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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1126
Coldstream Capital Management
Washington
$270K -$182K -643 -41%
IWA
1127
Intercontinental Wealth Advisors
Texas
$269K
CAC
1128
Certified Advisory Corp
Florida
$267K +$4.53K +16 +2%
CPC
1129
Consolidated Planning Corp
Georgia
$267K +$255K +901 New
MW
1130
Marcum Wealth
Ohio
$267K +$255K +901 New
CSIC
1131
Clifford Swan Investment Counsel
California
$266K
PWM
1132
PRW Wealth Management
Massachusetts
$265K
MWP
1133
Meridian Wealth Partners
Pennsylvania
$264K +$253K +894 New
ODG
1134
O'Dell Group
Ohio
$263K +$251K +889 New
TW
1135
TrinityPoint Wealth
Connecticut
$259K
CC
1136
Chicago Capital
Illinois
$259K +$248K +877 New
HR
1137
Hayden Royal
North Carolina
$259K -$225K -797 -49%
MM
1138
Main Management
California
$258K
LB
1139
Landmark Bank
Missouri
$256K
CP
1140
Camelot Portfolios
Ohio
$254K -$28.9K -102 -11%
KWMG
1141
King Wealth Management Group
Florida
$252K
MPWT
1142
MassMutual Private Wealth & Trust
Connecticut
$252K +$150K +530 +165%
Vanguard Capital Wealth Advisors
1143
Vanguard Capital Wealth Advisors
Colorado
$251K
LWM
1144
Lyell Wealth Management
California
$251K +$566 +2 +0.2%
BCP
1145
Berkeley Capital Partners
Georgia
$251K +$240K +849 New
BFP
1146
Briaud Financial Planning
Texas
$250K +$239K +845 New
WA
1147
WP Advisors
California
$250K +$239K +846 New
RCA
1148
Reitz Capital Advisors
Michigan
$249K
RGC
1149
Roberts, Glore & Co
Illinois
$247K +$237K +838 New
PW
1150
Price Wealth
Texas
$246K