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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
776
Miracle Mile Advisors
California
$522K -$114K -457 -19%
SEI Investments
777
SEI Investments
Pennsylvania
$521K
ATFA
778
All Terrain Financial Advisors
Minnesota
$519K -$500 -2 -0.1%
BHIA
779
Birch Hill Investment Advisors
Massachusetts
$515K +$18K +72 +4%
TPA
780
Trivium Point Advisory
Connecticut
$513K +$123K +492 +33%
WPW
781
Waldron Private Wealth
Pennsylvania
$510K -$85.7K -343 -15%
MIM
782
Moseley Investment Management
Florida
$506K +$487K +1,948 New
CW
783
CreativeOne Wealth
Kansas
$503K -$14.2K -57 -3%
PGAM
784
Princeton Global Asset Management
New Jersey
$503K +$500 +2 +0.1%
CIA
785
Covington Investment Advisors
Pennsylvania
$502K -$24.5K -98 -5%
GFS
786
GYL Financial Synergies
Connecticut
$501K +$109K +437 +29%
CA
787
Capital Advantage
California
$500K -$76.4K -306 -14%
CB
788
Community Bank
New York
$499K
QAM
789
QCI Asset Management
New York
$498K -$262K -1,047 -35%
I
790
IberiaBank
Louisiana
$494K -$14K -56 -3%
BCA
791
Bernzott Capital Advisors
California
$493K -$26.2K -105 -5%
1SB
792
1ST Source Bank
Indiana
$493K
BFC
793
Bedel Financial Consulting
Indiana
$493K
FAB
794
First American Bank
Illinois
$493K
SWM
795
Segment Wealth Management
Texas
$493K
MWA
796
MFA Wealth Advisors
Pennsylvania
$490K
BSW
797
Buckingham Strategic Wealth
Missouri
$489K -$378K -1,514 -45%
BWCS
798
Beirne Wealth Consulting Services
Connecticut
$488K -$38.7K -155 -8%
RWA
799
River Wealth Advisors
Pennsylvania
$485K +$5.75K +23 +1%
FPFS
800
First Personal Financial Services
North Carolina
$480K +$430K +1,720 +1,323%