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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
726
Waldron Private Wealth
Pennsylvania
$25.4M -$839K -1,350 -3%
XPN
727
XY Planning Network
Montana
$25.4M +$18.8M +30,315 +300%
CWA
728
CM Wealth Advisors
Ohio
$25.3M -$28K -45 -0.1%
NGA
729
Naples Global Advisors
Florida
$25.2M -$357K -575 -1%
FOR
730
Family Office Research
Maryland
$25.2M -$666K -1,071 -3%
CWAF
731
Core Wealth Advisors (Florida)
Florida
$25.1M +$129K +208 +0.5%
STFP
732
Signal Tree Financial Partners
Ohio
$25M +$213K +343 +0.9%
VA
733
VestGen Advisors
Illinois
$24.9M -$503K -809 -2%
VCA
734
Verdence Capital Advisors
Maryland
$24.9M -$36K -58 -0.1%
UF
735
Univest Financial
Pennsylvania
$24.8M -$248K -399 -1%
EF
736
Envision Financial
Wisconsin
$24.8M +$3.45M +5,552 +16%
LNWTC
737
Laird Norton Wetherby Trust Company
Washington
$24.8M +$24.6M +39,507 New
RC
738
Rareview Capital
Nevada
$24.8M +$179K +288 +0.7%
CIA
739
Capital Investment Advisors
Georgia
$24.8M +$1.76M +2,835 +8%
T. Rowe Price Associates
740
T. Rowe Price Associates
Maryland
$24.7M – – –
TFGT
741
TS Financial Group (TSFG)
Illinois
$24.7M +$4.24M +6,817 +21%
I
742
InvesTrust
Oklahoma
$24.6M +$31.1K +50 +0.1%
TPF
743
Tribridge Partners Financial
Maryland
$24.6M +$1.16M +1,862 +5%
SIM
744
Synergy Investment Management
Florida
$24.6M -$962K -1,548 -4%
AAA
745
Andrews Advisory Associates
Hawaii
$24.6M +$24.3M +39,165 New
CAG
746
Carroll Advisory Group
Texas
$24.5M +$24.3M +39,116 New
JSW
747
Journey Strategic Wealth
New Jersey
$24.5M +$416K +669 +2%
SVWAG
748
Sound View Wealth Advisors Group
Georgia
$24.4M +$160K +258 +0.7%
NAS
749
Nicolet Advisory Services
Wisconsin
$24.2M +$6.62M +10,656 +39%
MA
750
MKT Advisors
California
$24.2M -$127K -204 -0.5%