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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
676
Cutler Group
California
$69K +$67.9K +300 New
WEC
677
Winslow Evans & Crocker
Massachusetts
$60.7K -$95.8K -423 -62%
PSC
678
Prentiss Smith & Co
Vermont
$60K – – –
AIS
679
Accurate Investment Solutions
Pennsylvania
$59K +$57.5K +254 New
CFA
680
Carroll Financial Associates
North Carolina
$58K -$132K -583 -70%
QCG
681
Quadrant Capital Group
Ohio
$58K – – –
VIA
682
Vantage Investment Advisors
Pennsylvania
$58K +$56.6K +250 New
WIM
683
Westside Investment Management
California
$50.6K +$226 +1 +0.5%
TCCM
684
Timber Creek Capital Management
Massachusetts
$49K – – –
IWM
685
IHT Wealth Management
Illinois
$49K +$13.6K +60 +40%
SHJ
686
Sharkey, Howes & Javer
Colorado
$45K – – –
BWM
687
Baystate Wealth Management
Massachusetts
$42K -$226 -1 -0.6%
NSB
688
Norway Savings Bank
Maine
$38K – – –
GBBWRPM
689
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$37K – – –
RPG
690
Risk Paradigm Group
Texas
$35.1K – – –
Carson Wealth (CWM LLC)
691
Carson Wealth (CWM LLC)
Nebraska
$35K +$34K +150 New
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$34K +150 New
BWA
693
BDO Wealth Advisors
Florida
$32K – – –
CT
694
Clearstead Trust
Maine
$32K – – –
FPFS
695
First Personal Financial Services
North Carolina
$30K – – –
NIC
696
Northwest Investment Counselors
Oregon
$29K – – –
MWM
697
MinichMacGregor Wealth Management
New York
$25K – – –
OIA
698
OneDigital Investment Advisors
Kansas
$24K -$1.76M -7,761 -99%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
JWA
700
JFS Wealth Advisors
Pennsylvania
$23K – – –