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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
751
NorthRock Partners
Minnesota
$5.98M +$302K +715 +6%
SWM
752
Soundmark Wealth Management
Washington
$5.96M -$4.17M -9,869 -42%
ACI
753
Alpha Cubed Investments
California
$5.96M +$692K +1,640 +14%
IFS
754
Intelligent Financial Strategies
Minnesota
$5.85M +$5.66M +13,407 New
PWS
755
Private Wealth Strategies
Ohio
$5.79M +$133K +315 +2%
GEM
756
Global Endowment Management
North Carolina
$5.77M -$16.5K -39 -0.3%
AIA
757
Alera Investment Advisors
Illinois
$5.76M -$63.3K -150 -1%
B
758
Bailard
California
$5.75M -$59.9K -142 -1%
SVWAG
759
Sound View Wealth Advisors Group
Georgia
$5.75M +$1.1M +2,614 +25%
HCM
760
Howland Capital Management
Massachusetts
$5.72M +$495K +1,173 +10%
AR
761
Advisory Research
Illinois
$5.71M
NW
762
NewEdge Wealth
Pennsylvania
$5.69M +$5.11M +12,108 +1,312%
FNC
763
First National Corp
Massachusetts
$5.68M +$392K +929 +8%
MFA
764
Mayflower Financial Advisors
Massachusetts
$5.67M +$320K +757 +6%
SB
765
Strategic Blueprint
Georgia
$5.64M +$1.13M +2,678 +26%
MHIC
766
Marble Harbor Investment Counsel
Massachusetts
$5.62M +$358K +847 +7%
CB
767
Cadence Bank
Mississippi
$5.62M -$507K -1,200 -9%
BCIM
768
Bishop & Co Investment Management
Pennsylvania
$5.61M +$4.19M +9,916 +337%
PFM
769
Probabilities Fund Management
New York
$5.59M -$578K -1,370 -10%
WWM
770
Windsor Wealth Management
Indiana
$5.58M +$257K +610 +5%
GW
771
GW & Wade
Massachusetts
$5.55M -$49.8K -118 -0.9%
AIM
772
AMI Investment Management
Indiana
$5.52M +$149K +352 +3%
MTWM
773
Masso Torrence Wealth Management
New Jersey
$5.51M +$5.33M +12,623 New
H
774
HoyleCohen
California
$5.49M +$107K +253 +2%
MWM
775
Meridian Wealth Management
Kentucky
$5.47M +$691K +1,637 +15%