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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
SFMG Wealth Advisors
Texas
$248K – – –
WCM
427
Windham Capital Management
Massachusetts
$245K – – –
CAM
428
Cidel Asset Management
Ontario, Canada
$244K -$1,000K -5,309 -80%
JG
429
Jefferies Group
New York
$243K -$137K -725 -36%
Betterment LLC
430
Betterment LLC
New York
$239K +$240K +1,277 New
WDL
431
Well Done LLC
Michigan
$235K +$236K +1,255 New
NGA
432
Naples Global Advisors
Florida
$234K – – –
AUB
433
Atlantic Union Bankshares
Virginia
$233K -$81K -430 -26%
AHS
434
Aspiriant Holdings S3
California
$230K +$565 +3 +0.2%
PCP
435
Proficio Capital Partners
Massachusetts
$229K +$231K +1,226 New
JGUA
436
John G. Ullman & Associates
New York
$227K -$8.66K -46 -4%
CC
437
Capital Counsel
New York
$227K -$4.52K -24 -2%
CC
438
Cognios Capital
Kansas
$226K – – –
LWA
439
Lenox Wealth Advisors
New York
$224K +$226K +1,200 New
FWM
440
Focused Wealth Management
New York
$221K +$565 +3 +0.3%
TRCT
441
Tower Research Capital (TRC)
New York
$220K -$15.3M -81,167 -99%
FWSM
442
First Wilshire Securities Management
California
$220K -$49.9K -265 -18%
DMC
443
Drexel Morgan & Co
Pennsylvania
$219K – – –
SM
444
Stratton Management
Pennsylvania
$216K – – –
MFW
445
Mosaic Family Wealth
Missouri
$216K +$218K +1,160 New
MCM
446
McRae Capital Management
New Jersey
$215K – – –
WA
447
Wealth Architects
California
$215K +$216K +1,149 New
TNB
448
Thomasville National Bank
Georgia
$212K +$214K +1,134 New
OWD
449
Osborn Williams & Donohoe
Ohio
$211K -$2.26K -12 -1%
WIP
450
Wellesley Investment Partners
Massachusetts
$203K +$205K +1,087 New