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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
851
Windham Capital Management
Massachusetts
$345K
GFS
852
GYL Financial Synergies
Connecticut
$344K +$370K +1,495 New
TPA
853
Trivium Point Advisory
Connecticut
$341K +$368K +1,485 New
SAM
854
SP Asset Management
California
$337K +$248 +1 +0.1%
BFO
855
Boston Family Office
Massachusetts
$337K +$51.5K +208 +17%
SPI
856
Santori & Peters Inc
Pennsylvania
$336K -$46.3K -187 -11%
WAOTB
857
Wealth Advisors of Tampa Bay
Florida
$329K +$86K +347 +32%
AGA
858
Arkos Global Advisors
Texas
$327K +$352K +1,422 New
NCM
859
Next Capital Management
New York
$327K +$352K +1,422 New
Schroder Investment Management Group
860
Schroder Investment Management Group
United Kingdom
$326K -$11.7M -47,148 -3%
TCM
861
Traynor Capital Management
Pennsylvania
$324K -$226K -914 -39%
SAS
862
Stelac Advisory Services
New York
$324K
Walleye Trading
863
Walleye Trading
New York
$322K +$49.5K +200 +17%
BAM
864
Belpointe Asset Management
Nevada
$320K -$239K -965 -41%
LWS
865
Lucia Wealth Services
California
$319K +$344K +1,387 New
IAM
866
Integre Asset Management
New York
$317K -$146K -590 -30%
CMO
867
Covenant Multifamily Offices
Texas
$317K
PPCM
868
Pillar Pacific Capital Management
California
$310K
SFG
869
SNS Financial Group
Minnesota
$310K
FC
870
FCA Corp
Texas
$301K
MM
871
Main Management
California
$301K +$211K +853 +187%
HCIA
872
Hochman Cole Investment Advisors
Illinois
$300K +$95.9K +387 +42%
TAM
873
Taurus Asset Management
New York
$299K
PFS
874
Prospera Financial Services
Texas
$299K +$15.9K +64 +5%
WF
875
WoodTrust Financial
Wisconsin
$298K +$81.7K +330 +34%