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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Modera Wealth Management
New Jersey
$793K -$82.5K -345 -10%
BMM
552
Buffington Mohr McNeal
Idaho
$784K +$3.11K +13 +0.4%
MA
553
Montag & Associates
Georgia
$781K -$26.3K -110 -3%
LFG
554
Larson Financial Group
Missouri
$778K +$758K +3,172 New
IWM
555
IHT Wealth Management
Illinois
$777K +$688K +2,878 +1,370%
KSA
556
Ken Stern & Associates
California
$767K -$1.91M -7,985 -72%
FWCM
557
Ferguson Wellman Capital Management
Oregon
$764K +$9.56K +40 +1%
RMAM
558
Raab & Moskowitz Asset Management
New Jersey
$752K -$56.9K -238 -7%
VDI
559
Vaughan David Investments
Illinois
$752K +$733K +3,067 New
AWM
560
Altavista Wealth Management
North Carolina
$751K +$53.1K +222 +8%
CPIA
561
Cornell Pochily Investment Advisors
New York
$749K +$730K +3,055 New
OWD
562
Osborn Williams & Donohoe
Ohio
$744K +$23.4K +98 +3%
RWP
563
RWA Wealth Partners
Massachusetts
$741K -$72.7K -304 -9%
BWFA
564
Baltimore-Washington Financial Advisors
Maryland
$738K +$420K +1,757 +140%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$736K -$31.5K -132 -4%
ATFA
566
All Terrain Financial Advisors
Minnesota
$736K +$717K +3,000 New
I
567
IberiaBank
Louisiana
$723K +$234K +979 +51%
DY
568
Dowling & Yahnke
California
$721K – – –
CA
569
Capital Advantage
California
$717K -$26.5K -111 -4%
DSC
570
Duncker Streett & Co
Missouri
$713K +$48.3K +202 +7%
Chevy Chase Trust
571
Chevy Chase Trust
Maryland
$710K +$145K +608 +27%
CMO
572
Covenant Multifamily Offices
Texas
$708K – – –
NDSI
573
Newman Dignan & Sheerar Inc
Rhode Island
$708K +$187K +782 +37%
AIIMS
574
Analyst IMS Investment Management Services
Israel
$704K – – –
VCAM
575
Van Cleef Asset Management
Ohio
$699K – – –