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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
401
Courier Capital
New York
$460K +$115K +605 +34%
MWM
402
Modera Wealth Management
New Jersey
$458K -$28.7K -151 -6%
PMG
403
ProVise Management Group
Florida
$457K +$571 +3 +0.1%
SBSB
404
Sullivan, Bruyette, Speros & Blaney
Virginia
$445K +$440K +2,313 New
AW
405
ACG Wealth
Georgia
$444K -$11.2K -59 -2%
RWA
406
Ropes Wealth Advisors
Massachusetts
$444K – – –
RIG
407
Roosevelt Investment Group
New York
$442K +$438K +2,302 New
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$439K +$38.5K +202 +10%
AFG
409
Albion Financial Group
Utah
$439K +$92.1K +484 +27%
SWPG
410
Strategic Wealth Partners Group
Illinois
$433K +$429K +2,256 New
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$429K +$425K +2,234 New
GIA
412
Guyasuta Investment Advisors
Pennsylvania
$422K – – –
FAB
413
First American Bank
Illinois
$420K – – –
GWM
414
Geneos Wealth Management
Colorado
$416K -$181K -950 -31%
EAM
415
Evanson Asset Management
California
$414K – – –
MMPW
416
Mitchell McLeod Pugh & Williams
Alabama
$408K – – –
GL
417
Globe Life
Texas
$396K – – –
Fisher Asset Management
418
Fisher Asset Management
Washington
$396K +$120K +629 +45%
VWM
419
Venturi Wealth Management
Texas
$390K – – –
OIA
420
Optimum Investment Advisors
Illinois
$389K -$31.4K -165 -8%
CIA
421
Covington Investment Advisors
Pennsylvania
$387K – – –
BIG
422
Bellwether Investment Group
Tennessee
$387K +$383K +2,012 New
CCM
423
Catawba Capital Management
Virginia
$384K +$28.2K +148 +8%
NEPPG
424
New England Professional Planning Group
Rhode Island
$383K – – –
BBPWM
425
Blue Bell Private Wealth Management
Pennsylvania
$382K – – –