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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
701
Dupont Capital Management
Delaware
$9.09M -$9.53M -23,295 -50%
BSSFA
702
Baron Silver Stevens Financial Advisors
Florida
$9.07M -$574K -1,405 -6%
AIP
703
Almanack Investment Partners
Pennsylvania
$9.05M +$551K +1,347 +6%
PTC
704
Philadelphia Trust Company
Pennsylvania
$8.97M +$1.94M +4,755 +26%
FFA
705
Farther Finance Advisors
California
$8.93M +$6.9M +16,883 +289%
Amundi
706
Amundi
France
$8.82M +$2.5M +6,125 +38%
FNBSF
707
First National Bank Sioux Falls
South Dakota
$8.81M +$1.1M +2,686 +14%
RWA
708
Ropes Wealth Advisors
Massachusetts
$8.81M -$24.9K -61 -0.3%
BBWP
709
Beacon Bridge Wealth Partners
Pennsylvania
$8.77M +$6.13K +15 +0.1%
MWM
710
Merriman Wealth Management
Washington
$8.66M -$128K -312 -1%
WAM
711
WNY Asset Management
New York
$8.65M +$502K +1,227 +6%
WFA
712
West Financial Advisors
Iowa
$8.6M -$304K -744 -3%
MI
713
Mercer Investments
Massachusetts
$8.58M -$810K -1,982 -8%
FCC
714
Flower City Capital
New York
$8.57M +$211K +517 +2%
NAS
715
Nicolet Advisory Services
Wisconsin
$8.53M +$98.1K +240 +1%
GT
716
Glenview Trust
Kentucky
$8.53M -$599K -1,464 -6%
SFS
717
Security Financial Services
Indiana
$8.52M +$711K +1,740 +9%
LFAS
718
Level Four Advisory Services
Texas
$8.49M +$380K +930 +4%
AIA
719
Alera Investment Advisors
Illinois
$8.45M -$285K -698 -3%
KW
720
KWB Wealth
California
$8.45M -$162K -395 -2%
CA
721
Crewe Advisors
Utah
$8.42M -$37.6K -92 -0.4%
CWP
722
Curated Wealth Partners
California
$8.4M +$4.57M +11,180 +109%
TI
723
Truepoint Inc
Ohio
$8.39M +$1.17M +2,858 +15%
GD
724
Grandfield & Dodd
New York
$8.38M +$48.7K +119 +0.6%
JIC
725
Johnson Investment Counsel
Ohio
$8.38M +$1.02M +2,503 +13%