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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2501
Cranbrook Wealth Management
Michigan
$603K +$104K +193 +20%
WTFG
2502
Wells Trecaso Financial Group
Ohio
$602K -$5.41K -10 -0.8%
VNA
2503
Valley National Advisers
Pennsylvania
$602K
CWP
2504
Clark Wealth Partners
Illinois
$602K +$300K +555 +90%
LWM
2505
Lakeridge Wealth Management
Ohio
$599K -$7.03K -13 -1%
TVWM
2506
Tower View Wealth Management
Wisconsin
$599K -$22.2K -41 -3%
TIM
2507
Tevis Investment Management
Texas
$598K
NPPM
2508
North Point Portfolio Managers
Ohio
$598K -$594K -1,099 -49%
TH
2509
TCTC Holdings
Texas
$598K
FVWA
2510
Foster Victor Wealth Advisors
South Carolina
$597K -$60K -111 -8%
RPWA
2511
Regent Peak Wealth Advisors
Georgia
$597K -$3.24K -6 -0.5%
MWM
2512
Manske Wealth Management
Texas
$596K +$18.9K +35 +3%
NWM
2513
NRI Wealth Management
California
$596K -$8.11K -15 -1%
FA
2514
Financial Advisors
Massachusetts
$596K
SKK
2515
Shepherd Kaplan Krochuk
Massachusetts
$595K -$1.08K -2 -0.2%
FFA
2516
Frazier Financial Advisors
Ohio
$595K +$548K +1,014 +704%
ICP
2517
Impact Capital Partners
Colorado
$594K +$400K +740 +178%
VOYA Investment Management
2518
VOYA Investment Management
Georgia
$593K
FCT
2519
First Community Trust
Iowa
$593K -$1.85M -3,416 -75%
PWAM
2520
Private Wealth Asset Management
Iowa
$592K +$623K +1,152 New
HPBT
2521
Hickory Point Bank & Trust
Illinois
$592K -$5.41K -10 -0.9%
WIC
2522
Whitegate Investment Counselors
New Hampshire
$591K +$248K +459 +67%
MAS
2523
MPWM Advisory Solutions
Georgia
$590K -$23.2K -43 -4%
AFA
2524
AA Financial Advisors
Ohio
$590K -$1.02M -1,882 -62%
JFA
2525
JNBA Financial Advisors
Minnesota
$589K -$54.6K -101 -8%