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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSM Advisors
1051
CSM Advisors
Pennsylvania
$11.8M +$23.1K +37 +0.2%
PF
1052
Prosperitas Financial
California
$11.8M +$58.2K +93 +0.5%
BRWA
1053
B. Riley Wealth Advisors
Florida
$11.7M -$242K -387 -2%
TCM
1054
Traynor Capital Management
Pennsylvania
$11.7M +$118K +189 +0.9%
CAM
1055
Clark Asset Management
New Hampshire
$11.7M +$344K +550 +3%
VCM
1056
Viewpoint Capital Management
Washington
$11.7M – – –
HA
1057
Hyposwiss Advisors
$11.7M – – –
FFO
1058
Fortitude Family Office
Arizona
$11.7M -$6.88K -11 -0.1%
Stonehage Fleming Financial Services
1059
Stonehage Fleming Financial Services
Jersey
$11.6M +$717K +1,146 +6%
GRA
1060
Golden Road Advisors
Florida
$11.6M -$139K -222 -1%
NEPWA
1061
New England Private Wealth Advisors
Massachusetts
$11.6M +$240K +383 +2%
SIA
1062
Soltis Investment Advisors
Utah
$11.5M +$312K +499 +3%
PGF
1063
Plan Group Financial
Oklahoma
$11.5M -$5.17M -8,263 -30%
PWS
1064
Pursuit Wealth Strategies
North Carolina
$11.5M +$45K +72 +0.4%
HP
1065
Hikari Power
Japan
$11.5M – – –
JMNC
1066
J. Mark Nickell & Co
Tennessee
$11.4M -$924K -1,477 -7%
NFG
1067
Nations Financial Group
Iowa
$11.4M +$1.64M +2,617 +16%
Cannell & Spears
1068
Cannell & Spears
New York
$11.4M -$809K -1,293 -6%
LPT
1069
Legacy Private Trust
Wisconsin
$11.4M -$33.1K -53 -0.3%
LWL
1070
Leo Wealth LLC
Texas
$11.4M +$1.44M +2,301 +14%
JIG
1071
Junk Investment Group
Maryland
$11.3M +$11.9M +18,992 New
Pine Valley Investments
1072
Pine Valley Investments
New Jersey
$11.3M +$321K +514 +3%
BBWP
1073
Beacon Bridge Wealth Partners
Pennsylvania
$11.3M -$163K -261 -1%
IBOK
1074
Independence Bank of Kentucky
Kentucky
$11.3M +$1.27M +2,038 +12%
WF
1075
WoodTrust Financial
Wisconsin
$11.3M -$4.12M -6,595 -26%