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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
2901
Sherrill & Hutchins Financial Advisory
Georgia
$647K -$621 -1 -0.1%
CAG
2902
Centerpoint Advisory Group
Kansas
$647K +$1.24K +2 +0.2%
SCM
2903
Stonehearth Capital Management
Massachusetts
$646K +$2.49K +4 +0.4%
MPIA
2904
Mountain Pacific Investment Advisers
Idaho
$646K
SSW
2905
Stone Summit Wealth
Florida
$645K +$8.08K +13 +1%
BFP
2906
Beacon Financial Planning
Massachusetts
$644K -$18K -29 -3%
HHGA
2907
Halbert Hargrove Global Advisors
California
$644K -$1.24K -2 -0.2%
LAM
2908
Lountzis Asset Management
Pennsylvania
$642K -$1.24K -2 -0.2%
MAM
2909
McLean Asset Management
Virginia
$642K -$260K -419 -29%
NL
2910
Navalign LLC
California
$640K +$621 +1 +0.1%
MG
2911
McHugh Group
Ohio
$638K
LFG
2912
Lockerman Financial Group
California
$637K +$1.86K +3 +0.3%
FGAM
2913
Financial Gravity Asset Management
Texas
$637K +$354K +570 +128%
TIM
2914
Tevis Investment Management
Texas
$634K
Millennium Management
2915
Millennium Management
New York
$634K -$637K -1,025 -50%
RIA
2916
Rhodes Investment Advisors
Texas
$634K +$628K +1,011 New
FFA
2917
Frazier Financial Advisors
Ohio
$633K -$51.6K -83 -8%
RIS
2918
Richmond Investment Services
Wisconsin
$632K +$139K +224 +29%
SIC
2919
Sterling Investment Counsel
New York
$632K +$380K +611 +125%
BWA
2920
Bestgate Wealth Advisors
Maryland
$629K +$33.6K +54 +6%
KWA
2921
Kellett Wealth Advisors
Ohio
$628K +$191K +308 +44%
PPWM
2922
PFG Private Wealth Management
Florida
$628K -$2.66M -4,278 -81%
EIA
2923
Eldridge Investment Advisors
New Hampshire
$627K +$46.6K +75 +8%
MWM
2924
Mattern Wealth Management
Kansas
$627K -$3.11K -5 -0.5%
LWM
2925
Lodestone Wealth Management
Washington
$627K -$37.9K -61 -6%