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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
726
Waldron Private Wealth
Pennsylvania
$1.38M +$17.4K +62 +1%
RIM
727
Rampart Investment Management
Connecticut
$1.38M -$2.14M -7,640 -57%
VAS
728
Vestmark Advisory Solutions
Massachusetts
$1.37M +$1.62M +5,798 New
IAN
729
Integrated Advisors Network
Texas
$1.37M -$1.43M -5,092 -47%
CCB
730
Cutter & Co Brokerage
Missouri
$1.36M +$95K +339 +6%
FP
731
Financial Perspectives
Minnesota
$1.34M +$1.56M +5,556 +6,386%
KM
732
Kalos Management
Georgia
$1.32M -$2.1M -7,505 -57%
JIC
733
Johnson Investment Counsel
Ohio
$1.32M -$165K -588 -10%
JGUA
734
John G. Ullman & Associates
New York
$1.31M -$20.5K -73 -1%
CAM
735
Concorde Asset Management
Michigan
$1.3M +$920K +3,284 +148%
RCA
736
Resonant Capital Advisors
Wisconsin
$1.3M +$189K +674 +14%
IGGA
737
Iron Gate Global Advisors
Utah
$1.3M -$163K -583 -10%
PA
738
Perennial Advisors
New York
$1.28M +$1.52M +5,417 New
RWM
739
RKL Wealth Management
Pennsylvania
$1.28M +$7.57K +27 +0.5%
KWM
740
Keebeck Wealth Management
Illinois
$1.28M +$1.51M +5,405 +67,563%
GBBWRPM
741
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.24M -$335K -1,195 -19%
CCFM
742
Clear Creek Financial Management
Washington
$1.24M -$17.7K -63 -1%
PIG
743
Pantheon Investment Group
California
$1.24M +$897K +3,202 +158%
FPCM
744
Financial Partners Capital Management
New York
$1.24M +$1.46M +5,217 New
WS
745
Wedbush Securities
California
$1.22M -$473K -1,687 -25%
HCIA
746
Hochman Cole Investment Advisors
Illinois
$1.22M +$1.03M +3,660 +243%
OWP
747
Obermeyer Wealth Partners
Colorado
$1.22M
Renaissance Technologies
748
Renaissance Technologies
New York
$1.21M -$112K -400 -7%
AWA
749
Alaska Wealth Advisors
Alaska
$1.2M +$744K +2,657 +110%
TFS
750
TrustCore Financial Services
Tennessee
$1.2M +$299K +1,068 +27%