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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2376
Shakespeare Wealth Management
Wisconsin
$373K +$8.66K +18 +2%
HW
2377
Hedeker Wealth
Illinois
$373K -$265K -551 -43%
SEI Investments
2378
SEI Investments
Pennsylvania
$373K +$65.4K +136 +22%
LL
2379
LWMG LLC
Minnesota
$372K -$18.8K -39 -5%
CBA
2380
Coastal Bridge Advisors
Connecticut
$371K +$34.6K +72 +11%
GCM
2381
Gables Capital Management
Florida
$370K
AWMG
2382
Alliance Wealth Management Group
New Jersey
$370K
LA
2383
Lifeworks Advisors
Michigan
$370K +$356K +739 New
RA
2384
Ransom Advisory
Rhode Island
$368K
FOA
2385
Five Oceans Advisors
California
$366K -$421K -874 -54%
LCM
2386
LVM Capital Management
Michigan
$366K +$353K +733 New
HSWS
2387
Higgins & Schmidt Wealth Strategies
Colorado
$364K +$10.1K +21 +3%
PAIM
2388
Punch & Associates Investment Management
Minnesota
$364K +$322K +670 +1,155%
TPWM
2389
Twelve Points Wealth Management
Massachusetts
$362K +$135K +280 +63%
SFP
2390
Shepherd Financial Partners
Massachusetts
$361K
CF
2391
Convergence Financial
Missouri
$361K +$347K +722 New
KHCM
2392
Kirtland Hills Capital Management
Ohio
$361K -$29.8K -62 -8%
TLP
2393
Trinity Legacy Partners
Texas
$358K -$139K -289 -29%
MAM
2394
MMA Asset Management
Pennsylvania
$358K +$13K +27 +4%
TCM
2395
Tandem Capital Management
New Jersey
$357K +$12.5K +26 +4%
MCWA
2396
Meadow Creek Wealth Advisors
Georgia
$357K
DIA
2397
Davidson Investment Advisors
Montana
$357K +$1.93K +4 +0.6%
Russell Investments Group
2398
Russell Investments Group
United Kingdom
$355K +$333K +693 +4,076%
NLP
2399
Next Level Private
New York
$354K +$16.8K +35 +5%
SBWIC
2400
Schaper Benz & Wise Investment Counsel
Wisconsin
$353K +$340K +707 New