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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
451
Segall Bryant & Hamill
Illinois
$2.85M +$331K +1,337 +12%
WP
452
WealthSource Partners
California
$2.84M +$882K +3,561 +40%
PFA
453
Paradigm Financial Advisors
Missouri
$2.83M +$1.38M +5,583 +83%
Victory Capital Management
454
Victory Capital Management
Texas
$2.83M – – –
SIC
455
Sigma Investment Counselors
Michigan
$2.8M +$499K +2,015 +20%
WWM
456
Windsor Wealth Management
Indiana
$2.73M +$768K +3,100 +35%
IUHSA
457
Itau Unibanco Holding S.A.
Brazil
$2.73M -$8.67K -35 -0.3%
CWM
458
Connecticut Wealth Management
Connecticut
$2.73M +$1.88M +7,575 +176%
MI
459
Mercer Investments
Massachusetts
$2.72M +$185K +746 +7%
Axa
460
Axa
France
$2.7M – – –
IWC
461
Integrated Wealth Concepts
Massachusetts
$2.69M +$1.53M +6,188 +112%
LA
462
LVW Advisors
New York
$2.67M +$1.97M +7,933 +216%
KWM
463
Kingsview Wealth Management
Oregon
$2.65M -$48.1K -194 -2%
MWC
464
MBM Wealth Consultants
Missouri
$2.63M +$2.83M +11,431 New
GH
465
GAM Holding
Switzerland
$2.62M – – –
EWM
466
Evercore Wealth Management
New York
$2.61M -$24.8K -100 -0.9%
FHA
467
First Horizon Advisors
Tennessee
$2.58M +$2.73K +11 +0.1%
PA
468
Pinnacle Associates
New York
$2.57M +$709K +2,861 +34%
UOTTAIMCU
469
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.56M – – –
LWM
470
Liberty Wealth Management
California
$2.5M +$2.69M +10,863 New
GWS
471
Glassman Wealth Services
Virginia
$2.47M +$75.1K +303 +3%
CAM
472
Cresset Asset Management
Illinois
$2.47M +$2.66M +10,741 New
RCA
473
Rowland Carmichael Advisors
Arizona
$2.4M +$55.7K +225 +2%
AIC
474
Ayalon Insurance Company
Israel
$2.37M +$224K +905 +10%
KFGK
475
Keystone Financial Group (Kentucky)
Kentucky
$2.36M -$529K -2,136 -17%