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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIC
851
Portland Investment Counsel
Ontario, Canada
$363K – – –
RE
852
RBC Europe
United Kingdom
$360K -$7.43K -30 -2%
MCM
853
MAI Capital Management
Ohio
$359K +$386K +1,560 New
JWA
854
JFS Wealth Advisors
Pennsylvania
$358K – – –
ACA
855
Atlas Capital Advisors
Wyoming
$357K – – –
FPCM
856
Financial Partners Capital Management
New York
$357K +$384K +1,552 New
LWA
857
Lenox Wealth Advisors
New York
$356K -$63.2K -255 -14%
HFA
858
Hoover Financial Advisors
Pennsylvania
$356K +$384K +1,549 New
FWSM
859
First Wilshire Securities Management
California
$353K – – –
WCM
860
Windham Capital Management
Massachusetts
$345K – – –
GFS
861
GYL Financial Synergies
Connecticut
$344K +$370K +1,495 New
TPA
862
Trivium Point Advisory
Connecticut
$341K +$368K +1,485 New
SAM
863
SP Asset Management
California
$337K +$248 +1 +0.1%
BFO
864
Boston Family Office
Massachusetts
$337K +$51.5K +208 +17%
SPI
865
Santori & Peters Inc
Pennsylvania
$336K -$46.3K -187 -11%
WAOTB
866
Wealth Advisors of Tampa Bay
Florida
$329K +$86K +347 +32%
AGA
867
Arkos Global Advisors
Texas
$327K +$352K +1,422 New
NCM
868
Next Capital Management
New York
$327K +$352K +1,422 New
TCM
869
Traynor Capital Management
Pennsylvania
$324K -$226K -914 -39%
SAS
870
Stelac Advisory Services
New York
$324K – – –
Walleye Trading
871
Walleye Trading
New York
$322K +$49.5K +200 +17%
BAM
872
Belpointe Asset Management
Nevada
$320K -$239K -965 -41%
LWS
873
Lucia Wealth Services
California
$319K +$344K +1,387 New
IAM
874
Integre Asset Management
New York
$317K -$146K -590 -30%
CMO
875
Covenant Multifamily Offices
Texas
$317K – – –