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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
251
QCI Asset Management
New York
$181K +$20.8K +115 +13%
CCS
252
Crosspoint Capital Strategies
California
$174K – – –
FWM
253
Focused Wealth Management
New York
$163K +$363 +2 +0.2%
SCA
254
Strategic Capital Alternatives
United States
$121K +$121K +668 New
WA
255
WFG Advisors
Texas
$102K +$34.6K +191 +51%
WRM
256
Westport Resources Management
Connecticut
$92K +$55.5K +306 +151%
MFBTD
257
MB Financial Bank - Trust Department
Illinois
$90K – – –
WEC
258
Winslow Evans & Crocker
Massachusetts
$81.3K +$74.3K +410 +1,025%
DSC
259
Duncker Streett & Co
Missouri
$72K – – –
DBT
260
Dubuque Bank & Trust
Iowa
$66K – – –
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$44K – – –
FANJ
262
Financial Architects (New Jersey)
New Jersey
$36K – – –
WCMN
263
Westchester Capital Management (Nebraska)
Nebraska
$36K +$36.4K +201 New
TWA
264
TCI Wealth Advisors
Arizona
$35K -$5.08K -28 -13%
TF
265
Tompkins Financial
New York
$27K – – –
BFEC
266
Benjamin F. Edwards & Company
Missouri
$21K +$725 +4 +3%
IPC
267
Independent Portfolio Consultants
Florida
$20K – – –
LWCFA
268
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K – – –
TFA
269
Transamerica Financial Advisors
Florida
$19K -$4.64M -25,614 -100%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$18.6K -$3.26K -18 -15%
JWA
271
JFS Wealth Advisors
Pennsylvania
$18K – – –
TIM
272
Tortoise Investment Management
New York
$8K – – –
ARMC
273
American Research & Management Company
Massachusetts
$3K – – –
AWA
274
AmeriServ Wealth Advisors
Pennsylvania
– -$19.6M -109,167 Closed
SIM
275
Sigma Investment Management
Oregon
– -$10.2M -56,790 Closed