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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mission Wealth Management
California
$507K +$148K +826 +44%
MHS
377
M Holdings Securities
Oregon
$506K +$20.6K +115 +4%
LIA
378
LBMC Investment Advisors
Tennessee
$496K +$2.5K +14 +0.5%
EB
379
Eastern Bank
Massachusetts
$493K – – –
CCFCSB
380
Cape Cod Five Cents Savings Bank
Massachusetts
$490K – – –
CWM
381
Confluence Wealth Management
Oregon
$483K -$62.6K -350 -12%
PP
382
Patten & Patten
Tennessee
$480K -$8.95K -50 -2%
MWM
383
Modera Wealth Management
New Jersey
$478K -$13.1K -73 -3%
BP
384
Ballentine Partners
Massachusetts
$473K – – –
HCA
385
Horan Capital Advisors
Ohio
$472K +$448K +2,505 New
HCA
386
Harbour Capital Advisors
Virginia
$471K – – –
LWAC
387
Laurel Wealth Advisors (California)
California
$467K +$86.1K +481 +24%
BC
388
Bartlett & Co
Ohio
$457K – – –
PMG
389
ProVise Management Group
Florida
$449K +$426K +2,379 New
AW
390
ACG Wealth
Georgia
$447K +$11.3K +63 +3%
RWA
391
Ropes Wealth Advisors
Massachusetts
$436K – – –
Chevy Chase Trust
392
Chevy Chase Trust
Maryland
$414K -$467K -2,612 -54%
GIA
393
Guyasuta Investment Advisors
Pennsylvania
$414K – – –
OIA
394
Optimum Investment Advisors
Illinois
$413K -$13.4K -75 -3%
FAB
395
First American Bank
Illinois
$412K – – –
EAM
396
Evanson Asset Management
California
$407K +$386K +2,156 New
MMPW
397
Mitchell McLeod Pugh & Williams
Alabama
$400K – – –
SBIA
398
Sheaff Brock Investment Advisors
Indiana
$392K -$235K -1,311 -39%
TCM
399
Traynor Capital Management
Pennsylvania
$392K +$372K +2,079 New
CTB
400
Country Trust Bank
Illinois
$388K – – –