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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
226
Phillips Financial Management
Indiana
$2.56M +$13.7K +73 +0.5%
CG
227
Colony Group
Massachusetts
$2.5M -$4.52K -24 -0.2%
AFWA
228
Ancora Family Wealth Advisors
Ohio
$2.48M -$15.8K -84 -0.6%
WA
229
Waverly Advisors
Alabama
$2.48M -$69.1K -367 -3%
WRM
230
Westport Resources Management
Connecticut
$2.45M +$318K +1,688 +15%
Axa
231
Axa
France
$2.44M -$4.14M -22,000 -63%
OC
232
Oppenheimer & Co
New York
$2.39M +$892K +4,740 +59%
NAMP
233
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.37M -$65.9K -350 -3%
ST
234
Spinnaker Trust
Maine
$2.33M +$17.7K +94 +0.8%
LFA
235
Landmark Financial Advisors
Kentucky
$2.25M +$618K +3,281 +37%
NSIM
236
North Star Investment Management
Illinois
$2.14M +$176K +936 +9%
AI
237
Atria Investments
North Carolina
$2.13M +$2.28M +12,098 New
HTC
238
Haverford Trust Company
Pennsylvania
$2.07M
OCM
239
Oakwood Capital Management
California
$2.05M +$760K +4,035 +58%
MA
240
MUFG Americas
New York
$2.02M +$1.28M +6,824 +171%
SDWMA
241
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.01M +$2.03M +10,767 New
NPC
242
National Planning Corporation
California
$1.84M +$1.67M +8,867 +485%
GC
243
Gibson Capital
Pennsylvania
$1.82M
SIC
244
Sigma Investment Counselors
Michigan
$1.79M -$68.5K -364 -4%
KPCM
245
Kings Point Capital Management
New York
$1.78M +$299K +1,587 +20%
SC
246
Stratford Consulting
Texas
$1.76M -$35.4K -188 -2%
DAS
247
Dynamic Advisor Solutions
Arizona
$1.73M +$83.8K +445 +5%
VFAM
248
Valley Forge Asset Management
Pennsylvania
$1.66M -$195K -1,038 -10%
LP
249
LGL Partners
Pennsylvania
$1.65M +$1.66M +8,806 New
NFG
250
Nations Financial Group
Iowa
$1.62M +$1.63M +8,674 New