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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
McRae Capital Management
New Jersey
$448K
SWA
702
SFMG Wealth Advisors
Texas
$448K
AA
703
Apriem Advisors
California
$445K +$102K +389 +30%
Carson Wealth (CWM LLC)
704
Carson Wealth (CWM LLC)
Nebraska
$443K +$429K +1,639 +9,106%
SWM
705
Segment Wealth Management
Texas
$442K
WTFG
706
Wells Trecaso Financial Group
Ohio
$441K +$6.54K +25 +2%
SPI
707
Santori & Peters Inc
Pennsylvania
$440K -$135K -514 -24%
1WA
708
180 Wealth Advisors
Washington
$437K -$7.59K -29 -2%
B
709
Bailard
California
$434K +$171K +655 +67%
EC
710
Estate Counselors
Wisconsin
$427K
RE
711
RBC Europe
United Kingdom
$426K +$7.85K +30 +2%
APP
712
Avantax Planning Partners
Iowa
$425K +$12.3K +47 +3%
PIC
713
Portland Investment Counsel
Ontario, Canada
$422K
RIA
714
Regal Investment Advisors
Michigan
$417K +$409K +1,562 New
ACA
715
Atlas Capital Advisors
Wyoming
$417K
JWA
716
JFS Wealth Advisors
Pennsylvania
$416K +$407K +1,556 New
AI
717
Accredited Investors
Minnesota
$410K -$43.2K -165 -10%
FWSM
718
First Wilshire Securities Management
California
$409K -$78.5K -300 -16%
IF
719
IRON Financial
Illinois
$406K +$106K +405 +36%
WCM
720
Windham Capital Management
Massachusetts
$401K
MSAM
721
Moloney Securities Asset Management
Missouri
$400K +$42.7K +163 +12%
CHA
722
Carmichael Hill & Associates
Maryland
$394K +$14.7K +56 +4%
RCM
723
RB Capital Management
Nevada
$388K -$3.76M -14,382 -91%
SAM
724
SP Asset Management
California
$386K
DOA
725
D'Orazio & Associates
Virginia
$381K