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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
2101
Financial Management Network
California
$755K -$9.15K -18 -1%
THL
2102
Tillman Hartley LLC
Colorado
$755K – – –
ASW
2103
Astoria Strategic Wealth
Texas
$755K – – –
CWM
2104
Collaborative Wealth Management
Florida
$752K -$16.3K -32 -2%
SRWM
2105
Shira Ridge Wealth Management
California
$751K – – –
RWM
2106
Refined Wealth Management
Utah
$751K +$8.64K +17 +1%
RW
2107
REDW Wealth
New Mexico
$751K – – –
PHWM
2108
Pine Harbor Wealth Management
Maryland
$749K +$3.56K +7 +0.5%
CF
2109
Clarity Financial
Texas
$748K +$114K +224 +19%
CX Institutional
2110
CX Institutional
Indiana
$747K -$407K -800 -36%
SP
2111
Sequent Planning
Nebraska
$747K -$181K -357 -20%
ICP
2112
Interchange Capital Partners
Pennsylvania
$746K +$508 +1 +0.1%
WP
2113
WealthPLAN Partners
Nebraska
$742K -$172K -338 -19%
CWA
2114
Consilium Wealth Advisory
Texas
$740K -$11.2K -22 -2%
SAM
2115
Strategy Asset Managers
California
$740K +$300K +591 +73%
AA
2116
Ashford Advisors
New York
$740K – – –
EFG
2117
Ethos Financial Group
Pennsylvania
$739K +$135K +266 +24%
LA
2118
Lakeside Advisors
Washington
$739K – – –
PWIA
2119
Porter White Investment Advisors
Alabama
$737K – – –
MAM
2120
McLean Asset Management
Virginia
$736K +$6.1K +12 +0.9%
AC
2121
Avestar Capital
New York
$735K -$24.4K -48 -3%
BAM
2122
Berkshire Asset Management
Pennsylvania
$732K – – –
CWM
2123
Cahaba Wealth Management
Georgia
$731K +$117K +230 +20%
SXL
2124
Summit X LLC
Missouri
$730K – – –
UWS
2125
Unique Wealth Strategies
Illinois
$726K -$454K -894 -39%