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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
1451
Graves Light Lenhart Wealth
Virginia
$720K -$312K -828 -29%
HF
1452
Halpern Financial
Virginia
$719K +$125K +332 +19%
IFWM
1453
Institute for Wealth Management
Colorado
$718K -$2.71M -7,201 -78%
SFG
1454
Sather Financial Group
Texas
$717K
LWMG
1455
Levy Wealth Management Group
Pennsylvania
$710K -$95.3K -253 -11%
TIM
1456
Tortoise Investment Management
New York
$707K -$2.64K -7 -0.3%
SFP
1457
Sandbox Financial Partners
Maryland
$707K +$17.7K +47 +2%
SPFA
1458
Summit Place Financial Advisors
New Jersey
$704K
CA
1459
Cornerstone Advisory
Maryland
$702K -$413K -1,096 -35%
WMR
1460
Wealth Management Resources
Rhode Island
$702K
YWP
1461
YorkBridge Wealth Partners
New York
$701K +$187K +497 +33%
TCM
1462
Triumph Capital Management
Colorado
$699K -$124K -328 -14%
FFH
1463
Fairfax Financial Holdings
Ontario, Canada
$694K -$609K -1,616 -45%
Renaissance Technologies
1464
Renaissance Technologies
New York
$694K +$753K +2,000 New
VBFP
1465
Valtinson Bruner Financial Planning
Minnesota
$690K -$2.64K -7 -0.4%
HA
1466
HC Advisors
Georgia
$690K -$753 -2 -0.1%
PGAM
1467
Princeton Global Asset Management
New Jersey
$690K +$9.79K +26 +1%
CA
1468
CapWealth Advisors
Tennessee
$690K +$30.5K +81 +4%
AC
1469
Avenir Corporation
Virginia
$688K
CBFP
1470
Cedar Brook Financial Partners
Ohio
$687K +$149K +395 +25%
APF
1471
Alaska Permanent Fund
Alaska
$686K -$4.38M -11,634 -85%
TVWM
1472
Tower View Wealth Management
Wisconsin
$685K +$235K +623 +46%
ZIM
1473
Zacks Investment Management
Illinois
$684K -$751K -1,994 -50%
APW
1474
Aurora Private Wealth
New Jersey
$684K -$1.51K -4 -0.2%
LCC
1475
Lincoln Capital Corp
Rhode Island
$683K +$742K +1,970 New