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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGW
3001
Chancellor Financial Group WB
Pennsylvania
$269K +$271K +500 New
MWM
3002
Meritas Wealth Management
California
$269K -$5.42K -10 -2%
JF
3003
Joule Financial
Kentucky
$268K -$3.79K -7 -1%
DA
3004
Drake & Associates
Wisconsin
$267K -$21.7K -40 -8%
IWA
3005
IBEX Wealth Advisors
New Jersey
$267K +$268K +495 New
ORC
3006
O'Rourke & Company
Massachusetts
$266K +$16.8K +31 +7%
PWM
3007
Prentice Wealth Management
New York
$266K +$56.9K +105 +27%
WCM
3008
Windsor Capital Management
Arizona
$265K +$21.7K +40 +9%
SFS
3009
Symphony Financial Services
Ohio
$265K -$1.02M -1,890 -80%
GSAM
3010
Grant Street Asset Management
Pennsylvania
$265K +$55.2K +102 +26%
I2I
3011
Insight 2811 Inc
Illinois
$264K – – –
PWMG
3012
Private Wealth Management Group
New Jersey
$263K +$127K +235 +93%
LAS
3013
LWM Advisory Services
Florida
$263K – – –
SNBOSCI
3014
Security National Bank of Sioux City Iowa
Iowa
$262K -$8.13K -15 -3%
CW
3015
Curio Wealth
Maryland
$262K +$264K +487 New
ETS
3016
ESL Trust Services
New York
$262K – – –
RWM
3017
Riverbend Wealth Management
South Carolina
$262K +$263K +486 New
HTHT
3018
Hemenway Trust Hemenway Trust
New Hampshire
$261K – – –
SGI
3019
Summit Global Investments
Utah
$261K -$2.99M -5,515 -92%
LFA
3020
Laraway Financial Advisors
Minnesota
$261K +$542 +1 +0.2%
Loomis, Sayles & Company
3021
Loomis, Sayles & Company
Massachusetts
$259K -$106K -195 -29%
SC
3022
Stolper & Co
Oklahoma
$259K -$4.88K -9 -2%
CA
3023
Centerpoint Advisors
Massachusetts
$259K +$246K +455 +1,750%
TLA
3024
Tanglewood Legacy Advisors
Texas
$258K – – –
LWA
3025
Lantern Wealth Advisors
New York
$257K +$1.63K +3 +0.6%