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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
926
New England Professional Planning Group
Rhode Island
$605K +$578K +2,044 New
PIG
927
Pantheon Investment Group
California
$602K +$575K +2,033 New
PWM
928
PBMares Wealth Management
Virginia
$602K +$575K +2,034 New
TCM
929
Telos Capital Management
California
$600K -$86.8K -307 -13%
SAM
930
Silvercrest Asset Management
New York
$599K +$573K +2,025 New
MMA
931
Miracle Mile Advisors
California
$595K – – –
FMTC
932
Farmers & Merchants Trust Company
California
$592K – – –
AIM
933
Axiom Investment Management
New York
$591K -$70.7K -250 -11%
BO
934
BRR OpCo
Ohio
$589K -$6.22K -22 -1%
SFS
935
Summit Financial Strategies
Ohio
$586K +$197K +696 +54%
MNBTD
936
Moody National Bank Trust Division
Texas
$584K +$177K +625 +46%
AFS
937
Access Financial Services
Minnesota
$578K +$11.9K +42 +2%
Kovitz Investment Group Partners
938
Kovitz Investment Group Partners
Illinois
$578K +$553K +1,955 New
SWA
939
SFMG Wealth Advisors
Texas
$575K – – –
ODCM
940
Old Dominion Capital Management
Virginia
$574K +$283 +1 +0.1%
CBFP
941
Cedar Brook Financial Partners
Ohio
$573K -$86.3K -305 -14%
CIA
942
Covington Investment Advisors
Pennsylvania
$573K – – –
CCM
943
Carlson Capital Management
Minnesota
$572K – – –
WA
944
Winfield Associates
Ohio
$572K +$19.8K +70 +4%
AIA
945
Arcadia Investment Advisors
Idaho
$572K -$44.4K -157 -8%
AC
946
Avenir Corporation
Virginia
$571K +$546K +1,930 New
RC
947
Roundview Capital
New Jersey
$570K +$276K +974 +102%
EFSCE
948
Enterprise Financial Services Corp (EFSC)
Missouri
$569K +$544K +1,923 New
MPIA
949
Mountain Pacific Investment Advisers
Idaho
$569K +$544K +1,924 New
RWP
950
RWA Wealth Partners
Massachusetts
$566K +$72.1K +255 +15%