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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
976
Clifford Swan Investment Counsel
California
$242K – – –
PWM
977
PRW Wealth Management
Massachusetts
$241K – – –
HCM
978
Hall Capital Management
Rhode Island
$240K -$84.7K -320 -26%
LWANC
979
Laurel Wealth Advisors (North Carolina)
North Carolina
$240K +$27.5K +104 +13%
HWA
980
HHM Wealth Advisors
Tennessee
$238K – – –
ODG
981
O'Dell Group
Ohio
$238K – – –
BHWA
982
Beacon Harbor Wealth Advisors
Virginia
$238K +$234K +884 New
ECM
983
ETrade Capital Management
Virginia
$238K +$234K +886 New
KL
984
KWMG LLC
Kansas
$235K -$1.85K -7 -0.8%
RC
985
Roundview Capital
New Jersey
$235K +$10.3K +39 +5%
Verition Fund Management
986
Verition Fund Management
Connecticut
$234K +$230K +868 New
LB
987
Landmark Bank
Missouri
$233K – – –
FA
988
FCG Advisors
New Jersey
$231K – – –
KWMG
989
King Wealth Management Group
Florida
$230K -$95.8K -362 -30%
LWM
990
Lyell Wealth Management
California
$229K – – –
PS
991
Portfolio Solutions
Michigan
$229K +$225K +849 New
Vanguard Capital Wealth Advisors
992
Vanguard Capital Wealth Advisors
Colorado
$228K – – –
RCA
993
Reitz Capital Advisors
Michigan
$227K – – –
5L
994
55I LLC
Massachusetts
$227K +$223K +844 New
SFSG
995
Stearns Financial Services Group
North Carolina
$224K -$17.5K -66 -7%
BL
996
BFSG LLC
California
$224K +$220K +833 New
PW
997
Price Wealth
Texas
$223K -$14K -53 -6%
KCM
998
Kanawha Capital Management
Virginia
$223K – – –
SAM
999
SignalPoint Asset Management
Missouri
$223K +$219K +829 New
CP
1000
Camelot Portfolios
Ohio
$222K – – –