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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
1751
Retirement Income Solutions
Michigan
$2.44M -$197K -375 -8%
BWA
1752
Burt Wealth Advisors
Maryland
$2.43M +$160K +304 +8%
WCM
1753
Washburn Capital Management
Florida
$2.43M -$87.2K -166 -4%
PWP
1754
Pursue Wealth Partners
California
$2.43M +$490K +933 +28%
BI
1755
Berkeley Inc
Idaho
$2.43M -$599K -1,140 -21%
LWM
1756
Latko Wealth Management
Illinois
$2.42M +$147K +280 +7%
QPWM
1757
Quadrant Private Wealth Management
Pennsylvania
$2.41M +$701K +1,334 +46%
CT
1758
Clearstead Trust
Maine
$2.4M +$722K +1,374 +48%
CPCM
1759
Cardinal Point Capital Management
Ontario, Canada
$2.39M -$47.3K -90 -2%
CCM
1760
Cloud Capital Management
Washington
$2.39M +$89.3K +170 +4%
OFS
1761
Orrstown Financial Services
Pennsylvania
$2.39M -$105K -200 -5%
TWM
1762
Tumwater Wealth Management
Idaho
$2.39M +$72.5K +138 +3%
ACM
1763
Advance Capital Management
Michigan
$2.38M +$1.35M +2,576 +159%
SLC
1764
Second Line Capital
Louisiana
$2.38M
MFF
1765
Michels Family Financial
Texas
$2.38M -$41.5K -79 -2%
PGA
1766
Portland Global Advisors
Maine
$2.38M +$136K +258 +7%
JC
1767
JB Capital
Connecticut
$2.38M +$77.3K +147 +4%
STB
1768
S&T Bank
Pennsylvania
$2.37M
CANC
1769
Culbertson A N & Co
Virginia
$2.37M +$261K +496 +14%
ACM
1770
Absolute Capital Management
Pennsylvania
$2.36M +$546K +1,039 +33%
CIAS
1771
CFS Investment Advisory Services
New Jersey
$2.36M +$252K +479 +13%
CTWM
1772
Cherry Tree Wealth Management
Minnesota
$2.35M +$48.4K +92 +2%
RIA
1773
Realta Investment Advisors
Delaware
$2.35M +$322K +612 +17%
MFG
1774
MidWestOne Financial Group
Iowa
$2.35M -$151K -287 -6%
TCM
1775
TruNorth Capital Management
Michigan
$2.34M +$539K +1,026 +33%