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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
651
Polaris Wealth Advisory Group
California
$206K +$202K +891 New
RC
652
Rinet Company
Massachusetts
$204K +$200K +885 New
AWA
653
ARS Wealth Advisors
Florida
$203K +$199K +880 New
IWA
654
Intercontinental Wealth Advisors
Texas
$203K +$199K +880 New
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$200K -$52.1K -230 -21%
MWM
656
Mascoma Wealth Management
New Hampshire
$172K – – –
HNB
657
Huntington National Bank
Ohio
$165K – – –
SFSIG
658
San Francisco Sentry Investment Group
California
$163K +$160K +705 New
IP
659
Intellectus Partners
California
$156K – – –
PFBT
660
Parkside Financial Bank & Trust
Missouri
$152K +$44.8K +198 +43%
BFEC
661
Benjamin F. Edwards & Company
Missouri
$146K +$5.89K +26 +4%
CCM
662
Covington Capital Management
California
$127K +$125K +550 New
HT
663
Heritage Trust
Oklahoma
$119K – – –
VCM
664
Versant Capital Management
Arizona
$118K – – –
UBS AM
665
UBS AM
Illinois
$115K – – –
BWA
666
Burt Wealth Advisors
Maryland
$114K – – –
NFG
667
Next Financial Group
Texas
$104K -$59.3K -262 -37%
WAM
668
Watermark Asset Management
California
$101K – – –
CTC
669
Central Trust Company
Missouri
$99K -$11.3K -50 -10%
MFW
670
Mosaic Family Wealth
Missouri
$99K – – –
LF
671
Lee Financial
Texas
$98K -$5.66K -25 -6%
DBT
672
Dubuque Bank & Trust
Iowa
$85K +$83.3K +368 New
RBC
673
Roble Belko & Company
Pennsylvania
$81K – – –
FWM
674
Focused Wealth Management
New York
$81K +$226 +1 +0.3%
RFM
675
Royal Fund Management
Florida
$80K +$43K +190 +119%