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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Destination Wealth Management
California
$4.19M -$940K -3,594 -19%
FNBOO
352
First National Bank of Omaha
Nebraska
$4.18M -$342K -1,307 -8%
HK
353
Horizon Kinetics
New York
$4.17M +$58.9K +225 +1%
BRWA
354
B. Riley Wealth Advisors
Florida
$4.17M +$67.3K +257 +2%
PFM
355
Phillips Financial Management
Indiana
$4.15M -$19.1K -73 -0.5%
SLT
356
St Louis Trust
Missouri
$4.14M +$895K +3,422 +28%
GT
357
Glenview Trust
Kentucky
$4.07M +$395K +1,511 +11%
OFG
358
Oxford Financial Group
Indiana
$4.06M
PCTC
359
Perkins Coie Trust Company
Washington
$4.02M -$72.5K -277 -2%
Cerity Partners
360
Cerity Partners
New York
$4.01M +$50.5K +193 +1%
BP
361
Ballentine Partners
Massachusetts
$3.97M +$559K +2,135 +17%
WMG
362
WESCAP Management Group
California
$3.94M +$76.9K +294 +2%
GRP
363
Global Retirement Partners
California
$3.91M -$103K -392 -3%
SWM
364
SVA Wealth Management
Wisconsin
$3.81M -$181K -693 -5%
FANJ
365
Financial Architects (New Jersey)
New Jersey
$3.76M +$16.7K +64 +0.5%
Janus Henderson Group
366
Janus Henderson Group
$3.76M +$1.21M +4,630 +49%
CWM
367
Concentric Wealth Management
California
$3.75M -$24.1K -92 -0.7%
Canada Life
368
Canada Life
Manitoba, Canada
$3.71M -$2.25M -8,580 -38%
LNC
369
Lincoln National Corp
Pennsylvania
$3.71M +$114K +437 +3%
DWM
370
Dakota Wealth Management
Florida
$3.7M -$190K -725 -5%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$3.68M +$1.4M +5,349 +63%
IFAM
372
Institutional & Family Asset Management
Colorado
$3.67M +$673K +2,573 +23%
SPC
373
Sigma Planning Corp
Michigan
$3.66M +$164K +626 +5%
TA
374
Tiedemann Advisors
New York
$3.63M +$579K +2,211 +20%
HTC
375
Haverford Trust Company
Pennsylvania
$3.61M +$563K +2,150 +19%