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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
901
American Trust Investment Advisors
New Hampshire
$641K +$24.7K +88 +3%
Kayne Anderson Rudnick Investment Management
902
Kayne Anderson Rudnick Investment Management
California
$639K -$560 -2 -0.1%
WIA
903
World Investment Advisors
California
$638K -$2.69M -9,596 -78%
RWA
904
River Wealth Advisors
Pennsylvania
$633K -$25.5K -91 -3%
HIA
905
Harbor Investment Advisory
Maryland
$627K +$14K +50 +2%
MPW
906
Monterey Private Wealth
California
$626K -$75.1K -268 -9%
GAG
907
GM Advisory Group
New York
$625K +$739K +2,638 New
BOS
908
Bingham Osborn & Scarborough
California
$622K +$18.2K +65 +3%
BIA
909
BHK Investment Advisors
Alabama
$620K
OFS
910
OneAscent Financial Services
Alabama
$614K +$123K +440 +20%
CCFCSB
911
Cape Cod Five Cents Savings Bank
Massachusetts
$612K +$724K +2,584 New
ECM
912
EagleClaw Capital Management
Massachusetts
$608K
PIA
913
Perennial Investment Advisors
California
$607K -$645K -2,303 -47%
MPI
914
Mairs & Power Inc
Minnesota
$606K -$456K -1,628 -39%
Squarepoint
915
Squarepoint
New York
$604K +$714K +2,549 New
GI
916
GAMCO Investors
Connecticut
$600K +$710K +2,535 New
KPWG
917
KFA Private Wealth Group
Virginia
$596K +$215K +769 +44%
GSIS
918
Global Strategic Investment Solutions
Arizona
$595K +$1.68K +6 +0.2%
TNB
919
Thomasville National Bank
Georgia
$595K +$35.6K +127 +6%
CA
920
Capital Advantage
California
$593K -$266K -948 -30%
GIA
921
Guyasuta Investment Advisors
Pennsylvania
$584K +$15.4K +55 +2%
AFS
922
Axiom Financial Strategies
Indiana
$584K +$691K +2,465 New
CPIA
923
Cornell Pochily Investment Advisors
New York
$583K +$80.7K +288 +13%
SA
924
SRH Advisors
Kansas
$581K +$676K +2,412 +5,609%
BFEC
925
Benjamin F. Edwards & Company
Missouri
$579K +$35K +125 +5%