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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Concentric Wealth Management
California
$3.52M +$1.67K +7 +0%
CIC
352
Carnegie Investment Counsel
Ohio
$3.48M +$105K +438 +3%
PFM
353
Phillips Financial Management
Indiana
$3.46M +$13.4K +56 +0.4%
EWM
354
Evercore Wealth Management
New York
$3.45M -$13.6K -57 -0.4%
SWPG
355
Strategic Wealth Partners Group
Illinois
$3.39M -$456K -1,908 -12%
SFM
356
Signature Financial Management
Virginia
$3.35M -$2.98M -12,479 -48%
DC
357
Davenport & Co
Virginia
$3.31M +$885K +3,705 +38%
CBB
358
Citizens Business Bank
California
$3.3M +$303K +1,268 +10%
PP
359
Patten & Patten
Tennessee
$3.29M +$318K +1,330 +11%
SC
360
Scotia Capital
Ontario, Canada
$3.2M -$839K -3,510 -21%
RWA
361
Ropes Wealth Advisors
Massachusetts
$3.2M -$88.4K -370 -3%
GG
362
Gofen & Glossberg
Illinois
$3.14M -$38.2K -160 -1%
UOTTAIMCU
363
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.05M – – –
DIA
364
Denver Investment Advisors
Colorado
$3.04M +$39K +163 +1%
PAM
365
Panagora Asset Management
Massachusetts
$3M +$29.2K +122 +1%
HTI
366
Hikari Tsushin Inc
Japan
$2.98M – – –
SGCA
367
Steel Grove Capital Advisors
Tennessee
$2.95M +$471K +1,969 +20%
Victory Capital Management
368
Victory Capital Management
Texas
$2.94M – – –
DG
369
Delek Group
Israel
$2.93M +$2.85M +11,922 New
BlackRock
370
BlackRock
New York
$2.89M +$170K +710 +6%
BCM
371
Brookstone Capital Management
Illinois
$2.88M +$1.25M +5,234 +81%
JG
372
Jefferies Group
New York
$2.87M -$1.71M -7,155 -38%
CFMC
373
Curbstone Financial Management Corp
New Hampshire
$2.84M -$2.56M -10,725 -48%
WPP
374
Whalerock Point Partners
Rhode Island
$2.83M +$74.3K +311 +3%
SPC
375
Sigma Planning Corp
Michigan
$2.82M +$84.4K +353 +3%