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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
901
Wells Trecaso Financial Group
Ohio
$410K +$5.43K +20 +1%
SAM
902
SP Asset Management
California
$407K +$7.06K +26 +2%
CFA
903
Carroll Financial Associates
North Carolina
$406K -$19K -70 -4%
NL
904
NWAM LLC
Washington
$405K +$18.7K +69 +5%
MFW
905
Mosaic Family Wealth
Missouri
$403K – – –
NFG
906
NewFocus Financial Group
Washington
$403K – – –
OWM
907
Orgel Wealth Management
Wisconsin
$399K – – –
WAM
908
Weatherly Asset Management
California
$398K -$23.9K -88 -6%
WSFS
909
Wilmington Savings Fund Society
Delaware
$392K – – –
UBS AM
910
UBS AM
Illinois
$391K – – –
CCP
911
Corient Capital Partners
California
$389K – – –
IBOK
912
Independence Bank of Kentucky
Kentucky
$389K +$132K +488 +52%
SAS
913
Stelac Advisory Services
New York
$384K – – –
GSWM
914
Golden State Wealth Management
California
$383K -$80.3K -296 -17%
RFN
915
RDA Financial Network
Iowa
$381K +$98.8K +364 +38%
LNWWM
916
Laird Norton Wetherby Wealth Management
California
$380K +$45.3K +167 +14%
LWS
917
Lucia Wealth Services
California
$378K – – –
JWA
918
JFS Wealth Advisors
Pennsylvania
$376K -$48.3K -178 -11%
CMO
919
Covenant Multifamily Offices
Texas
$376K – – –
IAM
920
Integre Asset Management
New York
$376K – – –
SFG
921
SNS Financial Group
Minnesota
$375K – – –
CCMG
922
Clark Capital Management Group
Pennsylvania
$371K +$271 +1 +0.1%
ML
923
McAdam LLC
Pennsylvania
$370K +$369K +1,359 New
PPCM
924
Pillar Pacific Capital Management
California
$368K -$315K -1,160 -46%
AGA
925
Arkos Global Advisors
Texas
$368K +$5.7K +21 +2%