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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDC
3101
Woodward Diversified Capital
California
$481K +$15.5K +25 +3%
SHF
3102
Stage Harbor Financial
Massachusetts
$480K -$406K -654 -46%
SSA
3103
Shepherd Street Advisors
California
$480K +$476K +766 New
OA
3104
Oasis Advisors
Iowa
$479K +$474K +763 New
SIM
3105
Sentry Investment Management
Wisconsin
$477K +$473K +761 New
ACM
3106
Avalon Capital Management
California
$477K – – –
CCC
3107
Compass Capital Corp
Massachusetts
$477K +$465K +749 New
PJSIMP
3108
P.J. Schmidt Investment Management (PJS)
Wisconsin
$476K – – –
MCM
3109
McDonough Capital Management
Florida
$476K +$155K +249 +49%
WAS
3110
WESPAC Advisors SoCal
California
$476K +$472K +759 New
CC
3111
Commons Capital
Massachusetts
$474K -$2.5M -4,018 -84%
MFG
3112
Mustico Financial Group
New York
$474K – – –
JGCM
3113
Joseph Group Capital Management
Ohio
$473K +$321K +516 +216%
PWM
3114
Palacios Wealth Management
Florida
$473K -$485K -781 -51%
GP
3115
Geneva Partners
Wisconsin
$473K +$469K +755 New
SEM
3116
Suncoast Equity Management
Florida
$473K +$16.8K +27 +4%
TA
3117
TrueWealth Advisors
Alabama
$473K +$621 +1 +0.1%
IRP
3118
Investment Research Partners
Pennsylvania
$472K – – –
CFP
3119
Catalyst Financial Partners
Massachusetts
$472K -$175K -282 -27%
CA
3120
Callahan Advisors
Texas
$471K +$1.24K +2 +0.3%
DRW Securities
3121
DRW Securities
Illinois
$470K -$188K -303 -29%
MMCM
3122
Murphy & Mullick Capital Management
New York
$470K +$345K +555 +286%
BFS
3123
Burrus Financial Services
Utah
$469K +$1.13M +1,818 New
ACS
3124
Archford Capital Strategies
Illinois
$468K – – –
NLP
3125
Next Level Private
New York
$467K -$9.32K -15 -2%