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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1676
Orion Capital Management
California
$182K – – –
TFGT
1677
TS Financial Group (TSFG)
Illinois
$181K – – –
SIM
1678
Sonora Investment Management
Arizona
$180K +$3.25K +8 +2%
LPIC
1679
LeJeune Puetz Investment Counsel
Michigan
$179K – – –
SWM
1680
Sugarloaf Wealth Management
Georgia
$169K -$56.8K -140 -25%
FGAM
1681
Financial Gravity Asset Management
Texas
$168K – – –
JPLA
1682
Joseph P. Lucia & Associates
New York
$166K -$6.09K -15 -3%
GC
1683
Garde Capital
Washington
$166K +$66.9K +165 +64%
HPC
1684
HM Payson & Co
Maine
$165K +$124K +306 +271%
IPW
1685
IronBridge Private Wealth
Texas
$164K – – –
WC
1686
Westwind Capital
New Mexico
$164K – – –
WFO
1687
Wealthgate Family Office
Colorado
$162K – – –
WFA
1688
Wells Financial Advisors
Massachusetts
$158K – – –
OIA
1689
Optimum Investment Advisors
Illinois
$156K -$321K -792 -67%
CAL
1690
Capital Advisors Ltd
Ohio
$153K – – –
CDIA
1691
Capital Directions Investment Advisors
Georgia
$147K +$23.1K +57 +18%
LDFR
1692
Lehman & Derafelo Financial Resources
Pennsylvania
$142K +$16.2K +40 +13%
PWM
1693
Prentice Wealth Management
New York
$140K -$32.1K -79 -18%
BCP
1694
Blue Chip Partners
Michigan
$139K +$406 +1 +0.3%
EBA
1695
Eagle Bay Advisors
New York
$137K +$57.2K +141 +69%
CAL
1696
Capital Analysts LLC
Pennsylvania
$133K -$25.2K -62 -15%
MPWT
1697
MassMutual Private Wealth & Trust
Connecticut
$130K – – –
PP
1698
Pacifica Partners
Canada
$128K – – –
KFI
1699
Key Financial Inc
Pennsylvania
$123K – – –
Group One Trading
1700
Group One Trading
Illinois
$121K +$124K +306 New