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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GB
2801
Goepper Burkhardt
South Carolina
$749K +$416K +670 +128%
MWA
2802
Mills Wealth Advisors
Texas
$748K -$6.84K -11 -0.9%
ULWM
2803
Upper Left Wealth Management
Florida
$748K +$2.49K +4 +0.3%
PWM
2804
Platform Wealth Management
Utah
$745K +$738K +1,187 New
SW
2805
Solidarity Wealth
Utah
$744K +$119K +192 +19%
CPWA
2806
Cerro Pacific Wealth Advisors
California
$743K -$132K -213 -15%
DWA
2807
Delap Wealth Advisory
Oregon
$742K +$25.5K +41 +4%
Vontobel Holding
2808
Vontobel Holding
Switzerland
$741K -$144K -232 -16%
LBC
2809
Leigh Baldwin & Co
New York
$740K – – –
DWG
2810
Darden Wealth Group
Michigan
$738K +$14.9K +24 +2%
NCM
2811
Noesis Capital Mangement
Florida
$738K +$66.5K +107 +10%
AFC
2812
Ares Financial Consulting
California
$736K +$729K +1,173 New
DP
2813
Dearborn Partners
Illinois
$736K -$124K -199 -15%
NLA
2814
Northern Lights Advisors
Washington
$735K +$728K +1,172 New
BCM
2815
Buckhead Capital Management
Georgia
$734K +$313K +503 +75%
DJSG
2816
D.J. St. Germain
Massachusetts
$734K +$142K +229 +24%
BWM
2817
Brown Wealth Management
Illinois
$733K +$66.5K +107 +10%
SAM
2818
Strategy Asset Managers
California
$732K -$8.08K -13 -1%
TWM
2819
TCFG Wealth Management
California
$731K -$277K -446 -28%
SFC
2820
SYM Financial Corp
Indiana
$729K +$161K +259 +29%
PWAM
2821
Private Wealth Asset Management
Iowa
$727K – – –
SWP
2822
Summit Wealth Partners
Florida
$727K -$621 -1 -0.1%
SA
2823
Stewardship Advisors
Pennsylvania
$724K +$395K +636 +123%
FAM
2824
Formidable Asset Management
Ohio
$723K -$190K -305 -21%
FBB
2825
Fulton Breakefield Broenniman
Maryland
$721K -$177K -285 -20%