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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UI
626
Unconventional Investor
New Hampshire
$23.5M +$2.32M +4,278 +11%
CLG
627
Cooperman Leon G
$23.5M
ATC
628
Argent Trust Co
Tennessee
$23.5M +$5.02M +9,262 +27%
RBC
629
Romano Brothers & Co
Illinois
$23.5M +$162K +299 +0.7%
MTC
630
Matrix Trust Company
Colorado
$23.4M -$224K -414 -0.9%
TF
631
Tompkins Financial
New York
$23.3M +$3.74M +6,914 +19%
SAA
632
Southeast Asset Advisors
Georgia
$23.3M -$4.31M -7,965 -16%
WJWM
633
Williams Jones Wealth Management
New York
$23.2M -$3.96M -7,319 -15%
CWA
634
CM Wealth Advisors
Ohio
$23.1M -$1.22M -2,249 -5%
CFA
635
CWS Financial Advisors
Michigan
$23M +$276K +509 +1%
PFS
636
Prospera Financial Services
Texas
$22.9M +$5.1M +9,417 +29%
CSIA
637
Carl Stuart Investment Advisor
Texas
$22.7M -$910K -1,680 -4%
BHB
638
Bank Hapoalim BM
Israel
$22.6M +$975K +1,800 +4%
AWA
639
Arkadios Wealth Advisors
Georgia
$22.5M -$1.54M -2,839 -6%
FFP
640
Freedom Financial Partners
Minnesota
$22.4M +$22.5M +41,570 New
TCOV
641
Trust Company of Vermont
Vermont
$22.4M +$10.5M +19,404 +88%
CWM
642
Certus Wealth Management
California
$22.4M +$200K +370 +0.9%
CWAF
643
Core Wealth Advisors (Florida)
Florida
$22.3M -$36.8K -68 -0.2%
IAN
644
Integrated Advisors Network
Texas
$22.3M +$1.09M +2,004 +5%
TW
645
TritonPoint Wealth
Maryland
$22.2M +$182K +336 +0.8%
HNWAG
646
High Net Worth Advisory Group
Florida
$22.2M +$309K +570 +1%
RA
647
Rational Advisors
New York
$22.1M +$1.78M +3,295 +9%
KWA
648
Kingswood Wealth Advisors
California
$22.1M +$12M +22,154 +118%
American Century Companies
649
American Century Companies
Missouri
$22.1M +$1.35M +2,500 +6%
BAM
650
Belpointe Asset Management
Nevada
$22.1M -$126K -232 -0.5%