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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2526
Studio Investment Management
Illinois
$581K +$93.2K +172 +19%
WHCFA
2527
William Howard & Co Financial Advisors
Tennessee
$581K +$36.3K +67 +7%
AIA
2528
Armor Investment Advisors
North Carolina
$581K – – –
SEI Investments
2529
SEI Investments
Pennsylvania
$580K +$46.6K +86 +9%
FWA
2530
Flagship Wealth Advisors
Massachusetts
$579K +$582K +1,075 New
SS
2531
Sunbelt Securities
Texas
$579K -$21.7K -40 -4%
PFP
2532
Paragon Financial Partners
California
$578K +$15.7K +29 +3%
OCPWS
2533
One Charles Private Wealth Services
Massachusetts
$575K +$578K +1,067 New
GWM
2534
GDS Wealth Management
Texas
$575K +$79.6K +147 +16%
KFI
2535
Key Financial Inc
Pennsylvania
$573K +$66.1K +122 +13%
MEAC
2536
M.E. Allison & Co
Texas
$572K +$574K +1,060 New
MWM
2537
Mascagni Wealth Management
Mississippi
$571K +$602K +1,111 New
GA
2538
Guerra Advisors
Florida
$570K +$573K +1,058 New
LWM
2539
Lodestone Wealth Management
Washington
$570K +$3.25K +6 +0.6%
LWAM
2540
Legacy Wealth Asset Management
Minnesota
$570K – – –
TC
2541
Trust Company
Kansas
$570K +$399K +737 +230%
SIMC
2542
Squire Investment Management Company
Utah
$569K +$21.1K +39 +4%
AAG
2543
Avalon Advisory Group
Pennsylvania
$568K +$11.9K +22 +2%
AIFAIM
2544
American Institute for Advanced Investment Management
Arizona
$568K – – –
3AM
2545
3EDGE Asset Management
Florida
$567K -$26K -48 -4%
KWM
2546
Kolinsky Wealth Management
New Jersey
$566K +$67.2K +124 +13%
WPC
2547
White Pine Capital
Minnesota
$566K – – –
LGG
2548
Luts & Greenleigh Group
Maryland
$565K +$15.2K +28 +3%
Curi RMB Capital
2549
Curi RMB Capital
Illinois
$564K -$17.9K -33 -3%
M1FG
2550
Mach-1 Financial Group
Arkansas
$563K +$242K +446 +74%