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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1001
Luminvest Wealth Management
Arizona
$8.98M +$24.4K +45 +0.3%
NWA
1002
Navis Wealth Advisors
New York
$8.97M +$542 +1 +0%
AFGAS
1003
Allegiance Financial Group Advisory Services
Virginia
$8.97M -$287K -529 -3%
ACI
1004
Alpha Cubed Investments
California
$8.96M +$1.92M +3,550 +27%
SJGA
1005
Stephen J. Garry & Associates
New York
$8.91M +$602K +1,112 +7%
AGP
1006
Autumn Glory Partners
Texas
$8.9M +$2.17K +4 +0%
WLIM
1007
White Lighthouse Investment Management
Massachusetts
$8.89M -$120K -221 -1%
NF
1008
NavPoint Financial
Minnesota
$8.87M +$1.08K +2 +0%
CAC
1009
Certified Advisory Corp
Florida
$8.86M +$917K +1,693 +11%
CPWM
1010
Cypress Point Wealth Management
Texas
$8.84M +$415K +767 +5%
IAIM
1011
International Assets Investment Management
Florida
$8.82M +$759K +1,401 +9%
Empower Advisory Group
1012
Empower Advisory Group
Colorado
$8.79M -$439K -810 -5%
MWM
1013
Mission Wealth Management
California
$8.79M +$262K +484 +3%
WB
1014
West Bancorporation
Iowa
$8.78M +$1.4M +2,580 +19%
SW
1015
SMART Wealth
Nebraska
$8.78M +$3.79M +6,996 +75%
SYBT
1016
Stock Yards Bank & Trust
Kentucky
$8.77M +$497K +917 +6%
NEAM
1017
New England Asset Management
Connecticut
$8.76M +$487K +900 +6%
SWM
1018
Sanctuary Wealth Management
Idaho
$8.75M +$4.07M +7,508 +86%
FFS
1019
Founders Financial Securities
Maryland
$8.66M -$780K -1,440 -8%
BFS
1020
BridgePort Financial Solutions
Iowa
$8.64M +$8.7M +16,065 New
RIL
1021
Rothschild Investment LLC
Illinois
$8.64M -$45K -83 -0.5%
SWA
1022
Serenus Wealth Advisors
California
$8.63M +$9.67M +17,857 New
AA
1023
Alta Advisers
United Kingdom
$8.61M -$18.7M -34,573 -68%
PTC
1024
Private Trust Company
Ohio
$8.57M +$83.4K +154 +1%
P
1025
Pitcairn
Pennsylvania
$8.53M