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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Washington Trust
Rhode Island
$49.2M +$25.5M +72,105 +106%
FCI
227
Financial Counselors Inc
Kansas
$48.9M +$20.4M +57,772 +71%
P3I
228
Progeny 3 Inc
Washington
$48.3M -$24.3M -68,700 -33%
ANTB
229
AMG National Trust Bank
Colorado
$48.3M +$2.96M +8,385 +6%
First Manhattan
230
First Manhattan
New York
$48.1M -$5.41M -15,320 -10%
CPO
231
Cerity Partners OCIO
New York
$48.1M +$3.35M +9,488 +7%
MGIA
232
Moneta Group Investment Advisors
Missouri
$47.3M +$1.82M +5,138 +4%
Victory Capital Management
233
Victory Capital Management
Texas
$47.2M -$97.5M -275,942 -67%
SG
234
StoneX Group
New York
$47.1M +$1.04M +2,956 +2%
FA
235
FDx Advisors
Illinois
$46.9M +$1.44M +4,080 +3%
CCA
236
Column Capital Advisors
Indiana
$46.8M +$57.3M +162,278 +12%
EW
237
Evoke Wealth
California
$46.8M -$4.08M -11,542 -8%
William Blair & Company
238
William Blair & Company
Illinois
$46.2M +$5.38M +15,238 +13%
SL
239
Salomon & Ludwin
Virginia
$44.2M -$5.4M -15,281 -11%
CGL
240
Clarius Group LLC
Washington
$44M +$454K +1,286 +1%
SFO
241
Standard Family Office
South Dakota
$44M -$106M -299,158 -71%
FF
242
Francis Financial
$43.2M +$3.59M +10,164 +9%
CA
243
CoreCap Advisors
Michigan
$42.8M +$2.54M +7,196 +6%
DADC
244
D.A. Davidson & Co
Montana
$42.6M +$4.39M +12,423 +11%
TA
245
Tectonic Advisors
Texas
$42.4M +$1.98M +5,594 +5%
ICG
246
InterOcean Capital Group
Tennessee
$42.4M -$8.54M -24,172 -17%
BB
247
Bell Bank
North Dakota
$41.9M +$1.89M +5,360 +5%
CG
248
CFO4Life Group
Texas
$41.9M -$7.18M -20,338 -15%
C
249
CFO4Life
Texas
$41.9M +$42.1M +119,138 New
Axa
250
Axa
France
$41.8M +$42M +119,000 New