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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
751
Cooper/Haims Advisors
New York
$286K +$285K +1,147 New
IF
752
IRON Financial
Illinois
$279K +$16.6K +67 +6%
FC
753
Financial Consulate
Maryland
$279K +$21.1K +85 +8%
GAM
754
Gould Asset Management
California
$278K – – –
SG
755
StoneX Group
New York
$275K -$51.4K -207 -16%
HFM
756
Hartford Financial Management
Connecticut
$274K – – –
Jane Street
757
Jane Street
New York
$274K +$273K +1,100 New
BFO
758
Boston Family Office
Massachusetts
$271K +$270K +1,086 New
SCM
759
SOL Capital Management
Maryland
$266K – – –
VWA
760
V Wealth Advisors
Kansas
$265K +$264K +1,062 New
BHTS
761
Bar Harbor Trust Services
Maine
$263K -$30.5K -123 -10%
GW
762
GW & Wade
Massachusetts
$261K +$6.21K +25 +2%
CHP
763
Cable Hill Partners
Oregon
$260K -$60.1K -242 -19%
AF
764
Advisornet Financial
Minnesota
$259K -$52.6K -212 -17%
CSIC
765
Clifford Swan Investment Counsel
California
$259K -$45.4K -183 -15%
CTB
766
Country Trust Bank
Illinois
$255K -$140K -565 -36%
TWA
767
TCI Wealth Advisors
Arizona
$255K -$5.96K -24 -2%
CPA
768
Court Place Advisors
Maryland
$255K – – –
CCM
769
Coldstream Capital Management
Washington
$254K – – –
BCFS
770
Butensky & Cohen Financial Security
Florida
$254K +$14.4K +58 +6%
SFSG
771
Stearns Financial Services Group
North Carolina
$252K -$34.5K -139 -12%
FCCM
772
First City Capital Management
Georgia
$251K +$249K +1,005 New
PWMAG
773
Pinnacle Wealth Management Advisory Group
New Jersey
$250K – – –
HNB
774
Huntington National Bank
Ohio
$249K – – –
CAM
775
Covenant Asset Management
New Jersey
$244K – – –