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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
251
Buckingham Strategic Wealth
Missouri
$620K +$620K +3,278 New
Chevy Chase Trust
252
Chevy Chase Trust
Maryland
$606K +$606K +3,201 New
BHTS
253
Bar Harbor Trust Services
Maine
$593K -$46.2K -244 -7%
CG
254
Colony Group
Massachusetts
$582K +$9.65K +51 +2%
BRWA
255
B. Riley Wealth Advisors
Florida
$558K -$416K -2,196 -43%
WA
256
Wealth Architects
California
$549K – – –
PFA
257
Paradigm Financial Advisors
Missouri
$546K +$167K +882 +44%
LIA
258
LBMC Investment Advisors
Tennessee
$538K -$30.9K -163 -5%
1GA
259
1st Global Advisors
Texas
$529K – – –
LNWWM
260
Laird Norton Wetherby Wealth Management
California
$511K – – –
MWM
261
Modera Wealth Management
New Jersey
$501K -$218K -1,151 -30%
NPC
262
National Planning Corporation
California
$496K -$744K -3,931 -60%
CCFCSB
263
Cape Cod Five Cents Savings Bank
Massachusetts
$492K +$492K +2,600 New
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$487K -$19.9K -105 -4%
PAI
265
Pittenger & Anderson Inc
Nebraska
$483K +$289K +1,525 +148%
MHS
266
M Holdings Securities
Oregon
$480K -$93.9K -496 -16%
US Bancorp
267
US Bancorp
Minnesota
$476K – – –
GA
268
Geneva Advisors
Illinois
$473K – – –
AWA
269
Arete Wealth Advisors
Illinois
$459K +$459K +2,427 New
RWA
270
Ropes Wealth Advisors
Massachusetts
$449K +$450K +2,375 New
FNBOO
271
First National Bank of Omaha
Nebraska
$448K +$6.63K +35 +2%
OIA
272
Optimum Investment Advisors
Illinois
$439K -$23.7K -125 -5%
STIA
273
Stone Toro Investment Advisers
New Jersey
$438K – – –
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$424K +$185K +975 +77%
GIA
275
Guyasuta Investment Advisors
Pennsylvania
$416K – – –