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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
2201
Austin Private Wealth
Texas
$976K -$51.4K -95 -5%
WFA
2202
Wade Financial Advisory
California
$973K +$114K +211 +13%
DSC
2203
Duncker Streett & Co
Missouri
$969K +$23.2K +43 +2%
PA
2204
Perennial Advisors
New York
$966K +$1.02M +1,880 New
VWM
2205
Valley Wealth Managers
New Jersey
$965K -$30.8K -57 -3%
MF
2206
Montis Financial
Massachusetts
$961K +$384K +710 +61%
4WM
2207
49 Wealth Management
Texas
$961K -$181K -334 -15%
VC
2208
Vestor Capital
Illinois
$960K -$63.8K -118 -6%
I
2209
IMPACTfolio
Colorado
$960K -$466K -862 -32%
SEI Investments
2210
SEI Investments
Pennsylvania
$959K +$427K +789 +73%
IHWM
2211
Iron Horse Wealth Management
Iowa
$959K +$10.8K +20 +1%
AWA
2212
Acorn Wealth Advisors
Michigan
$957K +$233K +431 +30%
FWM
2213
Foguth Wealth Management
Michigan
$956K +$159K +295 +19%
FA
2214
Fiduciary Alliance
South Carolina
$955K +$359K +665 +56%
CP
2215
Creekside Partners
California
$953K +$131K +243 +15%
RMC
2216
Resources Management Corp
Connecticut
$952K +$64.9K +120 +7%
FFBTD
2217
First Financial Bank - Trust Division
Ohio
$952K +$85.4K +158 +9%
RPCONE
2218
Retirement Planning Company of New England
Rhode Island
$951K -$541 -1 -0.1%
CPG
2219
Cornerstone Planning Group
New Jersey
$951K +$336K +621 +47%
OPWM
2220
Oakwell Private Wealth Management
Texas
$945K +$80K +148 +9%
APW
2221
Aurora Private Wealth
New Jersey
$945K -$7.03K -13 -0.7%
MWM
2222
MOKAN Wealth Management
Kansas
$944K +$165K +306 +20%
ACM
2223
Allred Capital Management
Texas
$943K -$17.8K -33 -2%
PCG
2224
Prosperity Consulting Group
Maryland
$942K +$66.5K +123 +7%
FCG
2225
Fielder Capital Group
Tennessee
$940K -$21.1K -39 -2%