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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1826
Baystate Wealth Management
Massachusetts
$524K +$172K +445 +53%
SEI Investments
1827
SEI Investments
Pennsylvania
$524K -$8.1K -21 -2%
MAM
1828
McLean Asset Management
Virginia
$523K +$25.5K +66 +5%
PO
1829
Private Ocean
California
$522K -$36.6K -95 -7%
CAM
1830
Clark Asset Management
New Hampshire
$521K -$140K -364 -22%
DWM
1831
Darwin Wealth Management
Florida
$521K -$64.8K -168 -12%
OFP
1832
OLIO Financial Planning
Virginia
$520K +$492K +1,276 New
MFS
1833
Madrona Financial Services
Washington
$518K -$229K -594 -32%
SWP
1834
Strategic Wealth Partners
Ohio
$517K +$8.49K +22 +2%
IC
1835
Inscription Capital
Texas
$515K
SN
1836
Sittner & Nelson
Oregon
$515K
LIA
1837
LS Investment Advisors
Michigan
$514K
WA
1838
Wealth Alliance
New York
$513K +$45.9K +119 +10%
KCM
1839
Kanawha Capital Management
Virginia
$513K +$16.6K +43 +4%
PBC
1840
Pavion Blue Capital
California
$512K
PCFFS
1841
Pacific Center for Financial Services
California
$510K +$5.01K +13 +1%
FC
1842
Forte Capital
New York
$510K -$14.7K -38 -3%
TWM
1843
Triton Wealth Management
Arizona
$509K +$1.16K +3 +0.2%
RSA
1844
River Street Advisors
Illinois
$508K -$31.6K -82 -6%
XF
1845
XML Financial
Maryland
$508K +$36.6K +95 +8%
NW
1846
Naviter Wealth
Arkansas
$507K +$479K +1,241 New
HIG
1847
Heritage Investment Group
Florida
$505K
NSG
1848
Nalls Sherbakoff Group
Tennessee
$504K -$16.2K -42 -3%
BTIM
1849
BancFirst Trust & Investment Management
Oklahoma
$504K
VAS
1850
Vestmark Advisory Solutions
Massachusetts
$503K +$124K +322 +35%