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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
351
Jackson Grant Investment Advisers
Connecticut
$735K +$3.62K +19 +0.5%
SS
352
Simplicity Solutions
Minnesota
$734K +$124K +651 +21%
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$728K – – –
WT
354
Whittier Trust
California
$727K -$404K -2,124 -36%
DC
355
Davenport & Co
Virginia
$714K +$47.6K +250 +7%
IIC
356
Integrated Investment Consultants
Michigan
$711K – – –
HCM
357
Hollencrest Capital Management
California
$692K – – –
PFA
358
Paradigm Financial Advisors
Missouri
$679K +$110K +576 +19%
BHB
359
Bank Hapoalim BM
Israel
$669K -$3.66M -19,251 -85%
Lido Advisors
360
Lido Advisors
California
$658K +$652K +3,425 New
FANJ
361
Financial Architects (New Jersey)
New Jersey
$651K +$3.05K +16 +0.5%
AFG
362
American Financial Group
Ohio
$649K – – –
PTC
363
Private Trust Company
Ohio
$647K -$35.4K -186 -5%
TAM
364
Tocqueville Asset Management
New York
$639K – – –
SCA
365
Snowden Capital Advisors
New York
$630K -$985K -5,173 -61%
BPC
366
Banque Pictet & Cie
Switzerland
$630K +$37.9K +199 +6%
PNAA
367
Pictet North America Advisors
Switzerland
$630K +$37.9K +199 +6%
FHC
368
First Heartland Consultants
Missouri
$626K +$5.9K +31 +1%
SFG
369
SNS Financial Group
Minnesota
$622K -$579K -3,044 -48%
CIC
370
Cornercap Investment Counsel
Georgia
$622K – – –
RT
371
Rockland Trust
Massachusetts
$622K – – –
CL
372
Choreo LLC
Illinois
$618K +$613K +3,218 New
BCP
373
Berkeley Capital Partners
Georgia
$613K -$121K -636 -17%
Jane Street
374
Jane Street
New York
$611K -$2.1M -11,019 -78%
SPC
375
Sigma Planning Corp
Michigan
$605K -$58.8K -309 -9%