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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$719K +$238K +1,235 +48%
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$718K +$212K +1,100 +41%
AWS
253
Aris Wealth Services
Pennsylvania
$710K -$964 -5 -0.1%
Chevy Chase Trust
254
Chevy Chase Trust
Maryland
$677K +$74K +384 +12%
VNIM
255
Vaughan Nelson Investment Management
Texas
$669K -$624K -3,239 -48%
SPC
256
Sigma Planning Corp
Michigan
$659K +$22.9K +119 +4%
RDM
257
Retirement Design & Management
Connecticut
$643K
AFG
258
American Financial Group
Ohio
$637K
FNT
259
First National Trust
Pennsylvania
$635K +$649K +3,365 New
FANJ
260
Financial Architects (New Jersey)
New Jersey
$632K +$2.7K +14 +0.4%
TAM
261
Tocqueville Asset Management
New York
$628K
BHTS
262
Bar Harbor Trust Services
Maine
$622K +$30.8K +160 +5%
F
263
FutureAdvisor
California
$611K -$250K -1,296 -29%
Barclays
264
Barclays
United Kingdom
$597K -$34.1K -177 -5%
BRWA
265
B. Riley Wealth Advisors
Florida
$573K +$15.4K +80 +3%
CG
266
Colony Group
Massachusetts
$561K -$19.7K -102 -3%
PAI
267
Pittenger & Anderson Inc
Nebraska
$559K +$78.1K +405 +16%
AL
268
Aspiriant LLC
California
$558K +$570K +2,956 New
GW
269
GW & Wade
Massachusetts
$541K -$2.07M -10,741 -79%
LIA
270
LBMC Investment Advisors
Tennessee
$540K +$2.51K +13 +0.5%
FIM
271
Freedom Investment Management
Connecticut
$540K +$551K +2,859 New
MWM
272
Modera Wealth Management
New Jersey
$536K +$31.8K +165 +6%
NPC
273
National Planning Corporation
California
$530K +$33.9K +176 +7%
VKH
274
Virtu KCG Holdings
New York
$524K +$270K +1,399 +102%
PFA
275
Paradigm Financial Advisors
Missouri
$512K -$33.9K -176 -6%