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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Acropolis Investment Management
Missouri
$195M -$1.8M -4,687 -0.9%
LS
77
Liquid Strategies
Georgia
$195M +$35.9M +93,553 +23%
PPFA
78
Provida Pension Fund Administrator
Chile
$189M +$69.5M +181,013 +61%
Cerity Partners
79
Cerity Partners
New York
$189M +$19.4M +50,431 +12%
PCIG
80
Partners Capital Investment Group
Massachusetts
$187M -$89.5M -233,165 -33%
TCBWMS
81
Texas Capital Bank Wealth Management Services
Texas
$183M +$4.93M +12,854 +3%
TLIC
82
Taiyo Life Insurance Company
Japan
$181M
M&T Bank
83
M&T Bank
New York
$180M -$29.6M -77,239 -14%
SFO
84
Standard Family Office
South Dakota
$179M +$11.3M +29,337 +7%
CG
85
Colony Group
Massachusetts
$165M +$10.4M +27,032 +7%
AWM
86
Altium Wealth Management
New York
$165M -$6.82M -17,776 -4%
GA
87
Geller Advisors
New York
$163M +$3.04M +7,917 +2%
A
88
AdvicePeriod
California
$161M -$2.49M -6,497 -2%
SWP
89
Stratos Wealth Partners
Ohio
$156M +$3.8M +9,900 +3%
KIM
90
Karpus Investment Management
New York
$155M +$25.5M +66,369 +20%
Janus Henderson Group
91
Janus Henderson Group
$154M +$9.88M +25,733 +7%
WCP
92
Welch Capital Partners
New York
$151M -$303K -789 -0.2%
CA
93
Clearstead Advisors
Ohio
$150M +$1.52M +3,960 +1%
SHGA
94
Sand Hill Global Advisors
California
$149M -$961K -2,504 -0.7%
KP
95
Keel Point
Alabama
$147M -$56.9M -148,348 -28%
WCG
96
Wall Capital Group
Arizona
$146M -$2.48M -6,459 -2%
Creative Planning
97
Creative Planning
Kansas
$146M +$25.2M +65,582 +22%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$143M -$61.4M -159,961 -31%
CAN
99
Cetera Advisor Networks
California
$142M +$12.6M +32,800 +10%
ST
100
Smithfield Trust
Pennsylvania
$141M +$4.38M +11,422 +3%