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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAP
1626
Columbia Advisory Partners
Washington
$656K +$225K +638 +52%
WWM
1627
Windsor Wealth Management
Indiana
$653K -$97.5K -276 -13%
WTB
1628
Washington Trust Bank
Washington
$653K -$3.53K -10 -0.5%
RF
1629
Resolute Financial
Massachusetts
$648K +$74.2K +210 +13%
KCM
1630
Kathmere Capital Management
Pennsylvania
$647K +$279K +791 +75%
LA
1631
LVW Advisors
New York
$646K +$135K +381 +26%
GA
1632
GFS Advisors
Texas
$646K +$177K +500 +37%
MSAM
1633
Moloney Securities Asset Management
Missouri
$645K +$7.07K +20 +1%
TTWM
1634
TCV Trust & Wealth Management
Virginia
$645K -$8.83K -25 -1%
DSC
1635
Duncker Streett & Co
Missouri
$644K
TCMP
1636
Thrive Capital Management (Pennsylvania)
Pennsylvania
$642K +$370K +1,048 +135%
ATPW
1637
Ashton Thomas Private Wealth
Arizona
$638K -$703K -1,989 -52%
QC
1638
Quent Capital
New York
$636K +$76K +215 +13%
PFSC
1639
Peoples Financial Services Corp
Pennsylvania
$636K -$7.77K -22 -1%
MWA
1640
Mills Wealth Advisors
Texas
$632K +$636K +1,800 New
MPCG
1641
Matrix Private Capital Group
New York
$632K +$283K +800 +80%
PGAM
1642
Princeton Global Asset Management
New Jersey
$629K -$70.7K -200 -10%
AIA
1643
Arcadia Investment Advisors
Idaho
$629K
PFM
1644
Parsec Financial Management
North Carolina
$627K +$80.2K +227 +15%
CWMGP
1645
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$626K
HF
1646
Halpern Financial
Virginia
$625K -$82.3K -233 -12%
GGI
1647
Godsey & Gibb Inc
Virginia
$625K +$628K +1,778 New
FFA
1648
Founders Financial Alliance
North Carolina
$624K +$23K +65 +4%
Kayne Anderson Rudnick Investment Management
1649
Kayne Anderson Rudnick Investment Management
California
$624K +$511K +1,447 +440%
SSB
1650
Sandy Spring Bank
Maryland
$622K +$10.2K +29 +2%