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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
MorganRosel Wealth Management
Colorado
$8.9M -$932K -1,491 -9%
SIM
1202
Stratos Investment Management
Ohio
$8.9M +$8.13K +13 +0.1%
PE
1203
PCM Encore
Colorado
$8.9M +$1.85M +2,954 +25%
WW
1204
Waterfront Wealth
Kansas
$8.88M +$1.24M +1,982 +15%
Mairs & Power Inc
1205
Mairs & Power Inc
Minnesota
$8.88M +$9.3M +14,866 New
GW
1206
Graetz Wealth
Michigan
$8.88M -$1.05M -1,671 -10%
Destination Wealth Management
1207
Destination Wealth Management
California
$8.87M +$1.61M +2,582 +21%
TC
1208
Trilogy Capital
California
$8.86M -$96.9K -155 -1%
CWS
1209
Cypress Wealth Services
California
$8.83M +$735K +1,176 +9%
DAS
1210
DMKC Advisory Services
Iowa
$8.83M -$1.54M -2,466 -14%
F.L. Putnam Investment Management
1211
F.L. Putnam Investment Management
Massachusetts
$8.83M -$2M -3,196 -18%
ACM
1212
Ategra Capital Management
Virginia
$8.8M – – –
WETS
1213
Wealth Enhancement Trust Services
South Dakota
$8.78M -$998K -1,595 -10%
VA
1214
VestGen Advisors
Illinois
$8.76M -$16.8M -26,859 -68%
GWM
1215
Greenwich Wealth Management
Connecticut
$8.76M -$201K -322 -2%
Segall Bryant & Hamill
1216
Segall Bryant & Hamill
Illinois
$8.75M -$3.54M -5,653 -28%
Mackenzie Financial
1217
Mackenzie Financial
Ontario, Canada
$8.75M +$715K +1,144 +8%
SCM
1218
Saxony Capital Management
Missouri
$8.75M +$1.1M +1,759 +14%
FGWP
1219
Founders Grove Wealth Partners
Virginia
$8.74M -$109K -174 -1%
AC
1220
Attessa Capital
Arizona
$8.72M +$462K +739 +5%
CPA
1221
Capital Planning Advisors
California
$8.72M +$670K +1,071 +8%
GWM
1222
Greenhouse Wealth Management
Connecticut
$8.69M -$37.5K -60 -0.4%
ACA
1223
Affinity Capital Advisors
California
$8.69M +$3.17M +5,064 +53%
CM
1224
Columbus Macro
Pennsylvania
$8.66M +$21.9K +35 +0.2%
One Capital Management
1225
One Capital Management
California
$8.65M +$1.81M +2,893 +25%