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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1401
Douglass Winthrop Advisors
New York
$804K +$3.65K +10 +0.4%
MWP
1402
Meridian Wealth Partners
Pennsylvania
$804K +$29.9K +82 +3%
TA
1403
TKG Advisors
Indiana
$802K +$5.84K +16 +0.7%
PFA
1404
Plotkin Financial Advisors
Maryland
$801K -$5.11K -14 -0.6%
MCM
1405
Maryland Capital Management
Maryland
$800K -$35.8K -98 -4%
MS
1406
Madden Securities
Texas
$800K
PNAA
1407
Pictet North America Advisors
Switzerland
$794K +$338K +925 +62%
AWC
1408
Adamsbrown Wealth Consultants
Kansas
$794K +$63.9K +175 +8%
PAS
1409
Professional Advisory Services
Florida
$793K -$491K -1,345 -36%
HGERS
1410
Householder Group Estate & Retirement Specialist
Arizona
$793K +$277K +758 +46%
OFS
1411
OneAscent Financial Services
Alabama
$791K +$219K +599 +33%
WA1
1412
Wimmer Associates 1
California
$784K -$126K -345 -14%
B
1413
Brightworth
Georgia
$784K -$23.4K -64 -3%
CTA
1414
Colonial Trust Advisors
South Carolina
$784K
RDWM
1415
Red Door Wealth Management
Tennessee
$784K +$239K +653 +38%
TC
1416
TownSquare Capital
Utah
$783K +$211K +577 +32%
BWM
1417
BlackDiamond Wealth Management
New York
$780K -$73.4K -201 -8%
BI
1418
Blooom Inc
Kansas
$771K +$107K +292 +72%
MIG
1419
McGuire Investment Group
Rhode Island
$769K
FANJ
1420
Financial Architects (New Jersey)
New Jersey
$769K +$855K +2,342 New
CT
1421
Caldwell Trust
Florida
$768K -$82.5K -226 -9%
Financial Engines Advisors
1422
Financial Engines Advisors
California
$764K -$76.3K -209 -8%
CSI
1423
Cross Staff Investments
New York
$762K
DTC
1424
Davidson Trust Company
Washington
$762K +$138K +378 +19%
SWM
1425
Segment Wealth Management
Texas
$761K