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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
751
IRON Financial
Illinois
$279K +$16.6K +67 +6%
FC
752
Financial Consulate
Maryland
$279K +$21.1K +85 +8%
GAM
753
Gould Asset Management
California
$278K
SG
754
StoneX Group
New York
$275K -$51.4K -207 -16%
HFM
755
Hartford Financial Management
Connecticut
$274K
Jane Street
756
Jane Street
New York
$274K +$273K +1,100 New
BFO
757
Boston Family Office
Massachusetts
$271K +$270K +1,086 New
SCM
758
SOL Capital Management
Maryland
$266K
VWA
759
V Wealth Advisors
Kansas
$265K +$264K +1,062 New
BHTS
760
Bar Harbor Trust Services
Maine
$263K -$30.5K -123 -10%
GW
761
GW & Wade
Massachusetts
$261K +$6.21K +25 +2%
CHP
762
Cable Hill Partners
Oregon
$260K -$60.1K -242 -19%
AF
763
Advisornet Financial
Minnesota
$259K -$52.6K -212 -17%
CSIC
764
Clifford Swan Investment Counsel
California
$259K -$45.4K -183 -15%
CTB
765
Country Trust Bank
Illinois
$255K -$140K -565 -36%
TWA
766
TCI Wealth Advisors
Arizona
$255K -$5.96K -24 -2%
CPA
767
Court Place Advisors
Maryland
$255K
CCM
768
Coldstream Capital Management
Washington
$254K
BCFS
769
Butensky & Cohen Financial Security
Florida
$254K +$14.4K +58 +6%
SFSG
770
Stearns Financial Services Group
North Carolina
$252K -$34.5K -139 -12%
FCCM
771
First City Capital Management
Georgia
$251K +$249K +1,005 New
PWMAG
772
Pinnacle Wealth Management Advisory Group
New Jersey
$250K
HNB
773
Huntington National Bank
Ohio
$249K
CAM
774
Covenant Asset Management
New Jersey
$244K
SMH
775
Sanders Morris Harris
Texas
$244K +$243K +979 New