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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2751
Windsor Advisory Group
Ohio
$395K – – –
LCM
2752
LVM Capital Management
Michigan
$395K – – –
FFO
2753
Fortitude Family Office
Arizona
$395K -$91K -168 -19%
CAWM
2754
Capital Advisors Wealth Management
Washington
$395K +$397K +733 New
CCA
2755
Conservest Capital Advisors
Pennsylvania
$395K +$19K +35 +5%
OMC
2756
Overbrook Management Corp
New York
$394K -$166K -306 -29%
VF
2757
Vawter Financial
Ohio
$394K +$27.1K +50 +7%
RBWA
2758
RFG - Bristol Wealth Advisors
Massachusetts
$394K +$395K +730 New
EPIMS
2759
Evelyn Partners Investment Management Services
$390K +$392K +724 New
BWM
2760
Brown Wealth Management
Illinois
$390K +$79.6K +147 +26%
SIC
2761
Sterling Investment Counsel
New York
$390K -$16.2K -30 -4%
Invesco
2762
Invesco
Georgia
$389K +$391K +722 New
NIWA
2763
New Insight Wealth Advisors
California
$385K -$8.13K -15 -2%
RW
2764
Rockport Wealth
Ohio
$385K -$49.8M -91,895 -99%
QFPS
2765
Quantum Financial Planning Services
Washington
$385K +$387K +714 New
MCWA
2766
Meadow Creek Wealth Advisors
Georgia
$384K – – –
HA
2767
Herold Advisors
New York
$384K -$1.08K -2 -0.3%
AFG
2768
ABLE Financial Group
Arizona
$384K -$26.5K -49 -6%
VDI
2769
Vaughan David Investments
Illinois
$383K +$20K +37 +5%
SLWA
2770
San Luis Wealth Advisors
California
$383K +$58.5K +108 +18%
TH
2771
Team Hewins
California
$383K +$385K +710 New
DIA
2772
Davidson Investment Advisors
Montana
$382K – – –
PA
2773
Paragon Advisors
Texas
$382K -$1.08K -2 -0.3%
NC
2774
NovaPoint Capital
Georgia
$381K +$11.4K +21 +3%
DA
2775
Dash Acquisitions
California
$381K – – –