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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BGA
801
Battery Global Advisors
Massachusetts
$14.6M
CFMC
802
Curbstone Financial Management Corp
New Hampshire
$14.6M -$173K -320 -1%
MWM
803
Meridian Wealth Management
Kentucky
$14.6M -$436K -806 -3%
WCFA
804
Walkner Condon Financial Advisors
Wisconsin
$14.6M -$94.6K -175 -0.6%
CWM
805
Cordatus Wealth Management
Pennsylvania
$14.6M +$10.3M +18,978 +203%
OCM
806
One Capital Management
California
$14.5M -$1.68M -3,102 -10%
CWM
807
Centricity Wealth Management
Ohio
$14.5M +$268K +495 +2%
RFP
808
Roth Financial Partners
Texas
$14.3M -$142K -262 -0.9%
GWA
809
Gibson Wealth Advisors
Texas
$14.2M -$749K -1,385 -5%
FPWM
810
FSB Premier Wealth Management
Iowa
$14.2M -$1.06M -1,958 -7%
AP
811
Adero Partners
California
$14.1M +$423K +783 +3%
AWM
812
Arista Wealth Management
Nevada
$14.1M +$189K +349 +1%
EPA
813
Element Pointe Advisors
Florida
$14.1M -$51.4K -95 -0.3%
MWM
814
Modera Wealth Management
New Jersey
$14.1M +$21.1K +39 +0.1%
Financial Engines Advisors
815
Financial Engines Advisors
California
$14.1M -$1.81M -3,349 -11%
BBHC
816
Brown Brothers Harriman & Co
New York
$14M +$780K +1,442 +6%
MFT
817
Moisand Fitzgerald Tamayo
Florida
$14M -$804K -1,487 -5%
SFS
818
Security Financial Services
Indiana
$14M -$222K -411 -1%
BMCM
819
Bryn Mawr Capital Management
Pennsylvania
$13.9M -$30.8K -57 -0.2%
BL
820
Balentine LLC
Georgia
$13.8M -$96.2K -178 -0.7%
ICCON
821
Investment Counsel Company of Nevada
Nevada
$13.8M -$661K -1,223 -4%
DKCM
822
Davidson Kahn Capital Management
California
$13.7M +$6.56M +12,137 +84%
AWM
823
Abound Wealth Management
Tennessee
$13.6M +$672K +1,243 +5%
DAS
824
Dynamic Advisor Solutions
Arizona
$13.6M +$14.3M +26,403 New
A
825
Allianz
Germany
$13.5M +$9.69M +17,927 +212%