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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
601
Prudential plc
United Kingdom
$21.1M +$7.62M +15,000 +60%
EWA
602
Exencial Wealth Advisors
Oklahoma
$21M +$513K +1,010 +3%
CWM
603
Certus Wealth Management
California
$21M +$5.82M +11,449 +40%
MWM
604
Mittelman Wealth Management
Massachusetts
$21M +$6.95M +13,666 +52%
VCA
605
Verdence Capital Advisors
Maryland
$21M +$659K +1,297 +3%
PIMJS
606
PKO Investment Management Joint-Stock
Poland
$21M +$2.05M +4,042 +11%
TW
607
Traveka Wealth
California
$20.8M -$5.13M -10,096 -20%
UI
608
Unconventional Investor
New Hampshire
$20.8M +$4.07M +8,010 +26%
IAN
609
Integrated Advisors Network
Texas
$20.8M -$1.2M -2,369 -6%
AIP
610
Almanack Investment Partners
Pennsylvania
$20.7M +$1.22M +2,399 +7%
NSIM
611
North Star Investment Management
Illinois
$20.6M +$148K +291 +0.7%
GFP
612
Guardian Financial Partners
California
$20.6M -$1.98M -3,889 -9%
FC
613
Fairscale Capital
New Hampshire
$20.5M +$1.02M +2,001 +5%
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$20.4M +$3.19M +6,283 +19%
American Century Companies
615
American Century Companies
Missouri
$20.3M -$1.47M -2,900 -7%
KFGK
616
Keystone Financial Group (Kentucky)
Kentucky
$20.1M +$19.4M +38,184 New
EWM
617
Elevatus Welath Management
New York
$20.1M +$18.7M +36,751 +2,842%
SFPM
618
Sensible Financial Planning & Management
Massachusetts
$20M -$244K -481 -1%
RA
619
Rational Advisors
New York
$20M -$401K -789 -2%
BWM
620
Benchmark Wealth Management
Connecticut
$19.9M +$704K +1,385 +4%
SFA
621
Sequoia Financial Advisors
Ohio
$19.9M +$1.12M +2,203 +6%
NGA
622
Naples Global Advisors
Florida
$19.9M +$385K +757 +2%
OAJ
623
Ogorek Anthony Joseph
New York
$19.9M +$1.6M +3,152 +9%
FB
624
Fulton Bank
Pennsylvania
$19.8M +$1M +1,971 +6%
OIS
625
Okabena Investment Services
Minnesota
$19.7M +$8.65M +17,022 +84%