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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KC
751
Kinloch Capital
Virginia
$2.92M +$2.77M +8,493 New
NEPWA
752
New England Private Wealth Advisors
Massachusetts
$2.92M +$12.1K +37 +0.4%
SFA
753
Sequoia Financial Advisors
Ohio
$2.91M +$90.3K +277 +3%
BWAM
754
Boyd Watterson Asset Management
Ohio
$2.89M
TCOO
755
Trust Company of Oklahoma
Oklahoma
$2.89M -$24.8K -76 -0.9%
MHIC
756
Marble Harbor Investment Counsel
Massachusetts
$2.86M -$97.8K -300 -3%
RIG
757
Roosevelt Investment Group
New York
$2.85M -$1.01M -3,111 -27%
IFG
758
Independent Financial Group
California
$2.84M +$378K +1,161 +16%
Chevy Chase Trust
759
Chevy Chase Trust
Maryland
$2.84M -$208K -637 -7%
FPTW
760
Franklin, Parlapiano, Turner & Welch
Texas
$2.82M -$80.2K -246 -3%
CWP
761
CFM Wealth Partners
Texas
$2.82M -$210K -645 -7%
EGWAG
762
Elwood & Goetz Wealth Advisory Group
Georgia
$2.81M +$294K +903 +12%
SB
763
Strategic Blueprint
Georgia
$2.81M -$3.17M -9,718 -54%
CPFP
764
Clear Perspectives Financial Planning
Ohio
$2.8M +$2.66M +8,150 New
AP
765
Advisor Partners
California
$2.8M +$979K +3,004 +59%
SLG
766
Stanley-Laman Group
Pennsylvania
$2.8M +$940K +2,883 +55%
WPP
767
Whalerock Point Partners
Rhode Island
$2.79M +$1.83M +5,622 +225%
CSPIA
768
Cary Street Partners Investment Advisory
Virginia
$2.75M +$690K +2,116 +36%
MCA
769
Magnolia Capital Advisors
Mississippi
$2.75M +$47.3K +145 +2%
NDSI
770
Newman Dignan & Sheerar Inc
Rhode Island
$2.74M +$165K +505 +7%
CAMG
771
CWA Asset Management Group
Florida
$2.72M +$756K +2,320 +41%
MCM
772
MAI Capital Management
Ohio
$2.71M +$1.89M +5,810 +279%
XWM
773
Xcel Wealth Management
Florida
$2.71M
RCA
774
Rowland Carmichael Advisors
Arizona
$2.7M +$27.1K +83 +1%
WDL
775
Well Done LLC
Michigan
$2.7M +$40.8K +125 +2%