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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
576
McRae Capital Management
New Jersey
$249K – – –
CAM
577
Concorde Asset Management
Michigan
$245K -$8.11K -38 -3%
GAM
578
Gould Asset Management
California
$245K +$242K +1,134 New
TNB
579
Thomasville National Bank
Georgia
$245K +$242K +1,134 New
JSL
580
JT Stratford LLC
Georgia
$244K +$241K +1,128 New
TG
581
Threshold Group
Washington
$241K -$13.4M -62,908 -98%
BCM
582
Brookstone Capital Management
Illinois
$240K -$13.2K -62 -5%
KFA
583
Kelleher Financial Advisors
New York
$238K – – –
PWW
584
Pettyjohn Wood & White
Virginia
$238K +$235K +1,100 New
AUB
585
Atlantic Union Bankshares
Virginia
$236K – – –
FNT
586
First National Trust
Pennsylvania
$234K -$1.34M -6,282 -85%
AFP
587
Ausdal Financial Partners
Iowa
$233K -$5.12K -24 -2%
AA
588
Alesco Advisors
New York
$233K – – –
DWM
589
Doyle Wealth Management
Florida
$233K +$230K +1,079 New
BOS
590
Bingham Osborn & Scarborough
California
$231K +$228K +1,068 New
RWP
591
RWA Wealth Partners
Massachusetts
$230K +$227K +1,065 New
Franklin Resources
592
Franklin Resources
California
$228K +$225K +1,055 New
GA
593
Gateway Advisory
New Jersey
$227K +$226K +1,058 New
MWM
594
Meridian Wealth Management
Kentucky
$218K +$215K +1,009 New
CPA
595
Court Place Advisors
Maryland
$217K +$854 +4 +0.4%
PWMAG
596
Pinnacle Wealth Management Advisory Group
New Jersey
$216K – – –
FC
597
Forte Capital
New York
$214K +$211K +988 New
VWM
598
Venturi Wealth Management
Texas
$211K -$223K -1,047 -52%
CAM
599
Covenant Asset Management
New Jersey
$211K – – –
Betterment LLC
600
Betterment LLC
New York
$206K -$12.6K -59 -6%