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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
3276
West Oak Capital
California
$43.2K -$28.7K -53 -39%
EWM
3277
EPG Wealth Management
Georgia
$42.7K – – –
PFG
3278
Putney Financial Group
California
$40.1K – – –
LRWM
3279
Lord & Richards Wealth Management
Colorado
$40.1K +$42.2K +78 New
GCM
3280
Garland Capital Management
Washington
$37K – – –
MPCG
3281
Matrix Private Capital Group
New York
$33.4K – – –
PAIM
3282
Punch & Associates Investment Management
Minnesota
$31.9K -$601K -1,111 -95%
AP
3283
Atwood & Palmer
Missouri
$31.2K – – –
CAM
3284
Clarity Asset Management
Iowa
$29.4K -$114K -210 -79%
MSFP
3285
Mark Sheptoff Financial Planning
Connecticut
$29.3K – – –
RWA
3286
Redmont Wealth Advisors
Illinois
$28.8K +$30.3K +56 New
AF
3287
Atala Financial
California
$28.3K +$29.7K +55 New
IAG
3288
Innovative Advisory Group
Massachusetts
$22.1K – – –
RA
3289
Rise Advisors
New York
$21.7K +$22.7K +42 New
BA
3290
Ballast Advisors
Minnesota
$20.6K +$21.6K +40 New
HCM
3291
Horrell Capital Management
Arkansas
$19.5K – – –
TIM
3292
Thompson Investment Management
Wisconsin
$19.5K – – –
MIA
3293
Milestone Investment Advisors
Wisconsin
$19K – – –
Asset Management One
3294
Asset Management One
Japan
$18K -$11.9K -22 -39%
BWM
3295
Bullock Wealth Management
Indiana
$16.5K – – –
CWM
3296
Crowley Wealth Management
Delaware
$15.4K +$1.62K +3 +11%
CIM
3297
Contravisory Investment Management
Massachusetts
$14.9K – – –
Aviso Financial
3298
Aviso Financial
Ontario, Canada
$14.4K – – –
BFS
3299
Bare Financial Services
Pennsylvania
$14.4K – – –
CWM
3300
Compass Wealth Management
Connecticut
$13.9K -$7.03K -13 -33%