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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
926
Telos Capital Management
California
$600K -$86.8K -307 -13%
SAM
927
Silvercrest Asset Management
New York
$599K +$573K +2,025 New
MMA
928
Miracle Mile Advisors
California
$595K
FMTC
929
Farmers & Merchants Trust Company
California
$592K
AIM
930
Axiom Investment Management
New York
$591K -$70.7K -250 -11%
BO
931
BRR OpCo
Ohio
$589K -$6.22K -22 -1%
SFS
932
Summit Financial Strategies
Ohio
$586K +$197K +696 +54%
MNBTD
933
Moody National Bank Trust Division
Texas
$584K +$177K +625 +46%
AFS
934
Access Financial Services
Minnesota
$578K +$11.9K +42 +2%
Kovitz Investment Group Partners
935
Kovitz Investment Group Partners
Illinois
$578K +$553K +1,955 New
SWA
936
SFMG Wealth Advisors
Texas
$575K
ODCM
937
Old Dominion Capital Management
Virginia
$574K +$283 +1 +0.1%
CBFP
938
Cedar Brook Financial Partners
Ohio
$573K -$86.3K -305 -14%
CIA
939
Covington Investment Advisors
Pennsylvania
$573K
CCM
940
Carlson Capital Management
Minnesota
$572K
WA
941
Winfield Associates
Ohio
$572K +$19.8K +70 +4%
AIA
942
Arcadia Investment Advisors
Idaho
$572K -$44.4K -157 -8%
AC
943
Avenir Corporation
Virginia
$571K +$546K +1,930 New
RC
944
Roundview Capital
New Jersey
$570K +$276K +974 +102%
EFSCE
945
Enterprise Financial Services Corp (EFSC)
Missouri
$569K +$544K +1,923 New
MPIA
946
Mountain Pacific Investment Advisers
Idaho
$569K +$544K +1,924 New
RWP
947
RWA Wealth Partners
Massachusetts
$566K +$72.1K +255 +15%
BHIA
948
Birch Hill Investment Advisors
Massachusetts
$564K -$19.8K -70 -4%
IBOK
949
Independence Bank of Kentucky
Kentucky
$564K +$135K +479 +34%
1SB
950
1ST Source Bank
Indiana
$562K