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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
2576
Oak Hill Wealth Advisors
Virginia
$697K +$77.8K +132 +13%
SFI
2577
SPC Financial Inc
Maryland
$697K +$70.1K +119 +12%
AA
2578
Altman Advisors
Illinois
$694K
MC
2579
Matisse Capital
Oregon
$693K -$30.7K -52 -4%
TBNY
2580
Trustco Bank (New York)
New York
$693K +$667K +1,131 New
UFAC
2581
Urban Financial Advisory Corp
Illinois
$692K -$9.43K -16 -1%
CCAL
2582
City Center Advisors LLC
Michigan
$692K +$240K +408 +57%
WWM
2583
Whalen Wealth Management
Nevada
$692K -$160K -271 -19%
GCWM
2584
Guided Capital Wealth Management
Texas
$688K
IA
2585
Inspire Advisors
Idaho
$686K -$88.4K -150 -12%
IDA
2586
Intelligence Driven Advisers
California
$686K -$11.2K -19 -2%
TVWM
2587
Tower View Wealth Management
Wisconsin
$686K -$1.18K -2 -0.2%
SMH
2588
Sanders Morris Harris
Texas
$686K +$660K +1,120 New
CA
2589
Cornerstone Advisory
Maryland
$684K +$333K +565 +102%
AFG
2590
Allegheny Financial Group
Pennsylvania
$684K +$16.5K +28 +3%
VPF
2591
Vantage Point Financial
Illinois
$684K +$19.5K +33 +3%
TC
2592
Trust Company
Kansas
$684K
PDM
2593
Penn Davis McFarland
Texas
$683K -$173K -294 -21%
MAM
2594
MMA Asset Management
Pennsylvania
$683K +$81.9K +139 +14%
IWS
2595
Insight Wealth Strategies
California
$679K +$18.9K +32 +3%
HWA
2596
Heartwood Wealth Advisors
Virginia
$679K +$89.6K +152 +16%
AFA
2597
AllGen Financial Advisors
Florida
$679K
NWM
2598
NRI Wealth Management
California
$677K -$31.8K -54 -5%
MCM
2599
Mengis Capital Management
Oregon
$676K +$650K +1,103 New
ERWM
2600
Elk River Wealth Management
Colorado
$675K