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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
701
Violich Capital Management
California
$450K +$192K +735 +77%
MCM
702
McRae Capital Management
New Jersey
$448K – – –
SWA
703
SFMG Wealth Advisors
Texas
$448K – – –
AA
704
Apriem Advisors
California
$445K +$102K +389 +30%
Carson Wealth (CWM LLC)
705
Carson Wealth (CWM LLC)
Nebraska
$443K +$429K +1,639 +9,106%
SWM
706
Segment Wealth Management
Texas
$442K – – –
WTFG
707
Wells Trecaso Financial Group
Ohio
$441K +$6.54K +25 +2%
SPI
708
Santori & Peters Inc
Pennsylvania
$440K -$135K -514 -24%
1WA
709
180 Wealth Advisors
Washington
$437K -$7.59K -29 -2%
B
710
Bailard
California
$434K +$171K +655 +67%
EC
711
Estate Counselors
Wisconsin
$427K – – –
RE
712
RBC Europe
United Kingdom
$426K +$7.85K +30 +2%
APP
713
Avantax Planning Partners
Iowa
$425K +$12.3K +47 +3%
PIC
714
Portland Investment Counsel
Ontario, Canada
$422K – – –
RIA
715
Regal Investment Advisors
Michigan
$417K +$409K +1,562 New
ACA
716
Atlas Capital Advisors
Wyoming
$417K – – –
JWA
717
JFS Wealth Advisors
Pennsylvania
$416K +$407K +1,556 New
AI
718
Accredited Investors
Minnesota
$410K -$43.2K -165 -10%
FWSM
719
First Wilshire Securities Management
California
$409K -$78.5K -300 -16%
IF
720
IRON Financial
Illinois
$406K +$106K +405 +36%
WCM
721
Windham Capital Management
Massachusetts
$401K – – –
MSAM
722
Moloney Securities Asset Management
Missouri
$400K +$42.7K +163 +12%
CHA
723
Carmichael Hill & Associates
Maryland
$394K +$14.7K +56 +4%
RCM
724
RB Capital Management
Nevada
$388K -$3.76M -14,382 -91%
SAM
725
SP Asset Management
California
$386K – – –