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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
626
Watermark Asset Management
California
$99K +$97.7K +458 New
LF
627
Lee Financial
Texas
$97K
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K +$64K +300 +294%
Thrivent Financial for Lutherans
629
Thrivent Financial for Lutherans
Minnesota
$86K
BCFS
630
Butensky & Cohen Financial Security
Florida
$84K +$47.8K +224 +137%
PB
631
Pinnacle Bancorp
Nebraska
$77K +$76K +356 New
RBC
632
Roble Belko & Company
Pennsylvania
$76K
CAG
633
Crestwood Advisors Group
Massachusetts
$56K +$54.2K +254 New
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$54K +$53.1K +249 New
QCG
635
Quadrant Capital Group
Ohio
$52K +$57.8K +271 New
LIA
636
LS Investment Advisors
Michigan
$49K
WIM
637
Westside Investment Management
California
$46.3K
TCCM
638
Timber Creek Capital Management
Massachusetts
$46K
SHJ
639
Sharkey, Howes & Javer
Colorado
$41K
DZ Bank
640
DZ Bank
Germany
$41K +$40.5K +190 New
BWM
641
Baystate Wealth Management
Massachusetts
$39K +$213 +1 +0.6%
RPG
642
Risk Paradigm Group
Texas
$36.8K +$36.3K +170 New
NSB
643
Norway Savings Bank
Maine
$36K
GBBWRPM
644
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K +$213 +1 +0.6%
FWM
645
Focused Wealth Management
New York
$34K
IWM
646
IHT Wealth Management
Illinois
$32K
LWM
647
LBA Wealth Management
Florida
$30K +$24.5K +115 +460%
FPFS
648
First Personal Financial Services
North Carolina
$28K
MWM
649
MinichMacGregor Wealth Management
New York
$23K +$23.5K +110 New
CB
650
Community Bank
New York
$22K