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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JF
3001
Joule Financial
Kentucky
$268K -$3.79K -7 -1%
DA
3002
Drake & Associates
Wisconsin
$267K -$21.7K -40 -8%
IWA
3003
IBEX Wealth Advisors
New Jersey
$267K +$268K +495 New
ORC
3004
O'Rourke & Company
Massachusetts
$266K +$16.8K +31 +7%
PWM
3005
Prentice Wealth Management
New York
$266K +$56.9K +105 +27%
WCM
3006
Windsor Capital Management
Arizona
$265K +$21.7K +40 +9%
SFS
3007
Symphony Financial Services
Ohio
$265K -$1.02M -1,890 -80%
GSAM
3008
Grant Street Asset Management
Pennsylvania
$265K +$55.2K +102 +26%
I2I
3009
Insight 2811 Inc
Illinois
$264K
PWMG
3010
Private Wealth Management Group
New Jersey
$263K +$127K +235 +93%
LAS
3011
LWM Advisory Services
Florida
$263K
SNBOSCI
3012
Security National Bank of Sioux City Iowa
Iowa
$262K -$8.13K -15 -3%
CW
3013
Curio Wealth
Maryland
$262K +$264K +487 New
ETS
3014
ESL Trust Services
New York
$262K
RWM
3015
Riverbend Wealth Management
South Carolina
$262K +$263K +486 New
HTHT
3016
Hemenway Trust Hemenway Trust
New Hampshire
$261K
SGI
3017
Summit Global Investments
Utah
$261K -$2.99M -5,515 -92%
LFA
3018
Laraway Financial Advisors
Minnesota
$261K +$542 +1 +0.2%
Loomis, Sayles & Company
3019
Loomis, Sayles & Company
Massachusetts
$259K -$106K -195 -29%
SC
3020
Stolper & Co
Oklahoma
$259K -$4.88K -9 -2%
CA
3021
Centerpoint Advisors
Massachusetts
$259K +$246K +455 +1,750%
TLA
3022
Tanglewood Legacy Advisors
Texas
$258K
LWA
3023
Lantern Wealth Advisors
New York
$257K +$1.63K +3 +0.6%
FLP
3024
Financial Life Planners
Arizona
$257K +$257K +475 New
BCM
3025
Buckhead Capital Management
Georgia
$256K +$258K +476 New