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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
876
Royal Fund Management
Florida
$69K -$5.23K -20 -7%
KL
877
KWMG LLC
Kansas
$68K – – –
FWC
878
First Washington Corp
Washington
$62K +$60.7K +232 New
IP
879
Intellectus Partners
California
$61K – – –
LIA
880
LS Investment Advisors
Michigan
$61K – – –
NFG
881
Next Financial Group
Texas
$61K +$59.4K +227 New
LFA
882
Legacy Financial Advisors
Kentucky
$60K – – –
BWM
883
Baystate Wealth Management
Massachusetts
$59K +$262 +1 +0.4%
MPWT
884
MassMutual Private Wealth & Trust
Connecticut
$58.8K – – –
TCCM
885
Timber Creek Capital Management
Massachusetts
$57K – – –
AWM
886
AllSquare Wealth Management
New York
$54K – – –
MSFP
887
Mark Sheptoff Financial Planning
Connecticut
$53K – – –
SHJ
888
Sharkey, Howes & Javer
Colorado
$51K – – –
TC
889
Trilogy Capital
California
$51K +$1.31K +5 +3%
MWPCG
890
Measured Wealth Private Client Group
New Hampshire
$50K +$48.7K +186 New
AWM
891
Aevitas Wealth Management
Massachusetts
$47K -$39.3K -150 -46%
FA
892
Fortis Advisors
Pennsylvania
$47K – – –
AF
893
Arrow Financial
New York
$46K – – –
NC
894
NewSquare Capital
Pennsylvania
$46K – – –
NSB
895
Norway Savings Bank
Maine
$44K – – –
QCG
896
Quadrant Capital Group
Ohio
$44K – – –
MSA
897
Marino Stram & Associates
Massachusetts
$43K +$262 +1 +0.6%
GI
898
Gradient Investments
Minnesota
$41K -$47.4K -181 -54%
JFGIW
899
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K – – –
ADL
900
Asset Dedication LLC
California
$38K – – –