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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CastleKeep Investment Advisors
3051
CastleKeep Investment Advisors
Connecticut
$242K +$244K +450 New
MKC
3052
M. Kraus & Co
Vermont
$242K -$8.13K -15 -3%
TC
3053
Tenret Company
Florida
$242K – – –
IWM
3054
Iams Wealth Management
Nebraska
$242K +$243K +449 New
CA
3055
Cornerstone Advisory
Maryland
$242K +$233K +431 New
RCG
3056
Regatta Capital Group
California
$241K +$16.8K +31 +7%
PCI
3057
Planning Center Inc
Illinois
$241K -$7.04K -13 -3%
CPA
3058
Compass Planning Associates
Massachusetts
$241K +$243K +448 New
MTC
3059
McDaniel Terry & Co
Texas
$241K +$242K +447 New
SFCL
3060
Strengthening Families & Communities LLC
Massachusetts
$240K -$8.15M -15,044 -97%
SPIO
3061
Seven Post Investment Office
California
$240K +$4.33K +8 +2%
AC
3062
Avant Capital
Louisiana
$238K +$240K +443 New
CWA
3063
Centennial Wealth Advisory
Michigan
$237K -$10.3K -19 -4%
FF
3064
Fluent Financial
Texas
$236K – – –
CWM
3065
Chronos Wealth Management
Florida
$235K – – –
AIM
3066
Archer Investment Management
Texas
$235K +$237K +437 New
DAM
3067
Delta Asset Management
Tennessee
$235K +$2.71K +5 +1%
BI
3068
Ballast Inc
Kentucky
$234K – – –
BCA
3069
Bernzott Capital Advisors
California
$234K -$133K -245 -36%
SC
3070
Searle & Co
Connecticut
$233K +$235K +433 New
SSI
3071
Scott & Selber Inc
Texas
$233K +$235K +433 New
PWM
3072
PMG Wealth Management
Illinois
$233K +$234K +432 New
FBB
3073
Fulton Breakefield Broenniman
Maryland
$233K – – –
MWM
3074
Maltin Wealth Management
New Jersey
$232K +$233K +431 New
USB
3075
Union Savings Bank
Connecticut
$232K -$30.3K -56 -11%