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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Axxcess Wealth Management
California
$26.8M +$8.07M +13,697 +45%
CLG
652
Cooperman Leon G
$26.7M
BWFA
653
Baltimore-Washington Financial Advisors
Maryland
$26.7M +$239K +406 +0.9%
FC
654
Fairscale Capital
New Hampshire
$26.6M -$236K -401 -0.9%
CMBA
655
C.M. Bidwell & Associates
Hawaii
$26.5M +$18.8M +31,855 +278%
BWIA
656
Bryant Woods Investment Advisors
New York
$26.4M +$858K +1,455 +3%
NB
657
Nicolet Bankshares
Wisconsin
$26.3M +$707K +1,200 +3%
FFP
658
Freedom Financial Partners
Minnesota
$26.2M +$388K +659 +2%
EWA
659
Exencial Wealth Advisors
Oklahoma
$26M +$691K +1,173 +3%
American Century Companies
660
American Century Companies
Missouri
$25.8M +$4.95M +8,400 +25%
OA
661
Operose Advisors
Wisconsin
$25.8M +$2.91M +4,940 +13%
FNBSF
662
First National Bank Sioux Falls
South Dakota
$25.7M +$38.9K +66 +0.2%
WPW
663
Waldron Private Wealth
Pennsylvania
$25.7M +$2.62M +4,453 +12%
IFS
664
Intelligent Financial Strategies
Minnesota
$25.5M -$5.02M -8,518 -17%
CSIA
665
Carl Stuart Investment Advisor
Texas
$25.3M -$58.4K -99 -0.2%
RWS
666
Retirement Wealth Solutions
Wisconsin
$25.3M -$399K -677 -2%
AWA
667
Arkadios Wealth Advisors
Georgia
$25.2M +$692K +1,174 +3%
TBWA
668
Three Bridge Wealth Advisors
California
$25.1M +$236K +400 +1%
CFSG
669
Clark Financial Services Group
Missouri
$25.1M -$285K -484 -1%
RA
670
RFG Advisory
Alabama
$25.1M +$890K +1,510 +4%
FOR
671
Family Office Research
Maryland
$25M +$309K +524 +1%
NGA
672
Naples Global Advisors
Florida
$25M +$113K +192 +0.5%
VCA
673
Verdence Capital Advisors
Maryland
$25M +$114K +193 +0.5%
TW
674
TritonPoint Wealth
Maryland
$24.9M -$28.9K -49 -0.1%
SIM
675
Synergy Investment Management
Florida
$24.9M +$240K +407 +1%