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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
2926
Kerr Financial Planning
California
$629K -$665K -1,064 -52%
TFO
2927
Tarbox Family Office
California
$628K
WG
2928
Wellington Group
Indiana
$628K +$93.8K +150 +17%
WPC
2929
White Pine Capital
Minnesota
$627K
MIM
2930
Moseley Investment Management
Florida
$626K +$3.75K +6 +0.6%
PGWA
2931
Plus Group Wealth Advisors
Wisconsin
$625K +$4.38K +7 +0.7%
RF
2932
Robinswood Financial
Washington
$625K +$96.3K +154 +17%
OPWM
2933
Oxinas Partners Wealth Management
Indiana
$623K +$139K +223 +27%
IDA
2934
Intelligence Driven Advisers
California
$623K -$167K -267 -20%
LCM
2935
Leisure Capital Management
California
$623K -$408K -652 -38%
FCT
2936
First Community Trust
Iowa
$621K -$958K -1,532 -60%
TIM
2937
Tevis Investment Management
Texas
$621K +$3.75K +6 +0.6%
Vontobel Holding
2938
Vontobel Holding
Switzerland
$617K -$93.2K -149 -13%
CAG
2939
Centerpoint Advisory Group
Kansas
$617K
SHFA
2940
Sherrill & Hutchins Financial Advisory
Georgia
$617K
RM
2941
RCW Management
Florida
$616K -$19.4K -31 -3%
RIS
2942
Richmond Investment Services
Wisconsin
$616K +$14.4K +23 +2%
RCP
2943
Rothschild Capital Partners
New York
$614K -$11.9K -19 -2%
RPWA
2944
Regent Peak Wealth Advisors
Georgia
$612K -$43.2K -69 -6%
MTIC
2945
Missouri Trust & Investment Company
Missouri
$612K -$8.76K -14 -1%
LAM
2946
Lountzis Asset Management
Pennsylvania
$612K
CWP
2947
Clark Wealth Partners
Illinois
$610K +$13.8K +22 +2%
ECA
2948
Elevate Capital Advisors
Colorado
$610K -$1.18M -1,883 -65%
NCM
2949
NCM Capital Management
New Jersey
$609K +$53.8K +86 +9%
MPIA
2950
Mountain Pacific Investment Advisers
Idaho
$609K -$6.88K -11 -1%