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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
776
Laidlaw Wealth Management
New York
$4.71M -$75K -199 -1%
NP
777
NorthRock Partners
Minnesota
$4.7M -$237K -628 -4%
AO
778
Advisor OS
Illinois
$4.69M -$387K -1,026 -7%
VCM
779
Viewpoint Capital Management
Washington
$4.68M +$633K +1,681 +14%
CFGS
780
Concourse Financial Group Securities
Alabama
$4.67M -$513K -1,362 -7%
DWM
781
Dakota Wealth Management
Florida
$4.65M +$751K +1,994 +17%
ZIG
782
Zuckerman Investment Group
Illinois
$4.63M +$89.3K +237 +2%
IA
783
IFG Advisors
Missouri
$4.6M +$1.05M +2,777 +26%
WW
784
Waterfront Wealth
Kansas
$4.6M +$120K +318 +2%
TRCT
785
Tower Research Capital (TRC)
New York
$4.59M +$4.98M +13,226 New
CAN
786
Claraphi Advisory Network
United States
$4.58M -$801K -2,126 -14%
PWPCM
787
Perella Weinberg Partners Capital Management
New York
$4.58M +$4.98M +13,215 New
KWM
788
Keebeck Wealth Management
Illinois
$4.57M +$1.82M +4,842 +59%
BBHC
789
Brown Brothers Harriman & Co
New York
$4.56M -$53.5K -142 -1%
Squarepoint
790
Squarepoint
New York
$4.56M +$4.95M +13,136 New
FPF
791
First Pacific Financial
Washington
$4.55M +$3.26M +8,650 +194%
AR
792
Advisory Research
Illinois
$4.54M
LRWA
793
Long Run Wealth Advisors
New York
$4.53M +$788K +2,091 +19%
LPT
794
Legacy Private Trust
Wisconsin
$4.44M +$56.1K +149 +1%
CWS
795
Cypress Wealth Services
California
$4.43M -$18.5K -49 -0.4%
MTWM
796
Masso Torrence Wealth Management
New Jersey
$4.42M -$94.9K -252 -2%
AIM
797
Anchor Investment Management
South Carolina
$4.42M -$99.1K -263 -2%
CWM
798
Cherrydale Wealth Management
New Jersey
$4.41M +$4.79M +12,704 New
IIM
799
InTrack Investment Management
Vermont
$4.39M +$486K +1,289 +11%
HCM
800
Howland Capital Management
Massachusetts
$4.39M +$160K +424 +3%