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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
376
FSB Premier Wealth Management
Iowa
$18.6M +$498K +1,227 +3%
AO
377
Advisor OS
Illinois
$18.5M -$3.19M -7,863 -14%
CST
378
Charles Schwab Trust
Nevada
$18.3M +$754K +1,858 +4%
WTC
379
WhitTier Trust Company
Nevada
$18M +$97.4K +240 +0.5%
SLF
380
Sun Life Financial
Ontario, Canada
$17.8M +$1.6M +3,951 +10%
RC
381
Roundview Capital
New Jersey
$17.7M +$474K +1,168 +3%
K
382
Kemper
Illinois
$17.4M
JG
383
Jefferies Group
New York
$17.4M +$2.6M +6,409 +17%
WJWM
384
Williams Jones Wealth Management
New York
$17.4M -$1.2M -2,955 -6%
VCM
385
Virtue Capital Management
Tennessee
$17.3M -$2.37M -5,833 -12%
BWM
386
BCS Wealth Management
Tennessee
$17.1M +$17.6M +43,377 New
BSAM
387
Blue Square Asset Management
New York
$17M +$66.9K +165 +0.4%
Berkshire Hathaway
388
Berkshire Hathaway
Nebraska
$17M
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9M +$4.36M +10,751 +33%
AWM
390
Avior Wealth Management
Nebraska
$16.8M +$1.22M +3,000 +8%
EWM
391
Evercore Wealth Management
New York
$16.7M -$257K -633 -1%
VC
392
Vicus Capital
Pennsylvania
$16.4M +$3.15M +7,761 +23%
VWA
393
V Wealth Advisors
Kansas
$16.4M +$1.4M +3,441 +9%
First Trust Advisors
394
First Trust Advisors
Illinois
$16.3M +$1.91M +4,699 +13%
BWM
395
BerganKDV Wealth Management
Minnesota
$16.3M +$792K +1,953 +5%
MFP
396
Meridian Financial Partners
Virginia
$16.2M +$488K +1,202 +3%
IWC
397
Integrated Wealth Concepts
Massachusetts
$16.2M +$2.26M +5,577 +16%
SAM
398
Secure Asset Management
Michigan
$16.1M +$2M +4,923 +14%
MOS
399
MGO One Seven
Ohio
$16M +$1.14M +2,815 +8%
ZF
400
Zhang Financial
Michigan
$16M +$1.63M +4,028 +11%