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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Concentric Wealth Management
California
$3.31M +$1.81K +8 +0.1%
EWM
327
Evercore Wealth Management
New York
$3.26M -$108K -475 -3%
CIC
328
Carnegie Investment Counsel
Ohio
$3.22M +$525K +2,320 +20%
CFD
329
Creative Financial Designs
Indiana
$3.22M +$625K +2,761 +25%
PFM
330
Phillips Financial Management
Indiana
$3.17M -$42.6K -188 -1%
AIM
331
Anchor Investment Management
South Carolina
$3.16M +$2.95M +13,044 +1,967%
AA
332
Alesco Advisors
New York
$3.14M – – –
SWM
333
Stockman Wealth Management
Montana
$3.13M +$990K +4,369 +48%
RWA
334
Ropes Wealth Advisors
Massachusetts
$3.1M +$2.62M +11,565 +625%
LA
335
Legacy Advisors
Pennsylvania
$3.06M +$1.17M +5,167 +64%
CBU
336
CIBC Bank USA
Illinois
$2.99M -$6.79K -30 -0.2%
GG
337
Gofen & Glossberg
Illinois
$2.99M -$25.1K -111 -0.9%
First Manhattan
338
First Manhattan
New York
$2.98M +$1.74M +7,665 +145%
SG Americas Securities
339
SG Americas Securities
New York
$2.92M +$2.86M +12,641 New
UOTTAIMCU
340
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.87M -$283K -1,249 -9%
HIMCH
341
Hartford Investment Management Co (HIMCO)
Connecticut
$2.84M -$187K -825 -6%
DIA
342
Denver Investment Advisors
Colorado
$2.82M -$192K -848 -6%
CBB
343
Citizens Business Bank
California
$2.81M -$409K -1,804 -13%
HTI
344
Hikari Tsushin Inc
Japan
$2.81M +$2.75M +12,160 New
PAM
345
Panagora Asset Management
Massachusetts
$2.8M +$51.6K +228 +2%
PP
346
Patten & Patten
Tennessee
$2.79M +$7.7K +34 +0.3%
Victory Capital Management
347
Victory Capital Management
Texas
$2.77M – – –
HTC
348
Haverford Trust Company
Pennsylvania
$2.69M -$5.89K -26 -0.2%
ADL
349
Asset Dedication LLC
California
$2.6M – – –
WPP
350
Whalerock Point Partners
Rhode Island
$2.6M -$47.3K -209 -2%