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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWW
1026
Pettyjohn Wood & White
Virginia
$5.09M +$216K +528 +5%
SJGA
1027
Stephen J. Garry & Associates
New York
$5.08M +$4.77M +11,641 New
EFA
1028
Evernest Financial Advisors
Indiana
$5.07M +$4.75M +11,605 New
CWA
1029
Canvas Wealth Advisors
Kansas
$5.06M -$3.15M -7,704 -40%
TWM
1030
Tanager Wealth Management
United Kingdom
$5.04M +$769K +1,879 +19%
TCM
1031
Thomist Capital Management
Texas
$5.04M +$4.71M +11,500 New
HIP
1032
HUB Investment Partners
Texas
$5.03M +$792K +1,935 +20%
AFO
1033
Arrowroot Family Office
California
$5.02M -$107K -261 -2%
VRM
1034
Vectors Research Management
New York
$5.01M +$14.3M +34,841 +305%
RZH
1035
Relyea Zuckerberg Hanson
Connecticut
$5.01M +$575K +1,404 +14%
WW
1036
Waterfront Wealth
Kansas
$5M +$14.3K +35 +0.3%
RT
1037
Rockland Trust
Massachusetts
$4.98M -$59.4K -145 -1%
PNC
1038
Park National Corp
Ohio
$4.98M -$140K -341 -3%
T. Rowe Price Associates
1039
T. Rowe Price Associates
Maryland
$4.96M
BWP
1040
BSW Wealth Partners
Colorado
$4.95M -$1.04M -2,540 -18%
BFS
1041
Bradley Foster & Sargent
Connecticut
$4.92M +$391K +955 +9%
NEWAS
1042
N.E.W. Advisory Services
Wisconsin
$4.91M +$78.6K +192 +2%
SMA
1043
Seven Mile Advisory
New Jersey
$4.89M +$52K +127 +1%
CA
1044
Cullinan Associates
Kentucky
$4.89M
NL
1045
NWAM LLC
Washington
$4.87M +$1.04M +2,542 +30%
WIP
1046
WealthCare Investment Partners
Rhode Island
$4.87M +$128K +312 +3%
EFL
1047
ERn Financial LLC
Wisconsin
$4.86M +$52.4K +128 +1%
KWS
1048
Keystone Wealth Services
California
$4.86M -$637K -1,555 -12%
AWAG
1049
ARS Wealth Advisors Group
Florida
$4.86M -$108K -263 -2%
SFC
1050
Strategic Financial Concepts
Texas
$4.85M -$2.04M -4,979 -31%