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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1651
Beam Wealth Advisors
Louisiana
$445K +$97.2K +258 +25%
FOA
1652
Five Oceans Advisors
California
$444K -$171K -455 -26%
MCCP
1653
Mission Creek Capital Partners
California
$444K +$18.8K +50 +4%
DA
1654
Drake & Associates
Wisconsin
$443K +$481K +1,276 New
AIFAIM
1655
American Institute for Advanced Investment Management
Arizona
$441K +$20K +53 +4%
LIA
1656
LS Investment Advisors
Michigan
$437K – – –
RWM
1657
Refined Wealth Management
Utah
$437K +$40.7K +108 +9%
FFA
1658
Founders Financial Alliance
North Carolina
$436K -$255K -678 -35%
WHG
1659
Westwood Holdings Group
Texas
$435K -$8.29K -22 -2%
KCFA
1660
Key Client Fiduciary Advisors
New Jersey
$434K +$16.2K +43 +4%
PO
1661
Private Ocean
California
$431K – – –
CAP
1662
Columbia Advisory Partners
Washington
$430K -$15.4K -41 -3%
GCM
1663
Gables Capital Management
Florida
$430K – – –
SWIG
1664
Strategic Wealth Investment Group
Kentucky
$428K +$465K +1,235 New
RWA
1665
Redhawk Wealth Advisors
Minnesota
$427K -$197K -524 -30%
SKK
1666
Shepherd Kaplan Krochuk
Massachusetts
$426K – – –
IAG
1667
Investment Advisory Group
Massachusetts
$425K -$9.79K -26 -2%
TSA
1668
Tri-Star Advisors
Texas
$424K -$562K -1,493 -55%
LHWM
1669
Lake Hills Wealth Management
Texas
$423K -$1.51M -4,008 -77%
SFG
1670
Steward Financial Group
Texas
$422K – – –
TFO
1671
Tarbox Family Office
California
$422K – – –
CC
1672
Copperleaf Capital
North Carolina
$422K +$66.3K +176 +17%
Janus Henderson Group
1673
Janus Henderson Group
$421K -$155M -412,272 -100%
NAM
1674
NorthCrest Asset Manangement
Minnesota
$421K – – –
CCB
1675
Country Club Bank
Missouri
$419K -$27.1K -72 -6%