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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
1676
Beirne Wealth Consulting Services
Connecticut
$1.42M – – –
MCM
1677
MV Capital Management
Maryland
$1.41M – – –
LW
1678
Libra Wealth
California
$1.41M – – –
GAM
1679
GEM Asset Management
Michigan
$1.41M +$12K +25 +0.9%
KA
1680
Kooman & Associates
Pennsylvania
$1.41M -$11.1K -23 -0.8%
RRCM
1681
Rappaport Reiches Capital Management
Illinois
$1.41M -$17.8K -37 -1%
FWS
1682
FinDec Wealth Services
California
$1.41M -$85.7K -178 -6%
PPWP
1683
Premier Path Wealth Partners
New Jersey
$1.4M +$1.35M +2,808 New
JWA
1684
JFS Wealth Advisors
Pennsylvania
$1.4M +$191K +397 +17%
ZAM
1685
Zevin Asset Management
Massachusetts
$1.4M – – –
CCFCSB
1686
Cape Cod Five Cents Savings Bank
Massachusetts
$1.39M -$44.8K -93 -3%
Confluence Wealth Services
1687
Confluence Wealth Services
Pennsylvania
$1.39M +$15.4K +32 +1%
CFP
1688
Curran Financial Partners
South Carolina
$1.39M -$127K -264 -9%
SWA
1689
Sightline Wealth Advisors
Connecticut
$1.38M +$5.77K +12 +0.4%
PCM
1690
Princeton Capital Management
New Jersey
$1.38M -$41.9K -87 -3%
B
1691
BetterWealth
California
$1.38M – – –
CWM
1692
Chemistry Wealth Management
New York
$1.37M +$221K +460 +20%
IF
1693
Intrua Financial
Texas
$1.37M +$38.5K +80 +3%
I
1694
IMPACTfolio
Colorado
$1.36M – – –
ZB
1695
Zions Bancorporation
Utah
$1.36M -$4.33K -9 -0.3%
Beck Mack & Oliver
1696
Beck Mack & Oliver
New York
$1.35M – – –
CFG
1697
Cooper Financial Group
California
$1.35M +$371K +772 +40%
HM Payson & Co
1698
HM Payson & Co
Maine
$1.34M -$102K -213 -7%
Atlantic Union Bankshares
1699
Atlantic Union Bankshares
Virginia
$1.34M +$986K +2,049 +328%
AA
1700
Apriem Advisors
California
$1.34M +$26K +54 +2%