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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1676
Sugarloaf Wealth Management
Georgia
$169K -$56.8K -140 -25%
FGAM
1677
Financial Gravity Asset Management
Texas
$168K
JPLA
1678
Joseph P. Lucia & Associates
New York
$166K -$6.09K -15 -3%
GC
1679
Garde Capital
Washington
$166K +$66.9K +165 +64%
HPC
1680
HM Payson & Co
Maine
$165K +$124K +306 +271%
IPW
1681
IronBridge Private Wealth
Texas
$164K
WC
1682
Westwind Capital
New Mexico
$164K
WFO
1683
Wealthgate Family Office
Colorado
$162K
WFA
1684
Wells Financial Advisors
Massachusetts
$158K
OIA
1685
Optimum Investment Advisors
Illinois
$156K -$321K -792 -67%
CAL
1686
Capital Advisors Ltd
Ohio
$153K
CDIA
1687
Capital Directions Investment Advisors
Georgia
$147K +$23.1K +57 +18%
LDFR
1688
Lehman & Derafelo Financial Resources
Pennsylvania
$142K +$16.2K +40 +13%
PWM
1689
Prentice Wealth Management
New York
$140K -$32.1K -79 -18%
BCP
1690
Blue Chip Partners
Michigan
$139K +$406 +1 +0.3%
EBA
1691
Eagle Bay Advisors
New York
$137K +$57.2K +141 +69%
CAL
1692
Capital Analysts LLC
Pennsylvania
$133K -$25.2K -62 -15%
MPWT
1693
MassMutual Private Wealth & Trust
Connecticut
$130K
PP
1694
Pacifica Partners
Canada
$128K
KFI
1695
Key Financial Inc
Pennsylvania
$123K
Group One Trading
1696
Group One Trading
Illinois
$121K +$124K +306 New
SNT
1697
Security National Trust
West Virginia
$120K
FWM
1698
Focused Wealth Management
New York
$118K +$406 +1 +0.3%
JWM
1699
Jackson Wealth Management
Florida
$117K -$244K -602 -2%
HBT
1700
Hills Bank & Trust
Iowa
$113K +$116K +287 New