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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
251
Bar Harbor Trust Services
Maine
$593K -$46.2K -244 -7%
CG
252
Colony Group
Massachusetts
$582K +$9.65K +51 +2%
BRWA
253
B. Riley Wealth Advisors
Florida
$558K -$416K -2,196 -43%
WA
254
Wealth Architects
California
$549K
PFA
255
Paradigm Financial Advisors
Missouri
$546K +$167K +882 +44%
LIA
256
LBMC Investment Advisors
Tennessee
$538K -$30.9K -163 -5%
1GA
257
1st Global Advisors
Texas
$529K
LNWWM
258
Laird Norton Wetherby Wealth Management
California
$511K
MWM
259
Modera Wealth Management
New Jersey
$501K -$218K -1,151 -30%
NPC
260
National Planning Corporation
California
$496K -$744K -3,931 -60%
CCFCSB
261
Cape Cod Five Cents Savings Bank
Massachusetts
$492K +$492K +2,600 New
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$487K -$19.9K -105 -4%
PAI
263
Pittenger & Anderson Inc
Nebraska
$483K +$289K +1,525 +148%
MHS
264
M Holdings Securities
Oregon
$480K -$93.9K -496 -16%
US Bancorp
265
US Bancorp
Minnesota
$476K
GA
266
Geneva Advisors
Illinois
$473K
AWA
267
Arete Wealth Advisors
Illinois
$459K +$459K +2,427 New
RWA
268
Ropes Wealth Advisors
Massachusetts
$449K +$450K +2,375 New
OIA
269
Optimum Investment Advisors
Illinois
$439K -$23.7K -125 -5%
STIA
270
Stone Toro Investment Advisers
New Jersey
$438K
HIMCH
271
Hartford Investment Management Co (HIMCO)
Connecticut
$424K +$185K +975 +77%
GIA
272
Guyasuta Investment Advisors
Pennsylvania
$416K
AHS
273
Aspiriant Holdings S3
California
$402K -$486K -2,570 -55%
MMPW
274
Mitchell McLeod Pugh & Williams
Alabama
$402K +$402K +2,122 New
FAB
275
First American Bank
Illinois
$395K