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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
201
Davenport & Co
Virginia
$76.1M -$548K -1,421 -0.8%
CA
202
Cetera Advisors
Colorado
$75.4M -$7.64M -19,799 -10%
FMWA
203
Forvis Mazars Wealth Advisors
Missouri
$74.7M +$1.72M +4,459 +2%
CST
204
Charles Schwab Trust
Nevada
$73.7M -$282K -732 -0.4%
MC
205
McMorgan & Co
California
$73.2M -$16.9M -43,761 -20%
KHLMVGHM
206
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$71.2M
KAS
207
Kestra Advisory Services
Texas
$71M +$3.71M +9,629 +6%
DT
208
Daniels + Tansey
Delaware
$70.9M -$595K -1,543 -0.9%
GA
209
GoalVest Advisory
New York
$70.6M +$15.9M +41,126 +31%
SFP
210
Sweet Financial Partners
Minnesota
$70.6M -$3.1M -8,040 -4%
IL
211
Investure LLC
Virginia
$70.3M -$16.8M -43,595 -20%
CA
212
Cambridge Advisors
Nebraska
$69.3M -$1.44M -3,720 -2%
LSAG
213
Lake Street Advisors Group
New Hampshire
$68.4M +$3.23M +8,380 +5%
WWM
214
Wiser Wealth Management
Georgia
$67.8M +$1.23M +3,179 +2%
First Manhattan
215
First Manhattan
New York
$67.7M +$3.66M +9,495 +6%
ECG
216
Edge Capital Group
Georgia
$67.2M -$2.26M -5,869 -3%
CAM
217
Cresset Asset Management
Illinois
$67M +$35.4M +91,770 +127%
SCM
218
Stordahl Capital Management
Colorado
$66.1M +$52.9K +137 +0.1%
William Blair & Company
219
William Blair & Company
Illinois
$65.8M +$8.65M +22,410 +16%
MCCA
220
Mill Creek Capital Advisors
Pennsylvania
$65M +$4.65M +12,044 +8%
WFA
221
WestHill Financial Advisors
California
$64.7M +$322K +834 +0.5%
CG
222
Caprock Group
Idaho
$64.5M -$821K -2,128 -1%
MTWSIF
223
Mivtachim The Workers Social Insurance Fund
Israel
$64.4M -$4.36M -11,300 -7%
CF
224
Cantor Fitzgerald
New York
$64.4M -$2.28M -5,902 -4%
ZF
225
Zhang Financial
Michigan
$63.6M +$8.77M +22,726 +17%