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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1576
Balboa Wealth Partners
Arizona
$937K +$248K +607 +34%
TCOT
1577
Trust Company of Toledo
Ohio
$937K -$63K -154 -6%
SWA
1578
Sightline Wealth Advisors
Connecticut
$935K -$29K -71 -3%
CBFP
1579
Cedar Brook Financial Partners
Ohio
$932K +$24.1K +59 +3%
CG
1580
Corundum Group
Colorado
$926K -$363K -887 -27%
CWM
1581
Cherrydale Wealth Management
New Jersey
$921K +$3.68K +9 +0.4%
MIG
1582
McGuire Investment Group
Rhode Island
$920K – – –
TAM
1583
Taurus Asset Management
New York
$917K -$286K -700 -23%
NCM
1584
Northwest Capital Management
Oregon
$910K +$818 +2 +0.1%
FPCG
1585
Fort Pitt Capital Group
Pennsylvania
$909K -$9.4K -23 -1%
GWA
1586
Geometric Wealth Advisors
District of Columbia
$908K -$78.5K -192 -8%
EFM
1587
E Fund Management
China
$901K +$691K +1,689 +279%
EFMH
1588
E Fund Management (HK)
Hong Kong
$901K +$691K +1,689 +279%
FCB
1589
First County Bank
Connecticut
$901K – – –
AW
1590
Alaethes Wealth
Nevada
$900K -$30.3K -74 -3%
NWMG
1591
National Wealth Management Group
Ohio
$900K – – –
KA
1592
Kooman & Associates
Pennsylvania
$900K +$15.5K +38 +2%
HW
1593
Hancock Whitney
Mississippi
$896K +$15.9K +39 +2%
CWA
1594
Clarity Wealth Advisors
California
$895K +$1.64K +4 +0.2%
MSAM
1595
Moloney Securities Asset Management
Missouri
$894K -$29K -71 -3%
CWS
1596
Confluence Wealth Services
Pennsylvania
$893K +$55.2K +135 +6%
WAL
1597
W Advisors LLC
Tennessee
$892K +$139K +340 +18%
SAS
1598
SMI Advisory Services
Indiana
$892K +$901K +2,203 New
CCM
1599
Cutler Capital Management
Massachusetts
$891K +$278K +680 +43%
OA
1600
Operose Advisors
Wisconsin
$888K +$889K +2,173 +2,498%