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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
726
Core Wealth Advisors (Florida)
Florida
$24.3M +$408K +652 +2%
TPF
727
Tribridge Partners Financial
Maryland
$24.3M +$648K +1,036 +3%
IFS
728
Intelligent Financial Strategies
Minnesota
$24.2M -$540K -864 -2%
UF
729
Univest Financial
Pennsylvania
$24.2M +$585K +935 +2%
NGA
730
Naples Global Advisors
Florida
$24.2M +$201K +322 +0.8%
BW
731
Balance Wealth
Ohio
$24.1M +$8.8M +14,067 +53%
Independent Financial Group
732
Independent Financial Group
California
$24.1M +$2.68M +4,279 +12%
FVIM
733
Fort Vancouver Investment Management
Washington
$24M +$1.63M +2,613 +7%
Cary Street Partners
734
Cary Street Partners
Virginia
$24M +$1.82M +2,908 +8%
CWA
735
CM Wealth Advisors
Ohio
$24M -$136K -218 -0.5%
TFGT
736
TS Financial Group (TSFG)
Illinois
$23.9M +$432K +690 +2%
Spire Wealth Management
737
Spire Wealth Management
Virginia
$23.8M -$1.04M -1,669 -4%
Venture Visionary Partners
738
Venture Visionary Partners
Ohio
$23.7M -$81.3K -130 -0.3%
First National Trust
739
First National Trust
Pennsylvania
$23.6M +$1.36M +2,177 +6%
Western Wealth Management
740
Western Wealth Management
Colorado
$23.6M +$2.8M +4,482 +13%
IA
741
Integrity Alliance
Iowa
$23.5M -$7.55M -12,066 -23%
Thompson Siegel & Walmsley
742
Thompson Siegel & Walmsley
Virginia
$23.5M -$2.82M -4,514 -10%
TF
743
Trek Financial
Arizona
$23.5M -$10.7M -17,118 -30%
Zurich Insurance Group
744
Zurich Insurance Group
Switzerland
$23.5M -$1.13M -1,814 -4%
FOR
745
Family Office Research
Maryland
$23.4M -$438K -701 -2%
T. Rowe Price Associates
746
T. Rowe Price Associates
Maryland
$23.3M -$264K -422 -1%
EF
747
Envision Financial
Wisconsin
$23.3M -$358K -573 -1%
Busey Bank
748
Busey Bank
Illinois
$23.3M +$291K +465 +1%
Waldron Private Wealth
749
Waldron Private Wealth
Pennsylvania
$23.3M -$952K -1,523 -4%
CCAM
750
Cascades Capital Asset Management
North Carolina
$23.2M +$1.11M +1,782 +5%