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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2101
Sightline Wealth Advisors
Connecticut
$1.5M +$1.77K +3 +0.1%
BIA
2102
Benchmark Investment Advisors
Illinois
$1.5M +$1.44M +2,446 New
GSIAS
2103
Garden State Investment Advisory Services
New Jersey
$1.5M -$7.66K -13 -0.5%
UWS
2104
Unique Wealth Strategies
Illinois
$1.49M +$942K +1,598 +190%
OAS
2105
Optivise Advisory Services
Tennessee
$1.49M -$787K -1,335 -35%
HG
2106
Herbst Group
Connecticut
$1.49M +$7.66K +13 +0.5%
SPFA
2107
Summit Place Financial Advisors
New Jersey
$1.49M -$34.2K -58 -2%
FWP
2108
Forefront Wealth Partners
Texas
$1.49M +$462K +784 +48%
AW
2109
Alteri Wealth
California
$1.48M +$182K +308 +15%
CPW
2110
Catalyst Private Wealth
California
$1.48M +$73.1K +124 +5%
LL
2111
LPWM LLC
Minnesota
$1.47M – – –
Capital Advisors Wealth Management
2112
Capital Advisors Wealth Management
Washington
$1.47M +$987K +1,674 +228%
CS
2113
Capital Square
Tennessee
$1.47M +$114K +193 +9%
PD
2114
Planning Directions
Pennsylvania
$1.47M +$4.13K +7 +0.3%
KG
2115
Kieckhefer Group
Wisconsin
$1.47M +$149K +252 +12%
Cape Cod Five Cents Savings Bank
2116
Cape Cod Five Cents Savings Bank
Massachusetts
$1.47M – – –
VFG
2117
V2 Financial group
Illinois
$1.46M +$1.18K +2 +0.1%
Anchor Capital Advisors
2118
Anchor Capital Advisors
Massachusetts
$1.46M +$456K +774 +48%
BZWA
2119
Blue Zone Wealth Advisors
California
$1.46M +$1.09M +1,846 +344%
WAM
2120
Walker Asset Management
Missouri
$1.46M +$146K +247 +12%
CSA
2121
Cottage Street Advisors
Massachusetts
$1.46M +$780K +1,324 +126%
VAM
2122
Verity Asset Management
North Carolina
$1.45M +$760K +1,289 +119%
MWM
2123
MOKAN Wealth Management
Kansas
$1.45M +$136K +230 +11%
FMTC
2124
Farmers & Merchants Trust Company
California
$1.45M – – –
Foster Victor Wealth Advisors
2125
Foster Victor Wealth Advisors
South Carolina
$1.45M +$503K +853 +57%