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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
276
Homrich & Berg
Georgia
$760K +$11.2K +60 +1%
Baird Financial Group
277
Baird Financial Group
Wisconsin
$759K -$482K -2,594 -38%
AF
278
Affiance Financial
Minnesota
$758K -$9.67K -52 -1%
RDM
279
Retirement Design & Management
Connecticut
$749K +$160K +859 +25%
TFCP
280
Twin Focus Capital Partners
Massachusetts
$735K -$269K -1,447 -26%
BBPWM
281
Blue Bell Private Wealth Management
Pennsylvania
$726K -$139K -750 -15%
AF
282
Allworth Financial
California
$722K +$2.23K +12 +0.3%
MA
283
MUFG Americas
New York
$702K – – –
HL
284
HeadInvest LLC
Maine
$699K – – –
MIH
285
Madison Investment Holdings
Wisconsin
$689K – – –
WT
286
Whittier Trust
California
$671K -$24.9K -134 -3%
GA
287
Geneva Advisors
Illinois
$649K +$194K +1,041 +39%
BRWA
288
B. Riley Wealth Advisors
Florida
$632K +$105K +565 +19%
VNIM
289
Vaughan Nelson Investment Management
Texas
$623K – – –
FNT
290
First National Trust
Pennsylvania
$613K +$22.9K +123 +4%
BHTS
291
Bar Harbor Trust Services
Maine
$611K +$33.5K +180 +5%
SGCA
292
Steel Grove Capital Advisors
Tennessee
$594K +$629K +3,382 New
AFG
293
American Financial Group
Ohio
$593K – – –
FANJ
294
Financial Architects (New Jersey)
New Jersey
$591K +$3.16K +17 +0.5%
AL
295
Aspiriant LLC
California
$588K +$31.4K +169 +6%
TAM
296
Tocqueville Asset Management
New York
$584K – – –
FHC
297
First Heartland Consultants
Missouri
$567K +$312K +1,678 +108%
LA
298
LVW Advisors
New York
$558K +$380K +2,045 +181%
HFS
299
HL Financial Services
Kentucky
$557K -$7.68M -41,315 -93%
PPSG
300
Princeton Portfolio Strategies Group
New Jersey
$557K +$590K +3,170 New