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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLL
1726
Moody Lynn & Lieberson
Massachusetts
$658K +$3.86K +10 +0.6%
HIM
1727
Harbour Investment Management
Washington
$655K +$301K +781 +95%
GC
1728
Gibson Capital
Pennsylvania
$653K
AWM
1729
Aprio Wealth Management
Georgia
$651K +$195K +506 +46%
ACM
1730
Allred Capital Management
Texas
$648K +$6.94K +18 +1%
CCM
1731
Cutler Capital Management
Massachusetts
$647K +$42.8K +111 +8%
Financial Engines Advisors
1732
Financial Engines Advisors
California
$647K -$171K -444 -22%
CA
1733
CapWealth Advisors
Tennessee
$646K -$55.6K -144 -8%
MCM
1734
Morton Capital Management
California
$643K -$772K -2,000 -56%
BFS
1735
Bard Financial Services
Connecticut
$641K
RCWMU
1736
Rothschild & Co Wealth Management (UK)
United Kingdom
$641K
RPSA
1737
Richard P. Slaughter Associates
Texas
$639K
PCA
1738
Prosperity Capital Advisors
Ohio
$637K +$18.9K +49 +3%
DCM
1739
Dimension Capital Management
Florida
$637K
CFS
1740
CRA Financial Services
New Jersey
$637K +$13.1K +34 +2%
BFM
1741
Boston Financial Management
Massachusetts
$635K -$2.7K -7 -0.4%
BHWM
1742
Bar Harbor Wealth Management
New Hampshire
$633K -$69.1K -179 -10%
OPWM
1743
Oakwell Private Wealth Management
Texas
$632K
FNWM
1744
Financial Network Wealth Management
Utah
$631K -$133K -346 -19%
HVP
1745
Hudson Value Partners
Florida
$630K +$152K +393 +34%
CIA
1746
Covington Investment Advisors
Pennsylvania
$630K
MWA
1747
Mills Wealth Advisors
Texas
$629K +$6.17K +16 +1%
BAWC
1748
Boyce & Associates Wealth Consulting
Texas
$629K
GI
1749
Gradient Investments
Minnesota
$626K +$13.1K +34 +2%
OW
1750
Olistico Wealth
Oklahoma
$625K