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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
776
Montag & Associates
Georgia
$22.1M +$1.65M +2,642 +8%
TA
777
TruWealth Advisors
Louisiana
$22M +$33.1K +53 +0.1%
CT
778
Caldwell Trust
Florida
$21.9M -$376K -601 -2%
KFGK
779
Keystone Financial Group (Kentucky)
Kentucky
$21.9M +$8.13K +13 +0%
Balentine LLC
780
Balentine LLC
Georgia
$21.8M +$35.6K +57 +0.2%
Farmers & Merchants Investments Inc
781
Farmers & Merchants Investments Inc
Nebraska
$21.7M -$67.5K -108 -0.3%
WAM
782
WNY Asset Management
New York
$21.6M +$22.6M +36,200 New
TWG
783
The Wealth Group
Minnesota
$21.6M +$227K +363 +1%
Evergreen Capital Management
784
Evergreen Capital Management
Washington
$21.6M +$250K +399 +1%
RDWM
785
Red Door Wealth Management
Tennessee
$21.5M +$429K +686 +2%
CFO
786
CVA Family Office
Colorado
$21.5M -$4.89M -7,814 -18%
MASECO Private Wealth
787
MASECO Private Wealth
$21.3M -$626K -1,001 -3%
PCMNC
788
Piedmont Capital Management (North Carolina)
North Carolina
$21.3M -$115K -184 -0.5%
VCP
789
Verus Capital Partners
Arizona
$21.3M +$1.38M +2,209 +7%
First Command Advisory Services
790
First Command Advisory Services
Texas
$21.2M +$569K +910 +3%
AIA
791
AssuredPartners Investment Advisors
Florida
$21.1M +$906K +1,448 +4%
Bridges Investment Management
792
Bridges Investment Management
Nebraska
$21.1M +$2.81M +4,492 +15%
WRCM
793
Western Reserve Capital Management
Ohio
$21.1M +$22.5K +36 +0.1%
Barings
794
Barings
North Carolina
$21.1M – – –
WWC
795
Waypoint Wealth Counsel
Georgia
$21.1M -$1.63M -2,613 -7%
TFS
796
Thoroughbred Financial Services
Tennessee
$21M +$1.03M +1,652 +5%
CWMK
797
Caliber Wealth Management (Kansas)
Kansas
$21M -$1.06M -1,690 -5%
SIA
798
Spectrum Investment Advisors
Wisconsin
$21M +$540K +863 +3%
American Century Companies
799
American Century Companies
Missouri
$21M -$5M -8,000 -19%
BFA
800
Beaumont Financial Advisors
Massachusetts
$20.9M +$2.58M +4,132 +13%