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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
726
Appleton Partners
Massachusetts
$230K
GW
727
GW & Wade
Massachusetts
$228K +$717 +3 +0.3%
UBS AM
728
UBS AM
Illinois
$226K +$101K +422 +84%
NFG
729
Next Financial Group
Texas
$225K +$113K +472 +106%
ACM
730
Avalon Capital Management
California
$221K -$14.8K -62 -6%
RC
731
Roundview Capital
New Jersey
$221K -$6.93K -29 -3%
IWA
732
Intercontinental Wealth Advisors
Texas
$216K
OPWM
733
Oak Point Wealth Management
Michigan
$216K +$211K +881 New
CWM
734
Cahaba Wealth Management
Georgia
$215K +$210K +878 New
CHJWM
735
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$210K +880 New
FA
736
FCG Advisors
New Jersey
$213K -$435K -1,822 -63%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$212K
CL
738
CPWM LLC
Washington
$212K -$17K -71 -8%
AWA
739
ARS Wealth Advisors
Florida
$210K -$5.74K -24 -3%
PFBT
740
Parkside Financial Bank & Trust
Missouri
$210K +$48K +201 +31%
BCFS
741
Butensky & Cohen Financial Security
Florida
$210K +$204K +855 New
CRWM
742
Castle Rock Wealth Management
California
$209K +$204K +852 New
AF
743
Advisornet Financial
Minnesota
$207K +$201K +842 New
CB
744
CNB Bank
Pennsylvania
$202K +$197K +824 New
MWAC
745
Mariner Wealth Advisors (Cincinnati)
Ohio
$200K +$195K +817 New
Members Trust
746
Members Trust
Florida
$200K +$195K +817 New
VFA
747
Valeo Financial Advisors
Indiana
$198K +$189K +792 +5,657%
CC
748
Claybrook Capital
Massachusetts
$198K +$193K +809 New
MOS
749
MGO One Seven
Ohio
$193K +$188K +785 New
SFSIG
750
San Francisco Sentry Investment Group
California
$173K