securities
New York
$45.2M -$1.4M -2,102 -3%