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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
826
Westwood Holdings Group
Texas
$402K
TW
827
TrinityPoint Wealth
Connecticut
$399K +$430K +1,737 New
TWM
828
Tolleson Wealth Management
Texas
$398K +$429K +1,730 New
MSAM
829
Moloney Securities Asset Management
Missouri
$394K +$52.5K +212 +14%
EWA
830
Exencial Wealth Advisors
Oklahoma
$394K +$215K +866 +102%
MVIP
831
Mar Vista Investment Partners
California
$394K +$425K +1,715 New
MCM
832
McRae Capital Management
New Jersey
$386K
CHA
833
Carmichael Hill & Associates
Maryland
$384K +$48.8K +197 +13%
AA
834
Apriem Advisors
California
$383K
WTFG
835
Wells Trecaso Financial Group
Ohio
$381K +$2.48K +10 +0.6%
BCP
836
Berkeley Capital Partners
Georgia
$379K -$37.7K -152 -8%
BAAM
837
Baker Avenue Asset Management
California
$379K +$58.2K +235 +17%
EC
838
Estate Counselors
Wisconsin
$368K
SAM
839
Silvercrest Asset Management
New York
$368K +$397K +1,602 New
CSPIA
840
Cary Street Partners Investment Advisory
Virginia
$368K +$397K +1,603 New
CAM
841
Cidel Asset Management
Ontario, Canada
$368K +$397K +1,603 New
PIC
842
Portland Investment Counsel
Ontario, Canada
$363K
RE
843
RBC Europe
United Kingdom
$360K -$7.43K -30 -2%
MCM
844
MAI Capital Management
Ohio
$359K +$386K +1,560 New
JWA
845
JFS Wealth Advisors
Pennsylvania
$358K
ACA
846
Atlas Capital Advisors
Wyoming
$357K
FPCM
847
Financial Partners Capital Management
New York
$357K +$384K +1,552 New
LWA
848
Lenox Wealth Advisors
New York
$356K -$63.2K -255 -14%
HFA
849
Hoover Financial Advisors
Pennsylvania
$356K +$384K +1,549 New
FWSM
850
First Wilshire Securities Management
California
$353K