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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
801
Parsec Financial Management
North Carolina
$544K – – –
MMA
802
Miracle Mile Advisors
California
$542K – – –
LPT
803
Legacy Private Trust
Wisconsin
$540K -$486K -1,837 -48%
SEI Investments
804
SEI Investments
Pennsylvania
$539K -$1.85K -7 -0.3%
SWA
805
SFMG Wealth Advisors
Texas
$539K +$83.6K +316 +19%
FMTC
806
Farmers & Merchants Trust Company
California
$538K +$529K +2,000 New
WP
807
WealthShield Partners
North Carolina
$534K -$18.5K -70 -3%
BHIA
808
Birch Hill Investment Advisors
Massachusetts
$532K -$1.32K -5 -0.3%
WPW
809
Waldron Private Wealth
Pennsylvania
$529K -$1.85K -7 -0.4%
MIM
810
Moseley Investment Management
Florida
$524K – – –
ODCM
811
Old Dominion Capital Management
Virginia
$523K – – –
TI
812
Trexquant Investment
Connecticut
$523K +$514K +1,943 New
CIA
813
Covington Investment Advisors
Pennsylvania
$521K – – –
HFM
814
Harvest Fund Management
China
$516K -$445K -1,681 -47%
DS
815
DRW Securities
Illinois
$515K +$507K +1,915 New
1SB
816
1ST Source Bank
Indiana
$512K – – –
BCA
817
Bernzott Capital Advisors
California
$511K – – –
1WA
818
180 Wealth Advisors
Washington
$509K +$64.3K +243 +15%
MWA
819
MFA Wealth Advisors
Pennsylvania
$508K – – –
TPA
820
Trivium Point Advisory
Connecticut
$507K -$24.9K -94 -5%
OMC
821
Old Mission Capital
Illinois
$506K +$497K +1,880 New
RWA
822
River Wealth Advisors
Pennsylvania
$504K +$529 +2 +0.1%
SFG
823
Sather Financial Group
Texas
$502K +$494K +1,866 New
SG Americas Securities
824
SG Americas Securities
New York
$501K -$4.03M -15,239 -89%
BFO
825
Boston Family Office
Massachusetts
$499K +$82K +310 +20%