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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2701
Mark Sheptoff Financial Planning
Connecticut
$27.4K – – –
CAM
2702
Chesapeake Asset Management
New York
$24.5K -$4.58K -10 -16%
RDIA
2703
RE Dickinson Investment Advisors
Iowa
$24K – – –
AP
2704
Aspect Partners
Virginia
$23.1K – – –
POIA
2705
Pin Oak Investment Advisors
Texas
$22K – – –
NMM
2706
Naples Money Management
Florida
$19.7K – – –
CI
2707
Cordant Inc
Oregon
$19.2K -$103K -225 -85%
ICM
2708
Islay Capital Management
Texas
$19.2K – – –
MIM
2709
Macroview Investment Management
Maryland
$18.3K – – –
SC
2710
SouthState Corp
Florida
$18.3K – – –
HCM
2711
Horrell Capital Management
Arkansas
$18K – – –
RCM
2712
Raleigh Capital Management
North Carolina
$17.2K – – –
MIA
2713
Milestone Investment Advisors
Wisconsin
$16.3K – – –
DWA
2714
Delos Wealth Advisors
Texas
$14.4K -$1.83K -4 -12%
FF
2715
Friedenthal Financial
New Jersey
$14.2K +$915 +2 +7%
TIM
2716
Thompson Investment Management
Wisconsin
$13.5K – – –
RG
2717
Retirement Group
California
$13K +$12.4K +27 New
BFS
2718
Bare Financial Services
Pennsylvania
$12.9K +$12.8K +28 New
EWM
2719
EPG Wealth Management
Georgia
$12K +$4.58K +10 +67%
KA
2720
Kozak & Associates
Colorado
$11.3K -$86K -188 -89%
HCP
2721
Hexagon Capital Partners
Arkansas
$10.1K +$4.58K +10 +91%
CWM
2722
Compass Wealth Management
Connecticut
$8.65K – – –
CPBTD
2723
Central Pacific Bank - Trust Division
Hawaii
$8.16K +$7.78K +17 New
Russell Investments Group
2724
Russell Investments Group
United Kingdom
$8.04K +$7.78K +17 New
VAMG
2725
Voisard Asset Management Group
Michigan
$7.23K +$6.87K +15 New