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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1451
Austin Private Wealth
Texas
$378K – – –
MPMG
1452
Minneapolis Portfolio Management Group
Minnesota
$376K +$1.15K +3 +0.3%
KCM
1453
Kathmere Capital Management
Pennsylvania
$374K +$1.92K +5 +0.5%
MWA
1454
Meridian Wealth Advisors
Texas
$373K +$17.3K +45 +5%
SCM
1455
Schnieders Capital Management
California
$371K +$3.84K +10 +1%
CWP
1456
Curated Wealth Partners
California
$369K -$39.2K -102 -10%
TCA
1457
Transcend Capital Advisors
New Jersey
$369K – – –
WF
1458
WoodTrust Financial
Wisconsin
$368K – – –
MJRIC
1459
Mogy Joel R Investment Counsel
California
$362K – – –
RB
1460
Renasant Bank
Mississippi
$361K +$384 +1 +0.1%
RPWA
1461
Regent Peak Wealth Advisors
Georgia
$361K +$1.53K +4 +0.4%
AWP
1462
Accretive Wealth Partners
New Jersey
$360K – – –
FFA
1463
Fi3 Financial Advisors
Indiana
$359K – – –
QPWM
1464
Quadrant Private Wealth Management
Pennsylvania
$359K +$72.5K +189 +26%
FF
1465
FourThought Financial
Florida
$357K +$384 +1 +0.1%
SW
1466
SteelPeak Wealth
California
$356K -$939K -2,447 -73%
MGWM
1467
Marks Group Wealth Management
Minnesota
$356K – – –
CPC
1468
Consolidated Planning Corp
Georgia
$354K -$1.92K -5 -0.6%
CB
1469
CNB Bank
Pennsylvania
$353K +$124K +323 +56%
SCA
1470
Sage Capital Advisors
South Dakota
$352K +$43.4K +113 +15%
PWM
1471
PRW Wealth Management
Massachusetts
$351K +$36.1K +94 +12%
FF
1472
Fluent Financial
Texas
$351K +$342K +891 New
PG
1473
Patten Group
Tennessee
$351K +$342K +891 New
PAA
1474
Peregrine Asset Advisers
Oregon
$350K -$6.91K -18 -2%
PCFFS
1475
Pacific Center for Financial Services
California
$349K – – –