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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2626
Lodestone Wealth Management
Washington
$649K +$1.77K +3 +0.3%
MM
2627
Main Management
California
$649K
PCM
2628
Payne Capital Management
New York
$648K +$40.1K +68 +7%
MSR
2629
Main Street Research
Connecticut
$647K +$275K +466 +79%
BFP
2630
Beacon Financial Planning
Massachusetts
$646K -$33K -56 -5%
DS
2631
DRW Securities
Illinois
$645K +$620K +1,052 New
KFG
2632
Kropog Financial Group
Louisiana
$645K +$17.1K +29 +3%
EP
2633
Essential Planning
New Hampshire
$644K +$589 +1 +0.1%
BHWM
2634
Bar Harbor Wealth Management
New Hampshire
$643K
WPC
2635
White Pine Capital
Minnesota
$643K
LGG
2636
Luts & Greenleigh Group
Maryland
$642K
LT
2637
Legacy Trust
Michigan
$641K +$617K +1,047 New
FCT
2638
First Community Trust
Iowa
$641K -$25.9K -44 -4%
ANC
2639
Ames National Corp
Iowa
$640K -$1.21M -2,046 -66%
MTIC
2640
Missouri Trust & Investment Company
Missouri
$639K +$14.1K +24 +2%
IWM
2641
Integris Wealth Management
California
$638K +$148K +251 +32%
WF
2642
Whelan Financial
California
$638K -$118K -200 -16%
LNB
2643
Ledyard National Bank
$637K -$132K -224 -18%
TIAAOA
2644
Teachers Insurance & Annuity Association of America
New York
$636K
UWM
2645
USAdvisors Wealth Management
Minnesota
$636K +$14.1K +24 +2%
TIM
2646
Tevis Investment Management
Texas
$634K -$13K -22 -2%
CFP
2647
Catalyst Financial Partners
Massachusetts
$634K +$1.77K +3 +0.3%
SHFA
2648
Sherrill & Hutchins Financial Advisory
Georgia
$632K
CSPIA
2649
Cary Street Partners Investment Advisory
Virginia
$632K +$414K +702 +213%
MPIA
2650
Mountain Pacific Investment Advisers
Idaho
$631K