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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1876
Newbridge Financial Services Group
Florida
$270K +$180K +426 +223%
FW
1877
FirstPurpose Wealth
Utah
$269K +$260K +616 New
VFPW
1878
Vantage Financial Partners (Wisconsin)
Wisconsin
$269K +$260K +616 New
GA
1879
Gateway Advisory
New Jersey
$268K -$2.53K -6 -1%
WP
1880
Wealthspan Partners
Iowa
$268K +$259K +614 New
FFWA
1881
FRG Family Wealth Advisors
Washington
$266K – – –
IIL
1882
Insight Inv LLC
California
$266K +$257K +609 New
D
1883
Drystone
Virginia
$266K +$257K +610 New
HWA
1884
HCR Wealth Advisors
California
$265K +$11.4K +27 +5%
GCP
1885
Gill Capital Partners
Colorado
$264K -$303K -717 -54%
CAM
1886
Claret Asset Management
Quebec, Canada
$263K +$254K +602 New
SOAG
1887
Silver Oak Advisory Group
Oregon
$263K +$254K +602 New
TA
1888
Trellis Advisors
Washington
$263K +$255K +603 New
RW
1889
RVW Wealth
California
$262K +$422 +1 +0.2%
CFA
1890
Camarda Financial Advisors
Florida
$262K +$253K +600 New
FFM
1891
Forum Financial Management
Illinois
$262K +$254K +601 New
FA
1892
Fagan Associates
New York
$261K -$23.2K -55 -8%
SWMG
1893
Signature Wealth Management Group
Georgia
$261K – – –
LF
1894
Lee Financial
Texas
$261K +$220K +521 +677%
ASC
1895
Atalanta Sosnoff Capital
New York
$260K -$29.5K -70 -11%
GAM
1896
Grandview Asset Management
Pennsylvania
$258K +$250K +592 New
NEGWA
1897
New England Guild Wealth Advisors
Connecticut
$256K – – –
BWM
1898
Baystate Wealth Management
Massachusetts
$254K -$57.8K -137 -19%
HWA
1899
Heritage Wealth Advisors
Virginia
$254K – – –
VWM
1900
Valley Wealth Managers
New Jersey
$254K +$422 +1 +0.2%