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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
726
Institutional & Family Asset Management
Colorado
$244K -$21K -88 -8%
CAM
727
Covenant Asset Management
New Jersey
$240K – – –
DWM
728
Dakota Wealth Management
Florida
$240K +$234K +980 New
WS
729
Wedbush Securities
California
$239K +$239 +1 +0.1%
CMBA
730
C.M. Bidwell & Associates
Hawaii
$237K +$231K +965 New
PWAG
731
Polaris Wealth Advisory Group
California
$235K +$16.5K +69 +8%
TTWM
732
TCV Trust & Wealth Management
Virginia
$235K +$229K +959 New
AP
733
Appleton Partners
Massachusetts
$230K – – –
GW
734
GW & Wade
Massachusetts
$228K +$717 +3 +0.3%
UBS AM
735
UBS AM
Illinois
$226K +$101K +422 +84%
NFG
736
Next Financial Group
Texas
$225K +$113K +472 +106%
ACM
737
Avalon Capital Management
California
$221K -$14.8K -62 -6%
RC
738
Roundview Capital
New Jersey
$221K -$6.93K -29 -3%
IWA
739
Intercontinental Wealth Advisors
Texas
$216K – – –
OPWM
740
Oak Point Wealth Management
Michigan
$216K +$211K +881 New
CWM
741
Cahaba Wealth Management
Georgia
$215K +$210K +878 New
CHJWM
742
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$210K +880 New
FA
743
FCG Advisors
New Jersey
$213K -$435K -1,822 -63%
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$212K – – –
CL
745
CPWM LLC
Washington
$212K -$17K -71 -8%
AWA
746
ARS Wealth Advisors
Florida
$210K -$5.74K -24 -3%
PFBT
747
Parkside Financial Bank & Trust
Missouri
$210K +$48K +201 +31%
BCFS
748
Butensky & Cohen Financial Security
Florida
$210K +$204K +855 New
CRWM
749
Castle Rock Wealth Management
California
$209K +$204K +852 New
AF
750
Advisornet Financial
Minnesota
$207K +$201K +842 New