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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
851
Timber Creek Capital Management
Massachusetts
$53K – – –
WA
852
WP Advisors
California
$52K +$51.9K +209 New
AWM
853
AllSquare Wealth Management
New York
$51K +$50.4K +203 New
MSFP
854
Mark Sheptoff Financial Planning
Connecticut
$50K +$49.6K +200 New
SHJ
855
Sharkey, Howes & Javer
Colorado
$48K – – –
TC
856
Trilogy Capital
California
$46K – – –
NC
857
NewSquare Capital
Pennsylvania
$45K – – –
FA
858
Fortis Advisors
Pennsylvania
$44K +$496 +2 +1%
BCA
859
Bay Colony Advisors
Massachusetts
$44K +$43.7K +176 New
AF
860
Arrow Financial
New York
$43K +$42.9K +173 New
NSB
861
Norway Savings Bank
Maine
$41K – – –
MSA
862
Marino Stram & Associates
Massachusetts
$40K – – –
QCG
863
Quadrant Capital Group
Ohio
$40K – – –
SWMG
864
Signature Wealth Management Group
Georgia
$38K +$248 +1 +0.7%
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
ADL
866
Asset Dedication LLC
California
$36K – – –
CT
867
Clearstead Trust
Maine
$35K +$34.5K +139 New
FPFS
868
First Personal Financial Services
North Carolina
$32K – – –
PFA
869
Pathway Financial Advisors
Vermont
$29K -$73K -294 -71%
BA
870
Ballew Advisors
Mississippi
$29K +$29K +117 New
MWM
871
MinichMacGregor Wealth Management
New York
$27K – – –
EWM
872
Edge Wealth Management
New York
$26K -$487K -1,960 -95%
SWP
873
Strategic Wealth Partners
Ohio
$25K -$24.3K -98 -50%
PG
874
Patten Group
Tennessee
$25K – – –
SSB
875
Sandy Spring Bank
Maryland
$25K – – –