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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1551
Insigneo Advisory Services
Florida
$793K +$1.47K +4 +0.2%
MWM
1552
Marion Wealth Management
Pennsylvania
$793K -$32.3K -88 -4%
Man Group
1553
Man Group
United Kingdom
$791K
WA1
1554
Wimmer Associates 1
California
$788K
PFA
1555
Plotkin Financial Advisors
Maryland
$787K -$102K -278 -12%
CC
1556
Cannell & Co
New York
$786K -$14.7K -40 -2%
KIA
1557
KCM Investment Advisors
California
$785K +$146K +398 +24%
MWM
1558
Moulton Wealth Management
Washington
$783K -$885K -2,413 -54%
DE
1559
Day & Ennis
Georgia
$782K +$283K +772 +59%
GWA
1560
Geometric Wealth Advisors
District of Columbia
$781K +$161K +440 +27%
PWA
1561
Providence Wealth Advisors
Illinois
$781K +$1.47K +4 +0.2%
MAM
1562
Mystic Asset Management
Rhode Island
$781K
SFG
1563
Sather Financial Group
Texas
$777K
IFWM
1564
Institute for Wealth Management
Colorado
$774K -$21.3K -58 -3%
GP
1565
Greenline Partners
New York
$772K
AL
1566
ACAS LLC
California
$770K -$7.33K -20 -1%
GKWIM
1567
Gerber Kawasaki Wealth & Investment Management
California
$770K -$110K -299 -13%
JSL
1568
JT Stratford LLC
Georgia
$768K -$517K -1,410 -41%
EIA
1569
Edgemoor Investment Advisors
Maryland
$763K -$5.13K -14 -0.7%
GAM
1570
Griffin Asset Management
New York
$763K +$367 +1 +0%
Financial Engines Advisors
1571
Financial Engines Advisors
California
$762K -$111K -304 -13%
PA
1572
Procyon Advisors
Connecticut
$761K -$674K -1,839 -48%
GSIAS
1573
Garden State Investment Advisory Services
New Jersey
$760K -$49.1K -134 -6%
AA
1574
AlphaQ Advisors
Florida
$759K -$180K -490 -20%
GCM
1575
Glaxis Capital Management
Florida
$758K +$2.93K +8 +0.4%