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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
2526
Whelan Financial
California
$705K +$284K +541 +77%
EFA
2527
Efficient Frontier Advisors
Connecticut
$704K +$1.05K +2 +0.2%
LWM
2528
Lakeridge Wealth Management
Ohio
$703K +$37.8K +72 +6%
SF
2529
SageOak Financial
Oklahoma
$703K
WIC
2530
Whitegate Investment Counselors
New Hampshire
$703K +$46.2K +88 +8%
MWM
2531
Mascagni Wealth Management
Mississippi
$691K +$55.2K +105 +9%
TFO
2532
Tarbox Family Office
California
$690K
AWC
2533
Abundance Wealth Counselors
Pennsylvania
$690K -$38.9K -74 -5%
LB
2534
Legacy Bridge
Iowa
$690K +$8.93K +17 +1%
MWA
2535
Mills Wealth Advisors
Texas
$689K +$16.3K +31 +3%
FB
2536
First Bancorp
Maine
$688K +$18.9K +36 +3%
IFWM
2537
Institute for Wealth Management
Colorado
$686K -$155K -295 -20%
PFP
2538
Paragon Financial Partners
California
$685K -$7.36K -14 -1%
NPPM
2539
North Point Portfolio Managers
Ohio
$683K +$21K +40 +3%
ICP
2540
Ironvine Capital Partners
Nebraska
$683K
ICP
2541
Impact Capital Partners
Colorado
$683K +$24.7K +47 +4%
PWA
2542
PCG Wealth Advisors
Kansas
$682K +$30.5K +58 +5%
Dodge & Cox
2543
Dodge & Cox
California
$682K -$216K -411 -26%
ULWM
2544
Upper Left Wealth Management
Florida
$681K +$630K +1,198 New
M1FG
2545
Mach-1 Financial Group
Arkansas
$680K +$356K +677 +130%
SP
2546
Stonebrook Private
Michigan
$679K +$117K +222 +23%
MC
2547
Matisse Capital
Oregon
$672K -$17.9K -34 -3%
HFS
2548
Hoge Financial Services
Pennsylvania
$671K -$14.7K -28 -2%
SWP
2549
Summit Wealth Partners
Florida
$671K +$246K +469 +66%
LBC
2550
Leigh Baldwin & Co
New York
$670K +$526 +1 +0.1%