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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
526
Outlook Wealth Advisors
Texas
$1.76M +$190K +768 New
CFA
527
Clarfeld Financial Advisors
New York
$1.76M +$1.9M +7,664 New
AA
528
Alesco Advisors
New York
$1.76M -$137K -553 -7%
HCA
529
Horan Capital Advisors
Ohio
$1.75M +$634K +2,560 +50%
HR
530
Hayden Royal
North Carolina
$1.74M +$1.88M +7,570 New
WDL
531
Well Done LLC
Michigan
$1.74M +$365K +1,475 +24%
CC
532
Claybrook Capital
Massachusetts
$1.74M +$1.54M +6,221 +467%
Wolverine Trading
533
Wolverine Trading
Illinois
$1.71M +$1.86M +7,525 New
BL
534
Balentine LLC
Georgia
$1.68M -$36.4K -147 -2%
MWA
535
Martel Wealth Advisors
Washington
$1.68M +$14.6K +59 +0.8%
WPP
536
Whalerock Point Partners
Rhode Island
$1.67M -$795K -3,210 -31%
SCA
537
Stokes Capital Advisors
South Carolina
$1.66M -$18.6K -75 -1%
JGIA
538
Jackson Grant Investment Advisers
Connecticut
$1.65M +$15.9K +64 +0.9%
PWMAG
539
Pinnacle Wealth Management Advisory Group
New Jersey
$1.65M +$25.3K +102 +1%
KA
540
Klingman & Associates
New York
$1.63M +$84.2K +340 +5%
9WM
541
9258 Wealth Management
Ohio
$1.63M +$1.75M +7,082 New
MWM
542
Merriman Wealth Management
Washington
$1.62M -$569K -2,296 -25%
WB
543
WesBanco Bank
West Virginia
$1.62M -$33.4K -135 -2%
RTC
544
Riverview Trust Company
Washington
$1.61M +$1.74M +7,016 New
PTC
545
Provident Trust Company
Wisconsin
$1.61M +$1.73M +6,990 New
SCA
546
Snowden Capital Advisors
New York
$1.6M +$63.4K +256 +4%
GBBWRPM
547
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.59M +$631K +2,547 +58%
CCB
548
Cutter & Co Brokerage
Missouri
$1.59M +$704K +2,841 +70%
BWFA
549
Baltimore-Washington Financial Advisors
Maryland
$1.58M +$144K +580 +9%
AAS
550
Avantax Advisory Services
Texas
$1.57M +$1.7M +6,852 New