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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
251
Trevian Wealth Management
Massachusetts
$63.2M +$4.44M +10,835 +8%
EWM
252
Evermay Wealth Management
Virginia
$62.2M -$1.61M -3,925 -3%
AWM
253
Angeles Wealth Management
California
$62.2M +$2.63M +6,420 +5%
BB
254
Bell Bank
North Dakota
$62.1M +$8.94M +21,833 +18%
WB
255
Webster Bank
Connecticut
$61.9M +$2M +4,879 +4%
PCP
256
Proficio Capital Partners
Massachusetts
$61.8M -$4.98M -12,174 -8%
FU
257
Fairfield University
Connecticut
$61.8M +$240K +587 +0.4%
HCM
258
Hollencrest Capital Management
California
$61.5M +$1.58M +3,857 +3%
ICG
259
InterOcean Capital Group
Tennessee
$61.3M +$21.8M +53,191 +61%
FA
260
FDx Advisors
Illinois
$60.7M -$2.24M -5,473 -4%
AI
261
Atria Investments
North Carolina
$60.5M +$10M +24,470 +21%
New York State Common Retirement Fund
262
New York State Common Retirement Fund
New York
$59.4M +$32.9M +80,459 +145%
RWB
263
RMR Wealth Builders
New Jersey
$59.4M +$2.88M +7,046 +5%
HCC
264
Hirtle Callaghan & Co
Pennsylvania
$59.1M -$3.96M -9,680 -7%
Comerica Bank
265
Comerica Bank
Texas
$59M +$9.96M +24,330 +22%
RH
266
RFG Holdings
Texas
$58.6M +$2.13M +5,205 +4%
AO
267
Advisor OS
Illinois
$58M +$2.7M +6,586 +5%
LFG
268
Larson Financial Group
Missouri
$57.8M +$3.38M +8,244 +7%
SC
269
Stephens Consulting
Michigan
$57.7M +$2.81M +6,875 +5%
HWM
270
HB Wealth Management
Georgia
$57.6M +$28.8M +70,331 +114%
SCA
271
Scott Capital Advisors
Oregon
$57.4M -$621K -1,516 -1%
MNG
272
Manning & Napier Group
New York
$57.3M
FPTW
273
Franklin, Parlapiano, Turner & Welch
Texas
$56.6M -$202K -493 -0.4%
WT
274
Washington Trust
Rhode Island
$56.4M -$7.84M -19,160 -13%
SWM
275
Selective Wealth Management
Virginia
$56.2M +$2.75M +6,721 +5%