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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2626
Seaside Wealth Management
California
$275K
IWMA
2627
Ironwood Wealth Management (Arizona)
Arizona
$273K
NPFS
2628
Novak & Powell Financial Services
Florida
$273K +$2.03K +4 +0.8%
WCMN
2629
Westchester Capital Management (Nebraska)
Nebraska
$273K +$34.6K +68 +15%
KOCAA
2630
Knights of Columbus Asset Advisors
Connecticut
$273K +$70.1K +138 +36%
SHFA
2631
SC&H Financial Advisors
Maryland
$272K -$22.9K -45 -8%
CRI
2632
Colonial River Investments
Virginia
$271K +$38.1K +75 +17%
SAM
2633
Seelaus Asset Management
New Jersey
$270K -$4.58K -9 -2%
WWG
2634
West Wealth Group
California
$269K
MWM
2635
Meritas Wealth Management
California
$269K
CAP
2636
Columbia Advisory Partners
Washington
$269K +$259K +509 New
HA
2637
Hofer & Associates
California
$268K
JF
2638
Joule Financial
Kentucky
$267K +$14.2K +28 +6%
PWMG
2639
Pinnacle Wealth Management Group
Michigan
$267K
VWWMG
2640
Vermillion & White Wealth Management Group
Pennsylvania
$267K -$83.4K -164 -24%
TPWM
2641
Twelve Points Wealth Management
Massachusetts
$267K -$111K -219 -30%
DJSG
2642
D.J. St. Germain
Massachusetts
$266K +$78.8K +155 +44%
AFS
2643
Access Financial Services
Minnesota
$265K +$1.02K +2 +0.4%
WIM
2644
Waycross Investment Management
Washington
$265K
SNBOSCI
2645
Security National Bank of Sioux City Iowa
Iowa
$265K -$5.08K -10 -2%
O3W
2646
Omni 360 Wealth
New Jersey
$265K
LEFP
2647
Leading Edge Financial Planning
Tennessee
$264K +$255K +501 New
ECAM
2648
East Coast Asset Management
Massachusetts
$264K
AWM
2649
Aviso Wealth Management
Washington
$264K +$254K +500 New
Vontobel Holding
2650
Vontobel Holding
Switzerland
$264K +$254K +500 New