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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
701
Cornerstone Wealth Group
North Carolina
$21.4M +$249K +474 +1%
KWA
702
Kingswood Wealth Advisors
California
$21.4M -$1.01M -1,929 -5%
SIG
703
Stonegate Investment Group
Alabama
$21.4M +$151K +288 +0.8%
FNT
704
First National Trust
Pennsylvania
$21.3M -$171K -325 -0.9%
WPW
705
Waldron Private Wealth
Pennsylvania
$21.3M -$2.07M -3,937 -10%
BL
706
Balentine LLC
Georgia
$21.2M +$5.46M +10,398 +39%
T
707
Transce3nd
Texas
$21.2M +$18.7M +35,543 +2,074%
RWMH
708
Riverpoint Wealth Management Holdings
Illinois
$21.1M -$37.8K -72 -0.2%
OA
709
Operose Advisors
Wisconsin
$21.1M +$14M +26,570 +251%
LFP
710
Lakeshore Financial Planning
Michigan
$21.1M +$142K +270 +0.7%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$21M +$1.62M +3,077 +9%
GL
712
Graypoint LLC
New York
$21M +$3.45M +6,562 +22%
HWA
713
Heritage Wealth Advisors
Virginia
$20.8M -$35.2K -67 -0.2%
GVAG
714
Great Valley Advisor Group
Delaware
$20.8M +$256K +487 +1%
TA
715
TruWealth Advisors
Louisiana
$20.7M +$598K +1,137 +3%
DWM
716
Diversify Wealth Management
Utah
$20.6M +$623K +1,186 +4%
SW
717
SVB Wealth
Massachusetts
$20.6M +$19M +36,247 New
KA
718
Kovack Advisors
Florida
$20.5M +$1.15M +2,195 +6%
SIA
719
Spectrum Investment Advisors
Wisconsin
$20.5M +$524K +997 +3%
Toronto Dominion Bank
720
Toronto Dominion Bank
Ontario, Canada
$20.5M +$2.35M +4,472 +14%
GFP
721
Guardian Financial Partners
California
$20.4M -$188K -357 -1%
1IA
722
1834 Investment Advisors
Wisconsin
$20.4M -$509K -968 -3%
ACM
723
Alamar Capital Management
California
$20.4M +$3.16M +6,007 +20%
AF
724
Apexium Financial
Texas
$20.3M -$1.67M -3,174 -8%
CCAM
725
Cascades Capital Asset Management
North Carolina
$20.3M -$2.89M -5,507 -13%