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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
576
Concorde Asset Management
Michigan
$245K -$8.11K -38 -3%
GAM
577
Gould Asset Management
California
$245K +$242K +1,134 New
TNB
578
Thomasville National Bank
Georgia
$245K +$242K +1,134 New
JSL
579
JT Stratford LLC
Georgia
$244K +$241K +1,128 New
TG
580
Threshold Group
Washington
$241K -$13.4M -62,908 -98%
BCM
581
Brookstone Capital Management
Illinois
$240K -$13.2K -62 -5%
KFA
582
Kelleher Financial Advisors
New York
$238K
PWW
583
Pettyjohn Wood & White
Virginia
$238K +$235K +1,100 New
FNT
584
First National Trust
Pennsylvania
$234K -$1.34M -6,282 -85%
AFP
585
Ausdal Financial Partners
Iowa
$233K -$5.12K -24 -2%
AA
586
Alesco Advisors
New York
$233K
DWM
587
Doyle Wealth Management
Florida
$233K +$230K +1,079 New
BOS
588
Bingham Osborn & Scarborough
California
$231K +$228K +1,068 New
RWP
589
RWA Wealth Partners
Massachusetts
$230K +$227K +1,065 New
Franklin Resources
590
Franklin Resources
California
$228K +$225K +1,055 New
GA
591
Gateway Advisory
New Jersey
$227K +$226K +1,058 New
MWM
592
Meridian Wealth Management
Kentucky
$218K +$215K +1,009 New
CPA
593
Court Place Advisors
Maryland
$217K +$854 +4 +0.4%
PWMAG
594
Pinnacle Wealth Management Advisory Group
New Jersey
$216K
FC
595
Forte Capital
New York
$214K +$211K +988 New
VWM
596
Venturi Wealth Management
Texas
$211K -$223K -1,047 -52%
CAM
597
Covenant Asset Management
New Jersey
$211K
Betterment LLC
598
Betterment LLC
New York
$206K -$12.6K -59 -6%
Verition Fund Management
599
Verition Fund Management
Connecticut
$204K +$201K +944 New
WS
600
Wedbush Securities
California
$203K +$200K +939 New