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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
301
QCI Asset Management
New York
$382K +$113K +585 +41%
EHC
302
Everett Harris & Co
California
$381K +$96.4K +500 +33%
SS
303
Simplicity Solutions
Minnesota
$378K +$385K +1,999 New
PFS
304
Prospera Financial Services
Texas
$373K +$9.83K +51 +3%
BSW
305
Buckingham Strategic Wealth
Missouri
$369K -$256K -1,326 -40%
NEPPG
306
New England Professional Planning Group
Rhode Island
$364K – – –
WA
307
WBH Advisory
Maryland
$358K +$1.74K +9 +0.5%
EWM
308
Evercore Wealth Management
New York
$353K +$361K +1,872 New
MWM
309
Mission Wealth Management
California
$352K +$359K +1,862 New
NGA
310
Naples Global Advisors
Florida
$349K – – –
GWM
311
Greenwich Wealth Management
Connecticut
$337K -$5.78K -30 -2%
BBA
312
BLB&B Advisors
Pennsylvania
$333K – – –
DY
313
Dowling & Yahnke
California
$333K – – –
AUB
314
Atlantic Union Bankshares
Virginia
$317K – – –
CIC
315
Cornercap Investment Counsel
Georgia
$316K – – –
VFS
316
VSR Financial Services
Kansas
$308K +$315K +1,634 New
AIM
317
Allen Investment Management
New York
$302K – – –
WSCM
318
Wellington Shields Capital Management
New York
$295K – – –
FHC
319
First Heartland Consultants
Missouri
$293K +$299K +1,550 New
AIIMS
320
Analyst IMS Investment Management Services
Israel
$281K – – –
EWM
321
Elite Wealth Management
Washington
$281K – – –
Zurich Cantonal Bank
322
Zurich Cantonal Bank
Switzerland
$280K +$286K +1,482 New
VCAM
323
Van Cleef Asset Management
Ohio
$279K – – –
1SB
324
1ST Source Bank
Indiana
$277K – – –
SM
325
Stratton Management
Pennsylvania
$274K +$280K +1,453 New