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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCAL
2951
City Center Advisors LLC
Michigan
$782K +$2K +3 +0.3%
BCM
2952
Buckhead Capital Management
Georgia
$779K -$5.33K -8 -0.7%
AA
2953
Altman Advisors
Illinois
$779K +$756K +1,134 New
SWM
2954
Shakespeare Wealth Management
Wisconsin
$779K -$24K -36 -3%
CA
2955
Chatterton & Associates
California
$778K +$107K +160 +17%
RFA
2956
Resurgent Financial Advisors
Georgia
$777K +$358K +537 +90%
TBNY
2957
Trustco Bank (New York)
New York
$777K – – –
GP
2958
Geneva Partners
Wisconsin
$775K +$248K +372 +49%
SIAS
2959
Summit Investment Advisory Services
Minnesota
$775K +$1.33K +2 +0.2%
CSPIA
2960
Cary Street Partners Investment Advisory
Virginia
$774K +$2K +3 +0.3%
ICP
2961
Ironvine Capital Partners
Nebraska
$773K -$51.3K -77 -6%
IWS
2962
Insight Wealth Strategies
California
$772K -$7.33K -11 -1%
SIAP
2963
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$771K +$42K +63 +6%
THL
2964
Tillman Hartley LLC
Colorado
$771K – – –
LGG
2965
Luts & Greenleigh Group
Maryland
$770K +$5.33K +8 +0.7%
KFA
2966
Kelleher Financial Advisors
New York
$769K +$746K +1,119 New
PWPS
2967
Pinnacle Wealth Planning Services
Ohio
$768K – – –
NG
2968
Norden Group
Utah
$766K -$54K -81 -7%
OWA
2969
Oak Wealth Advisors
Illinois
$766K +$2.67K +4 +0.4%
CISOA
2970
Capital Investment Services of America
Wisconsin
$765K -$667 -1 -0.1%
PGWA
2971
Plus Group Wealth Advisors
Wisconsin
$762K +$42.7K +64 +6%
CWM
2972
Cadence Wealth Management
Massachusetts
$761K +$278K +417 +60%
BCM
2973
BluePath Capital Management
Georgia
$760K -$60K -90 -8%
1832 Asset Management
2974
1832 Asset Management
Ontario, Canada
$759K +$107K +161 +17%
MSR
2975
Main Street Research
Connecticut
$759K -$152K -228 -17%