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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
776
Parsec Financial Management
North Carolina
$525K -$76.7K -307 -13%
CAN
777
Claraphi Advisory Network
United States
$525K +$505K +2,022 New
ODCM
778
Old Dominion Capital Management
Virginia
$524K – – –
MMA
779
Miracle Mile Advisors
California
$522K -$114K -457 -19%
SEI Investments
780
SEI Investments
Pennsylvania
$521K – – –
ATFA
781
All Terrain Financial Advisors
Minnesota
$519K -$500 -2 -0.1%
BHIA
782
Birch Hill Investment Advisors
Massachusetts
$515K +$18K +72 +4%
TPA
783
Trivium Point Advisory
Connecticut
$513K +$123K +492 +33%
WPW
784
Waldron Private Wealth
Pennsylvania
$510K -$85.7K -343 -15%
MIM
785
Moseley Investment Management
Florida
$506K +$487K +1,948 New
CW
786
CreativeOne Wealth
Kansas
$503K -$14.2K -57 -3%
PGAM
787
Princeton Global Asset Management
New Jersey
$503K +$500 +2 +0.1%
CIA
788
Covington Investment Advisors
Pennsylvania
$502K -$24.5K -98 -5%
GFS
789
GYL Financial Synergies
Connecticut
$501K +$109K +437 +29%
CA
790
Capital Advantage
California
$500K -$76.4K -306 -14%
CB
791
Community Bank
New York
$499K – – –
QAM
792
QCI Asset Management
New York
$498K -$262K -1,047 -35%
I
793
IberiaBank
Louisiana
$494K -$14K -56 -3%
BCA
794
Bernzott Capital Advisors
California
$493K -$26.2K -105 -5%
1SB
795
1ST Source Bank
Indiana
$493K – – –
BFC
796
Bedel Financial Consulting
Indiana
$493K – – –
FAB
797
First American Bank
Illinois
$493K – – –
SWM
798
Segment Wealth Management
Texas
$493K – – –
MWA
799
MFA Wealth Advisors
Pennsylvania
$490K – – –
BSW
800
Buckingham Strategic Wealth
Missouri
$489K -$378K -1,514 -45%