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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
2926
Briaud Financial Planning
Texas
$2K – – –
C
2927
Covestor
United Kingdom
$2K – – –
PWMA
2928
Pension & Wealth Management Advisors
Massachusetts
$1.59K – – –
PK
2929
Pflug Koory
Nebraska
$1.59K +$1.52K +3 New
PA
2930
PSI Advisors
Florida
$1.58K +$1.52K +3 New
RWA
2931
Redmont Wealth Advisors
Illinois
$1.06K – – –
LWA
2932
Lowe Wealth Advisors
Maryland
$1.05K – – –
FAM
2933
Flaharty Asset Management
Florida
$1.05K +$1.02K +2 New
FRA
2934
Front Row Advisors
California
$529 +$508 +1 New
PPWM
2935
PFG Private Wealth Management
Florida
$528 -$9.66K -19 -95%
WSC
2936
Wellington Shields & Co
New York
$528 – – –
CPA
2937
Capital Performance Advisors
California
$528 +$508 +1 New
VFA
2938
Values First Advisors
Tennessee
$528 +$508 +1 New
NC
2939
NewSquare Capital
Pennsylvania
$459 – – –
MWA
2940
MFA Wealth Advisors
Pennsylvania
$240 – – –
CCWA
2941
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$724M -1,447,231 Closed
ERSOT
2942
Employees Retirement System of Texas
Texas
– -$150M -299,469 Closed
New York State Common Retirement Fund
2943
New York State Common Retirement Fund
New York
– -$48M -95,978 Closed
FFH
2944
Fairfax Financial Holdings
Ontario, Canada
– -$47.5M -95,000 Closed
LMGAM
2945
Liberty Mutual Group Asset Management
Massachusetts
– -$44.3M -88,517 Closed
SW
2946
SVB Wealth
Massachusetts
– -$34.4M -68,734 Closed
IAA
2947
Independent Advisor Alliance
North Carolina
– -$28.3M -56,535 Closed
IMC Chicago
2948
IMC Chicago
Illinois
– -$11.8M -23,194 Closed
FEG
2949
Financial Enhancement Group
Indiana
– -$7.29M -14,601 Closed
Marshall Wace
2950
Marshall Wace
United Kingdom
– -$5.59M -11,177 Closed