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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
3101
Westside Investment Management
California
$299K -$17.7K -30 -6%
OPWM
3102
Oxinas Partners Wealth Management
Indiana
$299K -$10K -17 -3%
BCA
3103
Bay Capital Advisors
Virginia
$299K +$10.6K +18 +4%
SIC
3104
Sterling Investment Counsel
New York
$298K -$160K -272 -36%
1832 Asset Management
3105
1832 Asset Management
Ontario, Canada
$298K
CWA
3106
Cascade Wealth Advisors
Washington
$298K +$280K +475 New
HTHT
3107
Hemenway Trust Hemenway Trust
New Hampshire
$297K
BFIM
3108
Beese Fulmer Investment Management
Ohio
$297K +$30.1K +51 +12%
FC
3109
Fusion Capital
South Carolina
$297K +$279K +473 New
MFS
3110
McNamara Financial Services
Massachusetts
$296K
MWPCG
3111
Measured Wealth Private Client Group
New Hampshire
$295K -$108K -183 -28%
CW
3112
Curio Wealth
Maryland
$295K
NQWM
3113
Northwest Quadrant Wealth Management
Oregon
$295K +$284K +482 New
EK
3114
Evensky & Katz
Florida
$295K -$119K -202 -30%
RA
3115
Rodgers & Associates
Pennsylvania
$295K
PCMN
3116
Paradigm Capital Management (Nevada)
Nevada
$294K +$283K +480 New
DFA
3117
Delta Financial Advisors
Louisiana
$293K +$282K +479 New
CC
3118
Capital Counsel
New York
$293K -$5.89K -10 -2%
TLA
3119
Tanglewood Legacy Advisors
Texas
$293K
SRL
3120
Scientech Research LLC
New Jersey
$293K +$282K +478 New
BWM
3121
BKM Wealth Management
Wisconsin
$291K +$281K +476 New
ORC
3122
O'Rourke & Company
Massachusetts
$291K +$589 +1 +0.2%
SC
3123
Stolper & Co
Oklahoma
$291K
CB
3124
CNB Bank
Pennsylvania
$291K +$183K +311 +190%
GBFP
3125
Golden Bell Financial Planning
Georgia
$291K +$280K +475 New