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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
O3W
2651
Omni 360 Wealth
New Jersey
$265K – – –
LEFP
2652
Leading Edge Financial Planning
Tennessee
$264K +$255K +501 New
ECAM
2653
East Coast Asset Management
Massachusetts
$264K – – –
WFA
2654
Woodward Financial Advisors
North Carolina
$264K – – –
AWM
2655
Aviso Wealth Management
Washington
$264K +$254K +500 New
Vontobel Holding
2656
Vontobel Holding
Switzerland
$264K +$254K +500 New
UAS
2657
United Asset Strategies
New York
$262K +$2.54K +5 +1%
I2I
2658
Insight 2811 Inc
Illinois
$259K -$14.2K -28 -5%
FA
2659
Fiduciary Alliance
South Carolina
$258K +$21.9K +43 +10%
LAS
2660
LWM Advisory Services
Florida
$258K – – –
SC
2661
Stolper & Co
Oklahoma
$258K -$6.61K -13 -3%
USB
2662
Union Savings Bank
Connecticut
$257K -$3.05K -6 -1%
ETS
2663
ESL Trust Services
New York
$256K +$23.9K +47 +11%
GCWM
2664
Graham Capital Wealth Management
District of Columbia
$256K +$15.8K +31 +7%
HTHT
2665
Hemenway Trust Hemenway Trust
New Hampshire
$256K +$247K +485 New
WCF
2666
West Coast Financial
California
$255K -$102K -200 -29%
LFA
2667
Laraway Financial Advisors
Minnesota
$255K +$25.4K +50 +12%
CJ
2668
Caitlin John
Michigan
$253K +$8.13K +16 +4%
RWMG
2669
Redwood Wealth Management Group
New Jersey
$253K +$218K +429 +858%
TLA
2670
Tanglewood Legacy Advisors
Texas
$252K – – –
SHWM
2671
Smith & Howard Wealth Management
Georgia
$252K – – –
PWMG
2672
Prestige Wealth Management Group
New Jersey
$251K +$3.05K +6 +1%
LWA
2673
Lantern Wealth Advisors
New York
$250K +$508 +1 +0.2%
PIM
2674
Penobscot Investment Management
Massachusetts
$250K – – –
WTB
2675
Washington Trust Bank
Washington
$248K +$239K +470 New