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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
426
Pathstone Family Office
New Jersey
$3.26M +$918K +3,707 +35%
TA
427
Tiedemann Advisors
New York
$3.23M +$122K +494 +4%
FHA
428
Flagship Harbor Advisors
Massachusetts
$3.19M +$575K +2,321 +20%
KIA
429
KCM Investment Advisors
California
$3.18M +$3.43M +13,830 New
HAC
430
Harbor Advisory Corp
New Hampshire
$3.16M +$131K +530 +4%
SWPG
431
Strategic Wealth Partners Group
Illinois
$3.15M +$3.4M +13,726 New
PA
432
Parallel Advisors
California
$3.15M +$129K +522 +4%
HTC
433
Haverford Trust Company
Pennsylvania
$3.15M +$45.8K +185 +1%
GIA
434
Gladstone Institutional Advisory
Florida
$3.14M +$3.39M +13,673 New
RPC
435
Rossmore Private Capital
Connecticut
$3.13M +$665K +2,684 +25%
CFC
436
Coyle Financial Counsel
Illinois
$3.12M +$180K +727 +6%
CWM
437
Concentric Wealth Management
California
$3.11M -$132K -534 -4%
AC
438
Abbrea Capital
California
$3.1M +$442K +1,783 +15%
WT
439
Washington Trust
Rhode Island
$3.08M – – –
RWM
440
Ritholtz Wealth Management
New York
$3.06M +$1.91M +7,730 +138%
SSW
441
Smith Shellnut Wilson
Mississippi
$3.05M -$12.1K -49 -0.4%
TFCP
442
Twin Focus Capital Partners
Massachusetts
$3.04M -$1.97M -7,961 -38%
SWM
443
SVA Wealth Management
Wisconsin
$2.98M -$318K -1,284 -9%
LGWM
444
Litman Gregory Wealth Management
California
$2.97M +$1.3M +5,263 +69%
VAM
445
Verity Asset Management
North Carolina
$2.97M -$2.63M -10,624 -45%
KPW
446
Kore Private Wealth
New York
$2.97M +$3.2M +12,916 New
WCP
447
Welch Capital Partners
New York
$2.97M -$92.4M -373,107 -97%
MFG
448
Merit Financial Group
Georgia
$2.92M +$2.28M +9,223 +262%
PP
449
Patten & Patten
Tennessee
$2.92M -$112K -454 -3%
Janus Henderson Group
450
Janus Henderson Group
$2.9M -$362K -1,461 -10%