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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
876
Rockwood Wealth Management
Pennsylvania
$11.8M +$2.65M +4,898 +27%
AI
877
ArchPoint Investors
Florida
$11.8M +$728K +1,346 +6%
FHA
878
Flagship Harbor Advisors
Massachusetts
$11.8M +$1.02M +1,882 +9%
MSFS
879
Main Street Financial Solutions
Pennsylvania
$11.8M +$2.73M +5,048 +28%
PFBT
880
Parkside Financial Bank & Trust
Missouri
$11.8M +$479K +887 +4%
SAS
881
Stelac Advisory Services
New York
$11.7M +$343K +635 +3%
CAM
882
Cozad Asset Management
Illinois
$11.7M +$1.32M +2,439 +12%
BSSFA
883
Baron Silver Stevens Financial Advisors
Florida
$11.7M -$532K -985 -4%
CC
884
Climber Capital
Switzerland
$11.7M +$222K +410 +2%
GLA
885
Good Life Advisors
Pennsylvania
$11.7M -$1.65M -3,056 -12%
SCA
886
Snowden Capital Advisors
New York
$11.5M +$74.6K +138 +0.6%
ISL
887
Ingalls & Snyder LLC
New York
$11.5M +$8.99M +16,634 +286%
LWP
888
Laurel Wealth Planning
Minnesota
$11.5M +$1.23M +2,278 +11%
MAA
889
Matrix Asset Advisors
New York
$11.5M +$1.21M +2,246 +11%
AWM
890
Axxcess Wealth Management
California
$11.5M +$4.57M +8,451 +61%
VST
891
Van Strum & Towne
California
$11.5M -$946K -1,750 -7%
NB
892
Nicolet Bankshares
Wisconsin
$11.4M +$2.52M +4,659 +26%
GH
893
GAM Holding
Switzerland
$11.4M – – –
EF
894
Empowered Funds
Pennsylvania
$11.4M +$9.8M +18,125 +444%
CB
895
Community Bank
New York
$11.4M +$10.8M +20,000 +918%
VFP
896
Vested Financial Planning
California
$11.4M +$168K +310 +1%
SHJ
897
Sharkey, Howes & Javer
Colorado
$11.4M -$1.96M -3,622 -14%
RPC
898
Rossmore Private Capital
Connecticut
$11.3M -$1.02M -1,886 -8%
AGP
899
Aspire Growth Partners
Florida
$11.3M +$1.87M +3,464 +19%
ACM
900
Ategra Capital Management
Virginia
$11.3M – – –