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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
1826
Comprehensive Financial Consultants Institutional
Indiana
$281K -$6.03K -16 -2%
S
1827
SimplyRich
California
$281K – – –
BCA
1828
Bay Colony Advisors
Massachusetts
$279K +$26.4K +70 +11%
KFI
1829
Key Financial Inc
Pennsylvania
$279K +$209K +555 +230%
SC
1830
Soundwatch Capital
Connecticut
$279K +$303K +804 New
PWM
1831
PRW Wealth Management
Massachusetts
$278K -$378K -1,004 -56%
FCA
1832
FLC Capital Advisors
California
$278K -$178K -473 -37%
AOWM
1833
Alpha Omega Wealth Management
Virginia
$277K +$301K +798 New
LFG
1834
Lockerman Financial Group
California
$275K – – –
LPP
1835
Life Planning Partners
Florida
$275K +$294K +780 +7,091%
CHP
1836
Cable Hill Partners
Oregon
$272K +$295K +783 New
AWM
1837
Ameliora Wealth Management
Switzerland
$271K – – –
LWA
1838
LWS Wealth Advisors
New Jersey
$271K – – –
Walleye Trading
1839
Walleye Trading
New York
$271K +$220K +584 +295%
PIP
1840
Peachtree Investment Partners
Florida
$270K -$4.91M -13,023 -94%
TCMP
1841
Thrive Capital Management (Pennsylvania)
Pennsylvania
$270K -$20.3K -54 -6%
PWP
1842
Pursue Wealth Partners
California
$270K +$29.4K +78 +11%
OPPS
1843
Obsidian Personal Planning Solutions
Maryland
$270K +$293K +778 New
SCP
1844
Seizert Capital Partners
Michigan
$269K +$292K +776 New
PCM
1845
Passive Capital Management
Maryland
$268K – – –
BCP
1846
Berkeley Capital Partners
Georgia
$265K +$14.3K +38 +5%
MWAM
1847
Manhattan West Asset Management
California
$264K -$380K -1,010 -57%
CPA
1848
Capital Planning Advisors
California
$264K -$18.8K -50 -6%
GWMI
1849
Guardian Wealth Management (Illinois)
Illinois
$264K +$753 +2 +0.3%
RWM
1850
Raffa Wealth Management
District of Columbia
$264K – – –