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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
1651
American Institute for Advanced Investment Management
Arizona
$441K +$20K +53 +4%
LIA
1652
LS Investment Advisors
Michigan
$437K
RWM
1653
Refined Wealth Management
Utah
$437K +$40.7K +108 +9%
FFA
1654
Founders Financial Alliance
North Carolina
$436K -$255K -678 -35%
WHG
1655
Westwood Holdings Group
Texas
$435K -$8.29K -22 -2%
KCFA
1656
Key Client Fiduciary Advisors
New Jersey
$434K +$16.2K +43 +4%
PO
1657
Private Ocean
California
$431K
CAP
1658
Columbia Advisory Partners
Washington
$430K -$15.4K -41 -3%
GCM
1659
Gables Capital Management
Florida
$430K
SWIG
1660
Strategic Wealth Investment Group
Kentucky
$428K +$465K +1,235 New
RWA
1661
Redhawk Wealth Advisors
Minnesota
$427K -$197K -524 -30%
SKK
1662
Shepherd Kaplan Krochuk
Massachusetts
$426K
IAG
1663
Investment Advisory Group
Massachusetts
$425K -$9.79K -26 -2%
TSA
1664
Tri-Star Advisors
Texas
$424K -$562K -1,493 -55%
LHWM
1665
Lake Hills Wealth Management
Texas
$423K -$1.51M -4,008 -77%
SFG
1666
Steward Financial Group
Texas
$422K
TFO
1667
Tarbox Family Office
California
$422K
CC
1668
Copperleaf Capital
North Carolina
$422K +$66.3K +176 +17%
Janus Henderson Group
1669
Janus Henderson Group
$421K -$155M -412,272 -100%
NAM
1670
NorthCrest Asset Manangement
Minnesota
$421K
CCB
1671
Country Club Bank
Missouri
$419K -$27.1K -72 -6%
VDI
1672
Vaughan David Investments
Illinois
$419K
ETIA
1673
Epic Trust Investment Advisors
Washington
$419K +$455K +1,209 New
WCM
1674
Wealthcare Capital Management
Virginia
$418K
OFG
1675
Orcam Financial Group
California
$417K -$24.1K -64 -5%