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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1001
Intercontinental Wealth Advisors
Texas
$240K -$12.2K -45 -5%
IIA
1002
IPG Investment Advisors
California
$239K -$29.3K -108 -11%
MM
1003
Main Management
California
$238K -$150K -554 -39%
KL
1004
KWMG LLC
Kansas
$238K – – –
LB
1005
Landmark Bank
Missouri
$236K – – –
FA
1006
FCG Advisors
New Jersey
$235K +$1.09K +4 +0.5%
KWMG
1007
King Wealth Management Group
Florida
$233K – – –
LWM
1008
Lyell Wealth Management
California
$232K – – –
Vanguard Capital Wealth Advisors
1009
Vanguard Capital Wealth Advisors
Colorado
$231K – – –
RCA
1010
Reitz Capital Advisors
Michigan
$230K – – –
SFSG
1011
Stearns Financial Services Group
North Carolina
$229K +$1.09K +4 +0.5%
PW
1012
Price Wealth
Texas
$226K – – –
TC
1013
TownSquare Capital
Utah
$224K -$161K -594 -43%
SDAM
1014
Shulman DeMeo Asset Management
New York
$223K -$28.8K -106 -11%
MAS
1015
Managed Account Services
Florida
$223K +$15.2K +56 +7%
VBFP
1016
Valtinson Bruner Financial Planning
Minnesota
$221K -$108K -397 -33%
BC
1017
Brio Consultants
California
$221K +$220K +809 New
AP
1018
Advisor Partners
California
$220K +$219K +808 New
WCM
1019
WealthBridge Capital Management
Ohio
$219K +$218K +804 New
CC
1020
Callan Capital
California
$218K +$1.09K +4 +0.5%
SFA
1021
Sequoia Financial Advisors
Ohio
$218K +$6.51K +24 +3%
WPC
1022
Waters Parkerson & Co
Louisiana
$217K +$216K +795 New
EIP
1023
Ellis Investment Partners
Pennsylvania
$216K +$2.17K +8 +1%
PWS
1024
Paragon Wealth Strategies
Florida
$216K +$215K +792 New
PS
1025
Portfolio Solutions
Michigan
$212K -$19.8K -73 -9%