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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SM
2626
Sweeney & Michel
California
$276K +$1.02K +2 +0.4%
JFGLC
2627
Johnson Financial Group LLC (Colorado)
Colorado
$276K +$266K +523 New
DA
2628
Drake & Associates
Wisconsin
$276K +$266K +523 New
RL
2629
Rogco LP
Oklahoma
$275K – – –
UL
2630
Unionview LLC
Washington
$275K +$1.02K +2 +0.4%
SWM
2631
Seaside Wealth Management
California
$275K – – –
IWMA
2632
Ironwood Wealth Management (Arizona)
Arizona
$273K – – –
NPFS
2633
Novak & Powell Financial Services
Florida
$273K +$2.03K +4 +0.8%
WCMN
2634
Westchester Capital Management (Nebraska)
Nebraska
$273K +$34.6K +68 +15%
KOCAA
2635
Knights of Columbus Asset Advisors
Connecticut
$273K +$70.1K +138 +36%
SHFA
2636
SC&H Financial Advisors
Maryland
$272K -$22.9K -45 -8%
CRI
2637
Colonial River Investments
Virginia
$271K +$38.1K +75 +17%
SAM
2638
Seelaus Asset Management
New Jersey
$270K -$4.58K -9 -2%
WWG
2639
West Wealth Group
California
$269K – – –
MWM
2640
Meritas Wealth Management
California
$269K – – –
CAP
2641
Columbia Advisory Partners
Washington
$269K +$259K +509 New
HA
2642
Hofer & Associates
California
$268K – – –
JF
2643
Joule Financial
Kentucky
$267K +$14.2K +28 +6%
PWMG
2644
Pinnacle Wealth Management Group
Michigan
$267K – – –
VWWMG
2645
Vermillion & White Wealth Management Group
Pennsylvania
$267K -$83.4K -164 -24%
TPWM
2646
Twelve Points Wealth Management
Massachusetts
$267K -$111K -219 -30%
DJSG
2647
D.J. St. Germain
Massachusetts
$266K +$78.8K +155 +44%
AFS
2648
Access Financial Services
Minnesota
$265K +$1.02K +2 +0.4%
WIM
2649
Waycross Investment Management
Washington
$265K – – –
SNBOSCI
2650
Security National Bank of Sioux City Iowa
Iowa
$265K -$5.08K -10 -2%