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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
926
Intellus Advisors
Florida
$15.7M +$273K +437 +2%
Becker Capital Management
927
Becker Capital Management
Oregon
$15.6M +$4.31M +6,887 +36%
IFO
928
Independent Family Office
New York
$15.6M +$1.23M +1,960 +8%
CFMC
929
Curbstone Financial Management Corp
New Hampshire
$15.5M -$300K -480 -2%
PIP
930
Peachtree Investment Partners
Florida
$15.5M -$2.66M -4,247 -14%
FPWM
931
FSB Premier Wealth Management
Iowa
$15.5M -$177K -283 -1%
SFS
932
Security Financial Services
Indiana
$15.5M +$404K +646 +3%
IAS
933
Insigneo Advisory Services
Florida
$15.4M +$1.71M +2,727 +12%
WCFA
934
Walkner Condon Financial Advisors
Wisconsin
$15.4M +$82.6K +132 +0.5%
BFG
935
Berger Financial Group
Minnesota
$15.3M -$315K -504 -2%
BIAS
936
Beacon Investment Advisory Services
New Jersey
$15.3M +$4.13M +6,603 +35%
AG
937
Ascent Group
Virginia
$15.2M -$231K -370 -1%
HUB Investment Partners
938
HUB Investment Partners
Texas
$15.2M +$2.73M +4,369 +21%
TW
939
TritonPoint Wealth
Maryland
$15.2M -$337K -539 -2%
FA
940
Freestate Advisors
Kansas
$15.2M +$769K +1,229 +5%
FF
941
Formulate Financial
Florida
$15.1M +$158K +252 +1%
LIA
942
LBMC Investment Advisors
Tennessee
$15.1M +$253K +404 +2%
PFM
943
Peak Financial Management
Massachusetts
$15.1M -$1M -1,605 -6%
GEM
944
Global Endowment Management
North Carolina
$15.1M +$505K +807 +3%
OFP
945
OFC Financial Planning
New Jersey
$15.1M -$60K -96 -0.4%
IAIM
946
International Assets Investment Management
Florida
$15M +$363K +580 +2%
HP
947
Holistic Planning
Texas
$15M +$366K +586 +2%
GSEP
948
Golden State Equity Partners
California
$15M +$7.29M +11,657 +87%
BCM
949
BTC Capital Management
Iowa
$15M +$3.46M +5,528 +28%
AIM
950
Avity Investment Management
Connecticut
$14.9M +$13.1K +21 +0.1%