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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
2151
American Institute for Advanced Investment Management
Arizona
$572K +$17.8K +37 +3%
LHWM
2152
Lake Hills Wealth Management
Texas
$571K -$1.44K -3 -0.3%
WTFG
2153
Wells Trecaso Financial Group
Ohio
$569K
WCA
2154
Waypoint Capital Advisors
Minnesota
$568K +$30.8K +64 +6%
PA
2155
Perennial Advisors
New York
$567K +$14.4K +30 +3%
EFG
2156
Ethos Financial Group
Pennsylvania
$567K +$33.2K +69 +7%
BFP
2157
Beacon Financial Planning
Massachusetts
$564K -$71.2K -148 -12%
BMCM
2158
Burns Matteson Capital Management
New York
$562K +$17.3K +36 +3%
MCM
2159
Maple Capital Management
Vermont
$561K -$33.2K -69 -6%
OWA
2160
ORBA Wealth Advisors
Illinois
$560K +$539K +1,120 New
FTDI
2161
First Trust Direct Indexing
Massachusetts
$560K -$468K -973 -47%
CWM
2162
Cahill Wealth Management
Michigan
$557K -$24.5K -51 -4%
NWMG
2163
National Wealth Management Group
Ohio
$557K -$888K -1,845 -62%
NBT
2164
Northwest Bank & Trust
Iowa
$554K
MWP
2165
Meredith Wealth Planning
Illinois
$554K -$24.1K -50 -4%
CWM
2166
Chesapeake Wealth Management
Virginia
$553K +$3.85K +8 +0.7%
HG
2167
Harbor Group
New Hampshire
$552K +$2.41K +5 +0.5%
ERWM
2168
Elk River Wealth Management
Colorado
$552K -$3.85K -8 -0.7%
KCIC
2169
Kuhn & Co Investment Counsel
Illinois
$551K +$24.5K +51 +5%
Balyasny Asset Management
2170
Balyasny Asset Management
Illinois
$550K -$58.1M -120,648 -99%
3AM
2171
3EDGE Asset Management
Florida
$550K
CAM
2172
Campion Asset Management
Virginia
$550K
UWM
2173
USAdvisors Wealth Management
Minnesota
$550K -$2.25M -4,676 -81%
OFP
2174
OLIO Financial Planning
Virginia
$550K
MWAM
2175
Manhattan West Asset Management
California
$549K +$7.7K +16 +1%