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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2051
Refined Wealth Management
Utah
$703K – – –
CCA
2052
Cadent Capital Advisors
Oklahoma
$701K +$439K +913 +187%
LA
2053
Lakeside Advisors
Washington
$700K – – –
PWIA
2054
Porter White Investment Advisors
Alabama
$698K +$6.74K +14 +1%
AWA
2055
Amplius Wealth Advisors
Pennsylvania
$692K – – –
FM
2056
Foster & Motley
Ohio
$691K +$42.3K +88 +7%
NAM
2057
NorthCrest Asset Manangement
Minnesota
$688K +$222K +461 +50%
SS
2058
Sunbelt Securities
Texas
$687K +$16.4K +34 +3%
KC
2059
Kingfisher Capital
North Carolina
$684K +$409K +850 +164%
TWCA
2060
Two West Capital Advisors
Kansas
$681K +$655K +1,362 New
PWP
2061
Pursue Wealth Partners
California
$676K +$101K +210 +18%
TSMHT
2062
Thurston Springer Miller Herd & Titak
Indiana
$675K +$650K +1,350 New
RCM
2063
RB Capital Management
Nevada
$675K -$241K -500 -27%
NCMW
2064
Northern Capital Management (Washington)
Washington
$675K +$46.7K +97 +8%
RiverFront Investment Group
2065
RiverFront Investment Group
Virginia
$672K +$290K +603 +81%
PA
2066
Pineridge Advisors
Missouri
$672K -$142K -295 -18%
HCMG
2067
Howard Capital Management Group
California
$670K -$73.6K -153 -10%
GA
2068
GFS Advisors
Texas
$670K -$308K -640 -48%
GGS
2069
Galvin Gaustad & Stein
Arizona
$664K +$32.2K +67 +5%
MIS
2070
Morningstar Investment Services
Illinois
$663K +$633K +1,316 New
IAG
2071
Investmark Advisory Group
Connecticut
$660K -$962 -2 -0.2%
BFIC
2072
Bedell Frazier Investment Counselling
California
$658K -$14K -29 -2%
CA
2073
CapWealth Advisors
Tennessee
$656K -$21.7K -45 -3%
EB
2074
Emprise Bank
Kansas
$655K – – –
ACA
2075
Affinity Capital Advisors
California
$655K +$313K +650 +98%