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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
326
Gibson Capital
Pennsylvania
$1M -$15K -79 -1%
CBB
327
Citizens Business Bank
California
$995K +$57.7K +303 +6%
QAM
328
QCI Asset Management
New York
$986K +$116K +609 +13%
CBU
329
CIBC Bank USA
Illinois
$983K +$973K +5,114 New
BAM
330
Barrett Asset Management
New York
$980K +$971K +5,100 New
HB
331
Homrich & Berg
Georgia
$967K +$139K +730 +17%
FNFDCM
332
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$961K
LA
333
LVW Advisors
New York
$961K +$101K +530 +12%
PP
334
Palladium Partners
Virginia
$961K +$952K +5,000 New
SFFS
335
Stonehage Fleming Financial Services
Jersey
$951K +$971K +5,100 New
BHTS
336
Bar Harbor Trust Services
Maine
$937K +$41.1K +216 +5%
JIC
337
Johnson Investment Counsel
Ohio
$929K +$22.1K +116 +2%
CT
338
Coastline Trust
Rhode Island
$926K +$917K +4,820 New
AF
339
Allworth Financial
California
$917K -$36.2K -190 -4%
TFCP
340
Twin Focus Capital Partners
Massachusetts
$916K +$135K +708 +17%
NPC
341
National Planning Corporation
California
$902K -$257K -1,349 -23%
SMC
342
Smith, Moore & Co
Missouri
$882K +$874K +4,589 New
AF
343
Affiance Financial
Minnesota
$851K +$6.28K +33 +0.8%
HCA
344
Horan Capital Advisors
Ohio
$851K +$366K +1,925 +77%
PP
345
Patten & Patten
Tennessee
$822K +$329K +1,730 +68%
GA
346
Geneva Advisors
Illinois
$790K -$4.57K -24 -0.6%
FIM
347
Freedom Investment Management
Connecticut
$779K -$169K -886 -18%
HL
348
HeadInvest LLC
Maine
$759K -$4.76K -25 -0.6%
MIH
349
Madison Investment Holdings
Wisconsin
$754K
Truist Financial
350
Truist Financial
North Carolina
$750K +$139K +729 +23%