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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
3351
Premier Financial Group
California
$30.1K +$26.8K +51 New
FRA
3352
Front Row Advisors
California
$28.5K +$23.6K +45 +900%
BA
3353
Ballast Advisors
Minnesota
$27.5K +$4.2K +8 +20%
RWA
3354
Redmont Wealth Advisors
Illinois
$27.3K -$4.2K -8 -14%
RA
3355
Rise Advisors
New York
$26.2K +$2.1K +4 +10%
QWM
3356
Quaker Wealth Management
New Jersey
$26.1K +$24.2K +46 New
TIM
3357
Thompson Investment Management
Wisconsin
$25K +$3.15K +6 +16%
IAG
3358
Innovative Advisory Group
Massachusetts
$24.4K – – –
UCB
3359
United Community Bank
South Carolina
$22.7K +$21K +40 New
CIM
3360
Contravisory Investment Management
Massachusetts
$22.2K +$5.26K +10 +34%
HCM
3361
Horrell Capital Management
Arkansas
$21.6K – – –
MIA
3362
Milestone Investment Advisors
Wisconsin
$21K – – –
GCM
3363
Garland Capital Management
Washington
$20.4K -$18.9K -36 -50%
BFS
3364
Bare Financial Services
Pennsylvania
$15.9K – – –
AF
3365
Aviso Financial
Ontario, Canada
$15.9K – – –
1NWS
3366
1 North Wealth Services
Maryland
$14.9K +$13.7K +26 New
SWIG
3367
Strategic Wealth Investment Group
Kentucky
$14.8K +$13.7K +26 New
SIC
3368
SJS Investment Consulting
Ohio
$14.3K +$2.63K +5 +25%
BC
3369
Broadwater Capital
Massachusetts
$13.6K +$7.15M +13,613 +68,065%
HFS
3370
Hughes Financial Services
Virginia
$13.4K – – –
AI
3371
Arvest Investments
Arkansas
$10.2K – – –
MMCM
3372
Murphy & Mullick Capital Management
New York
$9.88K +$8.93K +17 New
VWA
3373
Valued Wealth Advisors
Utah
$9.69K – – –
CPBTD
3374
Central Pacific Bank - Trust Division
Hawaii
$9.66K – – –
DWA
3375
Delos Wealth Advisors
Texas
$8.52K +$7.88K +15 New