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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1526
Gerber Kawasaki Wealth & Investment Management
California
$824K -$477K -1,351 -37%
MIG
1527
McGuire Investment Group
Rhode Island
$823K
CT
1528
Caldwell Trust
Florida
$822K
RDWM
1529
Red Door Wealth Management
Tennessee
$821K -$18.7K -53 -2%
SWIM
1530
Smallwood Wealth Investment Management
New Jersey
$820K -$45.9K -130 -5%
Financial Engines Advisors
1531
Financial Engines Advisors
California
$819K +$4.24K +12 +0.5%
PAS
1532
Professional Advisory Services
Florida
$816K -$32.9K -93 -4%
CSI
1533
Cross Staff Investments
New York
$815K
WA
1534
WP Advisors
California
$804K +$36.4K +103 +5%
KA
1535
Kooman & Associates
Pennsylvania
$804K +$808K +2,288 New
IFA
1536
Index Fund Advisors
California
$802K +$3.18K +9 +0.4%
CFO
1537
Callan Family Office
Pennsylvania
$798K +$802K +2,270 New
AA
1538
Apriem Advisors
California
$797K +$172K +487 +27%
NWM
1539
NEIRG Wealth Management
Massachusetts
$797K +$1.41K +4 +0.2%
CFO
1540
Colony Family Offices
North Carolina
$797K -$1.16M -3,285 -59%
TWM
1541
Triton Wealth Management
Arizona
$794K -$373K -1,055 -33%
TVWM
1542
Tower View Wealth Management
Wisconsin
$793K +$51.9K +147 +7%
WAG
1543
Winthrop Advisory Group
Massachusetts
$791K +$309K +876 +64%
OWM
1544
Orgel Wealth Management
Wisconsin
$791K -$242K -684 -23%
NWMG
1545
National Wealth Management Group
Ohio
$790K
BWM
1546
BlackDiamond Wealth Management
New York
$787K -$3.53K -10 -0.5%
SWA
1547
Sightline Wealth Advisors
Connecticut
$786K +$438K +1,239 +124%
CNBTD
1548
Citizens National Bank Trust Department
Mississippi
$781K
MCM
1549
MV Capital Management
Maryland
$781K
PNAA
1550
Pictet North America Advisors
Switzerland
$780K -$70.7K -200 -8%