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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
651
New England Professional Planning Group
Rhode Island
$468K – – –
CB
652
Cadence Bank
Mississippi
$463K – – –
MWA
653
MFA Wealth Advisors
Pennsylvania
$461K +$474K +1,888 New
CB
654
Community Bank
New York
$460K -$502K -1,999 -51%
1SB
655
1ST Source Bank
Indiana
$460K – – –
TWM
656
Titus Wealth Management
California
$459K +$350K +1,393 +70%
FMBTD
657
First Midwest Bank Trust Division
Illinois
$459K +$476K +1,899 New
HPC
658
Hobart Private Capital
North Carolina
$458K -$41.7K -166 -8%
RWA
659
River Wealth Advisors
Pennsylvania
$455K +$471K +1,878 New
CA
660
Cornerstone Advisory
Maryland
$453K +$251 +1 +0.1%
DWA
661
Douglass Winthrop Advisors
New York
$452K +$468K +1,866 New
FMWA
662
Forvis Mazars Wealth Advisors
Missouri
$447K +$165K +656 +55%
FWSM
663
First Wilshire Securities Management
California
$444K – – –
TIM
664
Tortoise Investment Management
New York
$441K +$2.01K +8 +0.4%
S
665
SignatureFD
Georgia
$441K +$5.02K +20 +1%
LRPA
666
L. Roy Papp & Associates
Arizona
$439K +$455K +1,812 New
APP
667
Avantax Planning Partners
Iowa
$438K +$251 +1 +0.1%
SAS
668
Stelac Advisory Services
New York
$438K +$454K +1,808 New
CCM
669
Catawba Capital Management
Virginia
$434K – – –
GG
670
GenWealth Group
New Jersey
$434K – – –
SWA
671
SFMG Wealth Advisors
Texas
$434K +$17.8K +71 +4%
BBA
672
BLB&B Advisors
Pennsylvania
$428K – – –
DWM
673
Doyle Wealth Management
Florida
$427K +$48.4K +193 +12%
BHIA
674
Birch Hill Investment Advisors
Massachusetts
$412K – – –
SWM
675
Segment Wealth Management
Texas
$400K – – –