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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
2026
Grandview Asset Management
Pennsylvania
$259K +$2.12K +6 +0.8%
AHC
2027
Anderson Hoagland & Co
Missouri
$259K
CA
2028
Corrado Advisors
New Jersey
$258K -$43.1K -122 -14%
CWM
2029
Cranbrook Wealth Management
Michigan
$256K
MIM
2030
Moseley Investment Management
Florida
$256K -$3.53K -10 -1%
CAM
2031
Clark Asset Management
New Hampshire
$256K +$257K +728 New
PEA
2032
Park Edge Advisors
Ohio
$255K +$256K +726 New
CISOA
2033
Capital Investment Services of America
Wisconsin
$255K +$16.6K +47 +7%
CAM
2034
Covenant Asset Management
New Jersey
$254K -$14.1K -40 -5%
GM
2035
GeoWealth Management
Illinois
$253K +$254K +720 New
AA
2036
Ashford Advisors
New York
$253K
LI
2037
Lafayette Investments
Maryland
$252K -$17.3K -49 -6%
GA
2038
Greenspring Advisors
Maryland
$252K -$32.5K -92 -11%
EAM
2039
Empirical Asset Management
Massachusetts
$251K +$25.1K +71 +10%
AWM
2040
Ameliora Wealth Management
Switzerland
$249K +$251K +710 New
SC
2041
Soundwatch Capital
Connecticut
$248K +$34.6K +98 +3%
FF
2042
Fluent Financial
Texas
$247K
FM
2043
Foster & Motley
Ohio
$245K -$85.5K -242 -26%
WCA
2044
Waypoint Capital Advisors
Minnesota
$243K +$245K +693 New
JC
2045
Jentner Corp
Ohio
$242K +$243K +688 New
AIM
2046
Arcadia Investment Management
Michigan
$241K
CBOR
2047
Community Bank of Raymore
Missouri
$241K -$18K -51 -7%
CCA
2048
Conservest Capital Advisors
Pennsylvania
$240K +$241K +683 New
ACP
2049
Aviance Capital Partners
Florida
$239K +$8.83K +25 +4%
FA
2050
Fagan Associates
New York
$239K +$241K +681 New