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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
651
Parsec Financial Management
North Carolina
$584K +$2.62K +10 +0.5%
SEI Investments
652
SEI Investments
Pennsylvania
$583K -$4.29M -16,391 -88%
EF
653
Empirical Finance
Pennsylvania
$581K – – –
GWM
654
Geneos Wealth Management
Colorado
$581K +$159K +606 +39%
TCM
655
TD Capital Management
Tennessee
$571K +$2.62K +10 +0.5%
AIA
656
Arcadia Investment Advisors
Idaho
$558K – – –
SBIA
657
Sheaff Brock Investment Advisors
Indiana
$556K +$26.7K +102 +5%
ACS
658
Archford Capital Strategies
Illinois
$546K -$1.88M -7,178 -78%
CIA
659
Covington Investment Advisors
Pennsylvania
$543K – – –
BCA
660
Bernzott Capital Advisors
California
$535K -$1.12M -4,280 -68%
ATFA
661
All Terrain Financial Advisors
Minnesota
$535K -$262K -1,000 -33%
CW
662
CreativeOne Wealth
Kansas
$533K -$1.57K -6 -0.3%
VFA
663
Valeo Financial Advisors
Indiana
$532K -$24.9K -95 -4%
FMWA
664
Forvis Mazars Wealth Advisors
Missouri
$532K – – –
IAM
665
Integre Asset Management
New York
$526K -$523 -2 -0.1%
GHA
666
GW Henssler & Associates
Georgia
$526K +$76.7K +293 +17%
RPG
667
Resource Planning Group
Georgia
$525K +$515K +1,967 New
I
668
IberiaBank
Louisiana
$523K – – –
TFS
669
TrustCore Financial Services
Tennessee
$516K -$1.83K -7 -0.4%
ODCM
670
Old Dominion Capital Management
Virginia
$516K +$506K +1,933 New
NEPPG
671
New England Professional Planning Group
Rhode Island
$515K – – –
FAB
672
First American Bank
Illinois
$515K +$505K +1,930 New
AWM
673
Aries Wealth Management
Maine
$513K – – –
CB
674
Cadence Bank
Mississippi
$511K – – –
BHIA
675
Birch Hill Investment Advisors
Massachusetts
$508K -$14.9K -57 -3%