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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWL
1201
Causey Wealth LLC
Colorado
$11M +$388K +582 +4%
SSW
1202
Smith Shellnut Wilson
Mississippi
$11M -$376K -564 -3%
PWA
1203
Pitcairn Wealth Advisors
Pennsylvania
$11M -$519K -778 -5%
RIA
1204
Regal Investment Advisors
Michigan
$11M +$329K +494 +3%
BCG
1205
Breakwater Capital Group
New Jersey
$11M -$203K -304 -2%
SAG
1206
SageView Advisory Group
California
$11M -$86K -129 -0.8%
HC
1207
Hurley Capital
New York
$10.9M +$519K +778 +5%
CWM
1208
Cedar Wealth Management
California
$10.9M +$248K +372 +2%
SAW
1209
Signal Advisors Wealth
Michigan
$10.9M +$2.37M +3,561 +29%
HW
1210
HORAN Wealth
Ohio
$10.9M -$9.85M -14,781 -48%
PAM
1211
Peak Asset Management
Colorado
$10.9M +$405K +608 +4%
WW
1212
Waterfront Wealth
Kansas
$10.9M +$561K +841 +6%
FAT
1213
First American Trust
California
$10.9M +$2.34M +3,515 +28%
FWA
1214
Flagship Wealth Advisors
Massachusetts
$10.9M +$6.13M +9,193 +138%
DWAM
1215
Duncan Williams Asset Management
Tennessee
$10.8M -$511K -767 -5%
SAM
1216
S.A. Mason
Michigan
$10.8M +$2.32M +3,482 +28%
PF
1217
Phoenix Financial
Israel
$10.8M +$10.5M +15,729 New
BTIM
1218
BancFirst Trust & Investment Management
Oklahoma
$10.8M -$1.34M -2,005 -11%
EFA
1219
Evernest Financial Advisors
Indiana
$10.8M -$32K -48 -0.3%
MHIC
1220
Marble Harbor Investment Counsel
Massachusetts
$10.8M – – –
FEG
1221
Financial Enhancement Group
Indiana
$10.7M -$77.3K -116 -0.7%
MCWS
1222
McKinley Carter Wealth Services
West Virginia
$10.7M -$53.3K -80 -0.5%
MAG
1223
M3 Advisory Group
Massachusetts
$10.7M +$157K +235 +2%
SJGA
1224
Stephen J. Garry & Associates
New York
$10.7M -$252K -378 -2%
EFG
1225
Everest Financial Group
Minnesota
$10.7M +$70K +105 +0.7%