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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCIM
976
Red Cedar Investment Management
Michigan
$9.57M +$656K +1,212 +7%
DWS
977
Discipline Wealth Solutions
South Carolina
$9.55M +$1.07M +1,981 +13%
GWM
978
Greenhouse Wealth Management
Connecticut
$9.54M -$4.88K -9 -0.1%
NEPWA
979
New England Private Wealth Advisors
Massachusetts
$9.53M +$545K +1,006 +6%
VWM
980
Verus Wealth Management
Wisconsin
$9.53M +$9.58M +17,682 New
FUBT
981
First United Bank & Trust
Maryland
$9.52M -$53.6K -99 -0.6%
DWM
982
Defined Wealth Management
Oregon
$9.52M -$50.9K -94 -0.5%
IAS
983
Insigneo Advisory Services
Florida
$9.51M -$2.54M -4,688 -21%
NB
984
Nicolet Bankshares
Wisconsin
$9.49M +$906K +1,673 +10%
CCA
985
Cobblestone Capital Advisors
New York
$9.47M -$214K -395 -2%
KFG
986
Kingdom Financial Group
Arizona
$9.46M -$558K -1,031 -6%
SFFS
987
Stonehage Fleming Financial Services
Jersey
$9.38M +$786K +1,451 +9%
TWM
988
Thrive Wealth Management
Pennsylvania
$9.34M -$1.08K -2 -0%
EA
989
Enclave Advisors
Texas
$9.32M +$330K +609 +4%
AIC
990
Ayalon Insurance Company
Israel
$9.26M +$758K +1,399 +9%
SFG
991
Sunburst Financial Group
Alabama
$9.26M -$1.97M -3,635 -17%
PA
992
Pinnacle Associates
New York
$9.25M +$1.74M +3,206 +23%
FFWM
993
Future Financial Wealth Management
Ohio
$9.25M +$424K +783 +5%
RT
994
Rockland Trust
Massachusetts
$9.21M +$662K +1,222 +8%
SFMG
995
Sage Financial Management Group
Virginia
$9.06M -$63.9K -118 -0.7%
SFA
996
Semmax Financial Advisors
North Carolina
$9.04M -$1.55M -2,857 -15%
CSIC
997
Clifford Swan Investment Counsel
California
$9.02M -$43.3K -80 -0.5%
LWIC
998
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.99M -$675K -1,247 -7%
TFA
999
Trinity Financial Advisors
Ohio
$8.99M +$506K +934 +6%
TF
1000
Tudor Financial
Ohio
$8.98M -$284K -525 -3%