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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1151
WP Advisors
California
$250K +$239K +846 New
RCA
1152
Reitz Capital Advisors
Michigan
$249K – – –
RGC
1153
Roberts, Glore & Co
Illinois
$247K +$237K +838 New
PW
1154
Price Wealth
Texas
$246K – – –
MWM
1155
Minot Wealth Management
Massachusetts
$246K +$229K +808 New
AP
1156
Advisor Partners
California
$244K – – –
SDAM
1157
Shulman DeMeo Asset Management
New York
$244K +$2.26K +8 +1%
SFA
1158
Sequoia Financial Advisors
Ohio
$244K +$7.36K +26 +3%
SAM
1159
Strategy Asset Managers
California
$244K +$233K +825 New
BPB
1160
Badgley, Phelps & Bell
Washington
$243K -$31.7K -112 -12%
BC
1161
Brio Consultants
California
$243K +$3.11K +11 +1%
MAS
1162
Managed Account Services
Florida
$241K -$4.81K -17 -2%
VBFP
1163
Valtinson Bruner Financial Planning
Minnesota
$241K – – –
BWM
1164
Buckley Wealth Management
Nevada
$240K -$283K -1,000 -55%
EIP
1165
Ellis Investment Partners
Pennsylvania
$240K +$849 +3 +0.4%
DA
1166
Doliver Advisors
Texas
$239K +$229K +808 New
CC
1167
Callan Capital
California
$238K +$2.26K +8 +1%
EI
1168
Ellevest Inc
New York
$238K +$152K +539 +203%
NIC
1169
Northwest Investment Counselors
Oregon
$237K +$191K +676 +541%
VCM
1170
Verde Capital Management
Michigan
$237K +$226K +800 New
FBT
1171
First Bank & Trust
South Dakota
$237K +$227K +802 New
RFM
1172
Royal Fund Management
Florida
$236K +$40.7K +144 +22%
CAG
1173
Curtis Advisory Group
California
$235K +$225K +795 New
DR
1174
Davis Rea
Ontario, Canada
$235K +$1.15M +4,075 New
HWA
1175
Heritage Wealth Advisors
Virginia
$234K +$59.7K +211 +36%