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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
751
Cornell Pochily Investment Advisors
New York
$575K -$124K -499 -17%
GG
752
GenWealth Group
New Jersey
$574K +$174K +703 +39%
TF
753
Trek Financial
Arizona
$571K +$616K +2,486 New
AIM
754
Allen Investment Management
New York
$570K – – –
MMA
755
Miracle Mile Advisors
California
$568K -$103K -417 -14%
EAM
756
Evanson Asset Management
California
$568K – – –
PFBT
757
Parkside Financial Bank & Trust
Missouri
$567K +$29.2K +118 +5%
AIM
758
Axiom Investment Management
New York
$566K +$610K +2,462 New
BOS
759
Bingham Osborn & Scarborough
California
$565K -$44.1K -178 -7%
Kovitz Investment Group Partners
760
Kovitz Investment Group Partners
Illinois
$564K +$607K +2,452 New
FCM
761
Force Capital Management
New York
$552K +$595K +2,400 New
SIA
762
Starfire Investment Advisers
Michigan
$549K +$293K +1,181 +98%
RIA
763
Regal Investment Advisors
Michigan
$546K +$202K +816 +52%
ECM
764
EagleClaw Capital Management
Massachusetts
$544K – – –
LC
765
Lavaca Capital
Texas
$541K +$583K +2,352 New
BHWM
766
Bay Harbor Wealth Management
Maryland
$541K +$583K +2,354 New
PD
767
Planning Directions
Pennsylvania
$538K -$16.3K -66 -3%
CCMG
768
Clark Capital Management Group
Pennsylvania
$538K – – –
PFM
769
Parsec Financial Management
North Carolina
$535K +$35.2K +142 +6%
SFSIG
770
San Francisco Sentry Investment Group
California
$534K -$4.95K -20 -0.9%
APP
771
Avantax Planning Partners
Iowa
$533K +$180K +727 +46%
AWA
772
Alaska Wealth Advisors
Alaska
$532K -$66.6K -269 -10%
TNB
773
Thomasville National Bank
Georgia
$531K – – –
GP
774
Girard Partners
Pennsylvania
$530K -$1.35M -5,450 -70%
WPW
775
Waldron Private Wealth
Pennsylvania
$530K +$572K +2,308 New