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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
901
Naples Global Advisors
Florida
$264K
SFM
902
Signet Financial Management
New Jersey
$263K -$24.8K -100 -8%
CAM
903
Covenant Asset Management
New Jersey
$261K
KCM
904
Kanawha Capital Management
Virginia
$259K -$320K -1,290 -53%
CCT
905
Country Club Trust
Missouri
$259K
FC
906
Financial Consulate
Maryland
$258K +$743 +3 +0.3%
GAM
907
Gould Asset Management
California
$256K
MWM
908
MorganRosel Wealth Management
Colorado
$256K +$276K +1,113 New
SG
909
StoneX Group
New York
$255K -$1.24K -5 -0.4%
HFM
910
Hartford Financial Management
Connecticut
$253K
BMM
911
Berkshire Money Management
Massachusetts
$251K +$270K +1,091 New
ACS
912
Archford Capital Strategies
Illinois
$250K -$237K -958 -47%
RMC
913
Resources Management Corp
Connecticut
$249K -$3.72K -15 -1%
FCCM
914
First City Capital Management
Georgia
$246K +$16.1K +65 +6%
SCM
915
SOL Capital Management
Maryland
$245K
SIM
916
Sterling Investment Management
Arizona
$243K +$62.4K +252 +31%
FA
917
Financial Advisors
Massachusetts
$243K +$262K +1,059 New
ANBT
918
American National Bank & Trust
Texas
$241K -$381K -1,540 -59%
NAMP
919
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$241K -$83K -335 -24%
CSIC
920
Clifford Swan Investment Counsel
California
$239K
FI
921
Financial Insights
Washington
$239K +$239K +963 New
TWA
922
TCI Wealth Advisors
Arizona
$237K +$71.6K +289 +39%
XS
923
XR Securities
Illinois
$236K -$4.79M -19,338 -95%
CAC
924
Certified Advisory Corp
Florida
$235K -$38.9K -157 -13%
SS
925
Sunbelt Securities
Texas
$235K +$253K +1,021 New