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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
801
Brown Brothers Harriman & Co
New York
$20.9M -$13M -20,770 -37%
RA
802
Rational Advisors
New York
$20.9M +$961K +1,536 +5%
CFSG
803
Clark Financial Services Group
Missouri
$20.7M -$2.15M -3,436 -9%
ES
804
Eagle Strategies
New York
$20.7M +$7.29M +11,662 +51%
FTWA
805
Fifth Third Wealth Advisors
Ohio
$20.6M +$6.67M +10,659 +45%
Korea Investment Corp
806
Korea Investment Corp
South Korea
$20.5M -$119M -190,556 -85%
DW
807
Dodds Wealth
Colorado
$20.5M +$455K +728 +2%
JWM
808
JHP Wealth Management
Colorado
$20.5M +$1.17M +1,874 +6%
BOSSRA
809
B.O.S.S. Retirement Advisors
Utah
$20.5M -$349K -558 -2%
NG
810
Northstar Group
New York
$20.4M -$314K -502 -1%
CIC
811
Carnegie Investment Counsel
Ohio
$20.4M -$714K -1,142 -3%
AWM
812
Abound Wealth Management
Tennessee
$20.4M +$789K +1,261 +4%
CB
813
Community Bank
New York
$20.2M +$4.38M +7,000 +26%
EWS
814
Evergreen Wealth Solutions
Pennsylvania
$20.1M +$21M +33,641 New
WB
815
WesBanco Bank
West Virginia
$20.1M +$705K +1,127 +3%
KBFS
816
Kohmann Bosshard Financial Services
Ohio
$20M +$1.74M +2,776 +9%
QWP
817
Quotient Wealth Partners
Texas
$20M -$164K -262 -0.8%
SLP
818
Storen Legacy Partners
Indiana
$19.8M -$31M -49,637 -60%
BSA
819
Braun Stacey Associates
New York
$19.8M -$381K -610 -2%
CWM
820
Centric Wealth Management
Illinois
$19.7M -$772K -1,235 -4%
PB
821
Pinnacle Bancorp
Nebraska
$19.7M -$17.5K -28 -0.1%
LHWM
822
Lake Hills Wealth Management
Texas
$19.6M -$12.5M -20,061 -38%
MWM
823
Meridian Wealth Management
Kentucky
$19.6M +$1.86M +2,973 +10%
JAA
824
Joel Adams & Associates
North Carolina
$19.5M -$815K -1,303 -4%
MAS
825
Madden Advisory Services
Florida
$19.5M +$558K +893 +3%