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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1601
Clark Capital Management Group
Pennsylvania
$586K -$199K -487 -26%
MIC
1602
Meridian Investment Counsel
California
$585K
TCWM
1603
Total Clarity Wealth Management
Illinois
$583K +$558K +1,363 +3,408%
AWP
1604
Abacus Wealth Partners
California
$581K -$97.8K -239 -15%
CFG
1605
Cooper Financial Group
California
$579K +$215K +524 +60%
AWA
1606
Alta Wealth Advisors
Massachusetts
$577K -$22.5K -55 -4%
GA
1607
GFS Advisors
Texas
$577K
WAG
1608
Winthrop Advisory Group
Massachusetts
$577K +$7.37K +18 +1%
MW
1609
MBL Wealth
North Carolina
$576K +$568K +1,387 New
JSL
1610
JT Stratford LLC
Georgia
$573K -$238K -581 -30%
LPWM
1611
Lake Point Wealth Management
Texas
$572K -$10.2K -25 -2%
PFSC
1612
Peoples Financial Services Corp
Pennsylvania
$571K +$183K +447 +48%
WA
1613
WP Advisors
California
$570K -$25.8K -63 -4%
WAM
1614
Weatherly Asset Management
California
$570K -$11.5K -28 -2%
BWM
1615
BlackDiamond Wealth Management
New York
$567K -$1.23K -3 -0.2%
BWA
1616
Bordeaux Wealth Advisors
California
$565K +$4.09K +10 +0.7%
FCA
1617
FinTrust Capital Advisors
South Carolina
$565K +$87.6K +214 +19%
NA
1618
Nottingham Advisors
New York
$565K +$96.6K +236 +21%
SEI Investments
1619
SEI Investments
Pennsylvania
$564K +$158K +386 +40%
SW
1620
SlateStone Wealth
Florida
$561K +$45.4K +111 +9%
TVWM
1621
Tower View Wealth Management
Wisconsin
$561K +$366K +894 +196%
WW
1622
Westshore Wealth
California
$558K +$154K +377 +39%
BCA
1623
Bernzott Capital Advisors
California
$557K -$34.8K -85 -6%
CISOA
1624
Capital Investment Services of America
Wisconsin
$552K
AAM
1625
Aureus Asset Management
Massachusetts
$550K +$542K +1,325 New