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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
651
Windsor Wealth Management
Indiana
$5.13M -$125K -353 -2%
BSW
652
Buckingham Strategic Wealth
Missouri
$5.12M +$350K +987 +8%
SIC
653
Salem Investment Counselors
North Carolina
$5.09M
CDH
654
Charles D. Hyman
$5.06M -$26.6K -75 -0.5%
WAM
655
Wakefield Asset Management
Colorado
$5.05M +$48.2K +136 +1%
BAIA
656
Bel Air Investment Advisors
California
$5.03M +$4.9M +13,816 New
HIIFS
657
Harel Insurance Investments & Financial Services
Israel
$5.03M +$4.89M +13,800 New
KPW
658
Kore Private Wealth
New York
$4.96M -$1.42M -4,010 -23%
AIA
659
Alera Investment Advisors
Illinois
$4.93M +$50K +141 +1%
GEM
660
Global Endowment Management
North Carolina
$4.91M +$210K +592 +5%
IFA
661
Interactive Financial Advisors
Illinois
$4.91M +$1.32M +3,723 +38%
SDWMA
662
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.9M +$146K +413 +3%
WP
663
WealthSource Partners
California
$4.82M -$77.7K -219 -2%
PCA
664
Personal Capital Advisors
California
$4.8M +$714K +2,014 +18%
AR
665
Advisory Research
Illinois
$4.77M -$4.64M -13,083 -50%
AIM
666
Anchor Investment Management
South Carolina
$4.71M -$12.4K -35 -0.3%
B
667
Bailard
California
$4.69M +$761K +2,146 +20%
RWA
668
Ropes Wealth Advisors
Massachusetts
$4.68M +$246K +694 +6%
RFP
669
Roth Financial Partners
Texas
$4.65M +$4.53M +12,774 New
PWS
670
Private Wealth Strategies
Ohio
$4.65M +$63.1K +178 +1%
SBSB
671
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.65M +$136K +384 +3%
HA
672
Harfst & Associates
Wyoming
$4.62M -$39.7K -112 -0.9%
IMC Chicago
673
IMC Chicago
Illinois
$4.58M +$4.46M +12,565 New
MWM
674
Mission Wealth Management
California
$4.57M +$156K +441 +4%
SG Americas Securities
675
SG Americas Securities
New York
$4.57M +$4.45M +12,553 New