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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
801
Central Bank & Trust
Kentucky
$611K -$4.61K -17 -0.8%
TF
802
Trek Financial
Arizona
$611K – – –
BFC
803
Bedel Financial Consulting
Indiana
$609K – – –
BB
804
Busey Bank
Illinois
$604K – – –
CWM
805
Concentrum Wealth Management
California
$602K -$34.2K -126 -5%
NFG
806
Nations Financial Group
Iowa
$598K -$61.3K -226 -10%
SS
807
Sunbelt Securities
Texas
$598K +$170K +625 +40%
RWA
808
River Wealth Advisors
Pennsylvania
$597K +$86.3K +318 +17%
LC
809
Lavaca Capital
Texas
$595K -$46.1K -170 -7%
TNB
810
Thomasville National Bank
Georgia
$595K +$34.5K +127 +6%
FNBT
811
FineMark National Bank & Trust
Florida
$595K +$593K +2,184 New
RSWM
812
Robertson Stephens Wealth Management
California
$594K +$589K +2,170 New
CPIA
813
Cornell Pochily Investment Advisors
New York
$593K +$271 +1 +0%
LIA
814
LBMC Investment Advisors
Tennessee
$592K -$62.4K -230 -10%
IAMOG
815
Investors Asset Management of Georgia
Georgia
$589K +$2.44K +9 +0.4%
CB
816
Community Bank
New York
$579K +$9.77K +36 +2%
OPCM
817
Osborne Partners Capital Management
California
$579K +$96.6K +356 +20%
AIA
818
Arcadia Investment Advisors
Idaho
$570K – – –
SC
819
Savant Capital
Illinois
$569K +$16K +59 +3%
SBIA
820
Sheaff Brock Investment Advisors
Indiana
$563K +$105K +386 +23%
SEI Investments
821
SEI Investments
Pennsylvania
$555K +$9.77K +36 +2%
DWA
822
Douglass Winthrop Advisors
New York
$554K +$2.71K +10 +0.5%
CAM
823
Cypress Asset Management
Texas
$552K – – –
1WA
824
180 Wealth Advisors
Washington
$550K +$39.1K +144 +8%
BO
825
BRR OpCo
Ohio
$549K -$678K -2,499 -55%