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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Premier Path Wealth Partners
3251
Premier Path Wealth Partners
New Jersey
$398K -$1.35M -2,162 -76%
JFG
3252
Juno Financial Group
Virginia
$397K -$76.3K -122 -16%
SNBOSD
3253
Security National Bank of So Dak
Iowa
$397K – – –
SFC
3254
Swisher Financial Concepts
Ohio
$397K +$67.5K +108 +19%
DFG
3255
Demars Financial Group
Washington
$397K – – –
Bellwether Advisors
3256
Bellwether Advisors
Nebraska
$395K +$2.5K +4 +0.6%
PC
3257
Prairiewood Capital
North Dakota
$394K +$413K +660 New
ACM
3258
Andina Capital Management
Utah
$394K -$1.25K -2 -0.3%
P.J. Schmidt Investment Management (PJS)
3259
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K -$63.2K -101 -13%
Shelton Capital Management
3260
Shelton Capital Management
Colorado
$392K – – –
MBWA
3261
Marin Bay Wealth Advisors
California
$391K +$187K +299 +84%
WF
3262
Wayfinding Financial
Washington
$391K -$146K -234 -26%
EP
3263
Essential Partners
California
$391K – – –
SP
3264
Successful Portfolios
Florida
$391K +$1.88K +3 +0.5%
AWM
3265
Aviso Wealth Management
Washington
$390K -$281K -449 -41%
MAM
3266
Mullooly Asset Management
New Jersey
$390K -$27.5K -44 -6%
LEFP
3267
Leading Edge Financial Planning
Tennessee
$390K +$42.5K +68 +12%
Ledyard National Bank
3268
Ledyard National Bank
$389K -$213K -341 -34%
Excelsior Advisor Network
3269
Excelsior Advisor Network
Colorado
$389K +$407K +651 New
HGA
3270
Hobbs Group Advisors
South Carolina
$389K -$12.5K -20 -3%
KTF Investments
3271
KTF Investments
California
$388K -$88.2K -141 -18%
TWM
3272
TriaGen Wealth Management
California
$388K +$407K +650 New
KMG Fiduciary Partners
3273
KMG Fiduciary Partners
Ohio
$388K +$34.4K +55 +9%
CL
3274
CPWA LLC
Oregon
$388K +$357K +571 New
BIA
3275
Bigelow Investment Advisors
Maine
$388K – – –