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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
301
Buckingham Strategic Wealth
Missouri
$369K -$256K -1,326 -40%
NEPPG
302
New England Professional Planning Group
Rhode Island
$364K
WA
303
WBH Advisory
Maryland
$358K +$1.74K +9 +0.5%
EWM
304
Evercore Wealth Management
New York
$353K +$361K +1,872 New
MWM
305
Mission Wealth Management
California
$352K +$359K +1,862 New
NGA
306
Naples Global Advisors
Florida
$349K
GWM
307
Greenwich Wealth Management
Connecticut
$337K -$5.78K -30 -2%
BBA
308
BLB&B Advisors
Pennsylvania
$333K
DY
309
Dowling & Yahnke
California
$333K
AUB
310
Atlantic Union Bankshares
Virginia
$317K
CIC
311
Cornercap Investment Counsel
Georgia
$316K
VFS
312
VSR Financial Services
Kansas
$308K +$315K +1,634 New
AIM
313
Allen Investment Management
New York
$302K
WSCM
314
Wellington Shields Capital Management
New York
$295K
AIIMS
315
Analyst IMS Investment Management Services
Israel
$281K
EWM
316
Elite Wealth Management
Washington
$281K
Zurich Cantonal Bank
317
Zurich Cantonal Bank
Switzerland
$280K +$286K +1,482 New
VCAM
318
Van Cleef Asset Management
Ohio
$279K
1SB
319
1ST Source Bank
Indiana
$277K
SM
320
Stratton Management
Pennsylvania
$274K +$280K +1,453 New
RTS
321
Round Table Services
New Jersey
$273K
FWSM
322
First Wilshire Securities Management
California
$272K -$52K -270 -16%
CCM
323
Catawba Capital Management
Virginia
$265K +$270K +1,401 New
CMO
324
Covenant Multifamily Offices
Texas
$265K +$271K +1,404 New
DAC
325
Dividend Assets Capital
South Carolina
$264K