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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
176
Lutz Financial Services
Nebraska
$125M -$1.56M -3,241 -1%
PCIA
177
Prime Capital Investment Advisors
Kansas
$125M -$34.9M -72,557 -23%
RJT
178
Raymond James Trust
Florida
$124M +$5.3M +11,006 +5%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124M -$216M -449,408 -64%
ST
180
Sageworth Trust
Pennsylvania
$124M +$11.5M +23,964 +11%
IB
181
Intrust Bank
Kansas
$124M -$2.81M -5,845 -2%
BWL
182
Bogart Wealth LLC
Virginia
$123M -$136K -283 -0.1%
LGWM
183
Litman Gregory Wealth Management
California
$123M +$8.62M +17,904 +8%
FMWA
184
Forvis Mazars Wealth Advisors
Missouri
$123M +$21.6M +44,818 +22%
AIM
185
Allen Investment Management
New York
$121M -$632K -1,314 -0.5%
ZF
186
Zhang Financial
Michigan
$120M +$6.43M +13,355 +6%
GM
187
GeoWealth Management
Illinois
$120M +$6.05M +12,566 +6%
CPIG
188
Chicago Partners Investment Group
Illinois
$117M +$4.88M +10,149 +5%
GA
189
GoalVest Advisory
New York
$115M +$10.4M +21,529 +10%
William Blair & Company
190
William Blair & Company
Illinois
$114M +$19.3M +40,055 +21%
DC
191
Davenport & Co
Virginia
$114M +$2.63M +5,465 +2%
AFFA
192
ALM First Financial Advisors
Texas
$113M +$4.54M +9,440 +4%
KAH
193
Kathryn A. Hall
$113M +$8.44M +17,534 +8%
GG
194
Gleason Group
Kentucky
$112M +$1.96M +4,073 +2%
TC
195
Toews Corporation
New Jersey
$112M -$3.9M -8,100 -3%
Betterment LLC
196
Betterment LLC
New York
$112M +$446K +927 +0.4%
WWM
197
Wiser Wealth Management
Georgia
$111M +$2.27M +4,710 +2%
ODIJL
198
One Day In July LLC
Vermont
$111M -$2.58M -5,353 -2%
EH
199
Equitable Holdings
New York
$111M +$7.66M +15,925 +8%
Lido Advisors
200
Lido Advisors
California
$110M -$466K -969 -0.4%