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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
2976
Advus Financial Partners
Florida
$325K – – –
CIS
2977
Connors Investor Services
Pennsylvania
$325K – – –
FWM
2978
Forefront Wealth Management
Pennsylvania
$324K – – –
SCM
2979
Schnieders Capital Management
California
$322K -$54.7K -104 -15%
MKA
2980
M. Kulyk & Associates
Georgia
$322K – – –
O3W
2981
Omni 360 Wealth
New Jersey
$322K +$1.05K +2 +0.4%
RWM
2982
Riverbend Wealth Management
South Carolina
$321K -$61K -116 -17%
BCM
2983
Blume Capital Management
California
$321K +$5.26K +10 +2%
LCM
2984
Lunt Capital Management
Utah
$320K – – –
PWMG
2985
Private Wealth Management Group
New Jersey
$319K +$10.5K +20 +4%
IFPG
2986
Intrepid Financial Planning Group
Indiana
$319K – – –
SIG
2987
Sargent Investment Group
Maryland
$319K – – –
RAM
2988
Redmond Asset Management
Virginia
$317K -$56.8K -108 -16%
DP
2989
DDD Partners
Washington
$317K +$84.1K +160 +40%
ISFAN
2990
Investor's Fiduciary Advisor Network
Washington
$317K +$294K +559 New
PWM
2991
Paulson Wealth Management
Illinois
$317K -$6.83K -13 -2%
HCWM
2992
Hidden Cove Wealth Management
Washington
$316K – – –
HIMS
2993
Hager Investment Management Services
New Hampshire
$316K – – –
DFG
2994
Dynamic Financial Group
Iowa
$316K +$52.6K +100 +22%
TI
2995
Trexquant Investment
Connecticut
$315K -$577K -1,098 -66%
AAG
2996
Accordant Advisory Group
Maryland
$315K – – –
WW
2997
Winnow Wealth
Texas
$315K +$292K +555 New
SM
2998
Sweeney & Michel
California
$315K +$3.68K +7 +1%
WAS
2999
Winch Advisory Services
Wisconsin
$314K +$285K +542 +4,517%
GSF
3000
Grove Street Fiduciary
New Hampshire
$314K -$23.6K -45 -8%