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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
676
Cidel Asset Management
Ontario, Canada
$320K – – –
FIM
677
Freedom Investment Management
Connecticut
$315K -$13.9K -58 -4%
SG
678
StoneX Group
New York
$315K -$5.74K -24 -2%
1IA
679
1834 Investment Advisors
Wisconsin
$312K +$304K +1,271 New
FTC
680
Farmers Trust Company
Ohio
$310K +$302K +1,262 New
1WA
681
180 Wealth Advisors
Washington
$309K +$301K +1,261 New
BAS
682
Brown Advisory Securities
Maryland
$305K +$19.6K +82 +7%
Betterment LLC
683
Betterment LLC
New York
$305K +$69.5K +291 +31%
WAOTB
684
Wealth Advisors of Tampa Bay
Florida
$300K +$284K +1,190 New
NGA
685
Naples Global Advisors
Florida
$299K -$4.78K -20 -2%
CSIC
686
Clifford Swan Investment Counsel
California
$299K – – –
BHTS
687
Bar Harbor Trust Services
Maine
$297K -$11.5K -48 -4%
DMC
688
Drexel Morgan & Co
Pennsylvania
$297K – – –
FC
689
FCA Corp
Texas
$297K – – –
EWA
690
EP Wealth Advisors
California
$295K – – –
SFM
691
Signet Financial Management
New Jersey
$295K – – –
BTNA
692
Bremer Trust National Association
Minnesota
$295K +$287K +1,202 New
LWA
693
Lenox Wealth Advisors
New York
$294K -$5.02K -21 -2%
CC
694
Capital Counsel
New York
$294K – – –
FMWA
695
Forvis Mazars Wealth Advisors
Missouri
$292K – – –
CPP
696
Crow Point Partners
Massachusetts
$290K – – –
AUB
697
Atlantic Union Bankshares
Virginia
$288K – – –
PWW
698
Pettyjohn Wood & White
Virginia
$288K +$5.97K +25 +2%
MWM
699
Meridian Wealth Management
Kentucky
$287K +$11.9K +50 +4%
HIMC
700
Heritage Investors Management Corp
Maryland
$282K -$3.58K -15 -1%