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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
376
Kingsview Wealth Management
Oregon
$1.83M +$701K +3,183 +63%
WF
377
Welch & Forbes
Massachusetts
$1.82M
HFM
378
Harvest Fund Management
China
$1.81M +$1.8M +8,174 New
LA
379
Legacy Advisors
Pennsylvania
$1.8M
SEI Investments
380
SEI Investments
Pennsylvania
$1.79M +$490K +2,224 +38%
CTA
381
Chesley Taft & Associates
Illinois
$1.76M +$93.3K +424 +6%
OIA
382
OneDigital Investment Advisors
Kansas
$1.75M +$1.73M +7,865 New
MAM
383
Meeder Asset Management
Ohio
$1.73M +$1.76K +8 +0.1%
SC
384
Stratford Consulting
Texas
$1.73M +$6.82K +31 +0.4%
CA
385
Continuum Advisory
Idaho
$1.7M +$3.74K +17 +0.2%
ACA
386
Ackerman Capital Advisors
Texas
$1.66M +$1.64M +7,456 New
BCA
387
Bernzott Capital Advisors
California
$1.63M -$123K -560 -7%
FPCP
388
Fort Point Capital Partners
California
$1.62M
HCM
389
Herndon Capital Management
Georgia
$1.59M -$152K -691 -9%
CB
390
Chemical Bank
Michigan
$1.56M +$969K +4,402 +168%
BA
391
Bristlecone Advisors
Washington
$1.55M +$41.6K +189 +3%
DWM
392
Darwin Wealth Management
Florida
$1.55M +$677K +3,077 +79%
CGL
393
Clarius Group LLC
Washington
$1.55M +$37.2K +169 +2%
TDC
394
Thompson Davis & Co
Virginia
$1.53M +$423K +1,920 +39%
OAM
395
Oppenheimer Asset Management
New York
$1.51M -$660 -3 -0%
Cohen & Steers
396
Cohen & Steers
New York
$1.49M -$761K -3,458 -34%
MCTIC
397
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.49M
PFS
398
Prospera Financial Services
Texas
$1.47M -$84.7K -385 -5%
MWM
399
Mission Wealth Management
California
$1.46M
GP
400
Girard Partners
Pennsylvania
$1.46M +$49.5K +225 +4%