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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
826
First Personal Financial Services
North Carolina
$498K +$529 +2 +0.1%
SBSB
827
Sullivan, Bruyette, Speros & Blaney
Virginia
$496K +$201K +758 +70%
QAM
828
QCI Asset Management
New York
$491K -$24.9K -94 -5%
UB
829
UMB Bank
Missouri
$491K – – –
PAG
830
Pinnacle Advisory Group
Maryland
$490K +$78.6K +297 +19%
BWCS
831
Beirne Wealth Consulting Services
Connecticut
$489K -$19.8K -75 -4%
PGAM
832
Princeton Global Asset Management
New Jersey
$487K -$34.9K -132 -7%
PFGIA
833
Patriot Financial Group Insurance Agency
Massachusetts
$487K +$9.52K +36 +2%
SWM
834
Segment Wealth Management
Texas
$483K -$27.8K -105 -6%
FCA
835
FLC Capital Advisors
California
$483K – – –
TTWM
836
TCV Trust & Wealth Management
Virginia
$483K – – –
TIM
837
Tortoise Investment Management
New York
$479K -$8.73K -33 -2%
DOA
838
D'Orazio & Associates
Virginia
$478K – – –
OPCM
839
Osborne Partners Capital Management
California
$476K +$242K +914 +107%
RE
840
RBC Europe
United Kingdom
$471K +$6.61K +25 +1%
BBA
841
BLB&B Advisors
Pennsylvania
$471K – – –
WHG
842
Westwood Holdings Group
Texas
$471K – – –
TWM
843
Tolleson Wealth Management
Texas
$468K – – –
JWM
844
Janiczek Wealth Management
Colorado
$465K +$197K +744 +76%
WA
845
Winfield Associates
Ohio
$464K +$107K +405 +31%
HR
846
Hayden Royal
North Carolina
$461K -$93.1K -352 -17%
Walleye Trading
847
Walleye Trading
New York
$460K +$452K +1,709 New
GLLW
848
Graves Light Lenhart Wealth
Virginia
$459K +$141K +534 +46%
GSWM
849
Golden State Wealth Management
California
$458K -$1.36M -5,147 -75%
CRC
850
Curi RMB Capital
Illinois
$458K +$450K +1,701 New