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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
2551
Family Capital Management
Michigan
$670K – – –
IAP
2552
Indie Asset Partners
Indiana
$669K +$94.1K +179 +18%
FPGT
2553
Financial Partners Group (Tennessee)
Tennessee
$667K +$618K +1,175 New
SFB
2554
STAR Financial Bank
Indiana
$667K – – –
WTFG
2555
Wells Trecaso Financial Group
Ohio
$666K – – –
CWM
2556
Cahaba Wealth Management
Georgia
$662K -$39.4K -75 -6%
SPAS
2557
Spectrum Planning & Advisory Services
California
$662K +$84.6K +161 +16%
TH
2558
TCTC Holdings
Texas
$661K – – –
FAM
2559
Formidable Asset Management
Ohio
$660K – – –
NWM
2560
NRI Wealth Management
California
$659K – – –
FA
2561
Financial Advisors
Massachusetts
$659K – – –
RPGNY
2562
Retirement Planning Group (New York)
New York
$658K +$61K +116 +11%
MAS
2563
MPWM Advisory Solutions
Georgia
$657K +$3.68K +7 +0.6%
JFA
2564
JNBA Financial Advisors
Minnesota
$656K +$5.26K +10 +0.9%
VOYA Investment Management
2565
VOYA Investment Management
Georgia
$656K – – –
PWAM
2566
Private Wealth Asset Management
Iowa
$654K – – –
PWM
2567
Palacios Wealth Management
Florida
$653K +$53.6K +102 +10%
CC
2568
Citrine Capital
California
$653K +$161K +307 +36%
UFAC
2569
Urban Financial Advisory Corp
Illinois
$652K +$196K +372 +48%
PFA
2570
Pathway Financial Advisers
Indiana
$652K +$36.3K +69 +6%
IF
2571
Ironwood Financial
Arizona
$651K – – –
UIA
2572
Ulland Investment Advisors
Minnesota
$650K -$32.1K -61 -5%
MWM
2573
Manske Wealth Management
Texas
$650K -$8.41K -16 -1%
FAG
2574
Fortitude Advisory Group
Washington
$648K +$215K +409 +56%
IDA
2575
Intelligence Driven Advisers
California
$648K -$1.02M -1,936 -63%