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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
526
Ropes Wealth Advisors
Massachusetts
$134K -$324K -1,636 -71%
CAPTRUST Financial Advisors
527
CAPTRUST Financial Advisors
North Carolina
$133K +$137K +693 New
GWS
528
Glassman Wealth Services
Virginia
$127K +$127K +640 New
AIM
529
Anchor Investment Management
South Carolina
$126K +$2.18K +11 +2%
HNB
530
Huntington National Bank
Ohio
$119K – – –
BWA
531
Burt Wealth Advisors
Maryland
$98K – – –
PFBT
532
Parkside Financial Bank & Trust
Missouri
$91K – – –
DBT
533
Dubuque Bank & Trust
Iowa
$73K – – –
RBC
534
Roble Belko & Company
Pennsylvania
$70K – – –
TFA
535
Transamerica Financial Advisors
Florida
$69K +$68.6K +346 New
WP
536
WealthPLAN Partners
Nebraska
$65.5K +$12.1K +61 +23%
PWM
537
Perigon Wealth Management
California
$55K +$54.5K +275 New
TCCM
538
Timber Creek Capital Management
Massachusetts
$54K +$54.5K +275 New
FWM
539
Focused Wealth Management
New York
$53K -$20K -101 -28%
VWM
540
Valley Wealth Managers
New Jersey
$50K +$14.9K +75 +42%
RFWA
541
RPg Family Wealth Advisory
Massachusetts
$49.7K +$49.6K +250 New
TDC
542
Thompson Davis & Co
Virginia
$46K – – –
LIA
543
LS Investment Advisors
Michigan
$45K – – –
CTC
544
Central Trust Company
Missouri
$33K – – –
WCM
545
Wealthcare Capital Management
Virginia
$32K – – –
GBBWRPM
546
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$31K +$31.5K +159 New
ADL
547
Asset Dedication LLC
California
$28K – – –
FPFS
548
First Personal Financial Services
North Carolina
$26K +$25.8K +130 New
TWA
549
TCI Wealth Advisors
Arizona
$24K -$1.19K -6 -5%
GI
550
Gradient Investments
Minnesota
$21K +$397 +2 +2%