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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
826
Clark Financial Services Group
Missouri
$23.9M +$46K +69 +0.2%
BIM
827
Bridges Investment Management
Nebraska
$23.8M -$427K -641 -2%
LFP
828
Lakeshore Financial Planning
Michigan
$23.7M +$2.5M +3,748 +12%
WWC
829
Waypoint Wealth Counsel
Georgia
$23.7M -$531K -797 -2%
Korea Investment Corp
830
Korea Investment Corp
South Korea
$23.6M
CWMK
831
Caliber Wealth Management (Kansas)
Kansas
$23.6M -$571K -856 -2%
NG
832
Northstar Group
New York
$23.4M -$78.7K -118 -0.3%
CB
833
Community Bank
New York
$23.2M +$23.3K +35 +0.1%
BOSSRA
834
B.O.S.S. Retirement Advisors
Utah
$23.1M -$426K -639 -2%
CG
835
Cynosure Group
Utah
$23M -$24.8M -37,230 -53%
BSA
836
Braun Stacey Associates
New York
$23M +$209K +314 +0.9%
BEI
837
Benjamin Edwards Inc
Missouri
$23M +$5.82M +8,728 +35%
LHWM
838
Lake Hills Wealth Management
Texas
$22.9M +$303K +455 +1%
AWM
839
Abound Wealth Management
Tennessee
$22.9M -$518K -777 -2%
JWM
840
JHP Wealth Management
Colorado
$22.8M -$690K -1,035 -3%
BCA
841
Bay Colony Advisors
Massachusetts
$22.8M +$1.75M +2,620 +9%
SLP
842
Storen Legacy Partners
Indiana
$22.7M -$70K -105 -0.3%
PB
843
Pinnacle Bancorp
Nebraska
$22.7M +$20K +30 +0.1%
SIA
844
Spectrum Investment Advisors
Wisconsin
$22.7M -$1.41M -2,115 -6%
SL
845
StoryOne LLC
Kansas
$22.7M +$22M +32,979 New
FAB
846
First American Bank
Illinois
$22.6M +$2.81M +4,211 +15%
KAS
847
KPP Advisory Services
Kentucky
$22.6M +$6.59M +9,892 +43%
EWA
848
Evolution Wealth Advisors
Florida
$22.6M +$2.26M +3,397 +12%
VCM
849
Virtue Capital Management
Tennessee
$22.5M +$32K +48 +0.1%
TFCP
850
Twin Focus Capital Partners
Massachusetts
$22.5M +$94K +141 +0.4%