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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DLIC
76
Daido Life Insurance Company
Japan
$205M
MA
77
MCF Advisors
Kentucky
$205M -$3.54M -8,735 -2%
RC
78
RegentAtlantic Capital
New Jersey
$205M +$3.11M +7,669 +1%
Cerity Partners
79
Cerity Partners
New York
$205M +$15.9M +39,160 +8%
LS
80
Liquid Strategies
Georgia
$204M +$9.26M +22,813 +5%
TCBWMS
81
Texas Capital Bank Wealth Management Services
Texas
$199M +$15.9M +39,076 +8%
PCIG
82
Partners Capital Investment Group
Massachusetts
$194M +$6.55M +16,156 +3%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$193M +$71.9M +177,130 +57%
SFO
84
Standard Family Office
South Dakota
$189M +$9.33M +22,985 +5%
CG
85
Colony Group
Massachusetts
$184M +$19.2M +47,436 +11%
Creative Planning
86
Creative Planning
Kansas
$182M +$36.7M +90,376 +24%
TLIC
87
Taiyo Life Insurance Company
Japan
$181M
Barclays
88
Barclays
United Kingdom
$174M -$30.3M -74,800 -14%
KIM
89
Karpus Investment Management
New York
$173M +$18.1M +44,553 +11%
PAG
90
Private Advisor Group
New Jersey
$170M +$59.1M +145,578 +51%
AWM
91
Altium Wealth Management
New York
$166M +$749K +1,845 +0.4%
GA
92
Geller Advisors
New York
$166M +$2.53M +6,229 +2%
M&T Bank
93
M&T Bank
New York
$165M -$16.6M -40,918 -9%
Janus Henderson Group
94
Janus Henderson Group
$161M +$6.93M +17,071 +4%
MIH
95
Meitav Investment House
Israel
$160M +$101M +249,137 +161%
VMPIC
96
Varma Mutual Pension Insurance Co
Finland
$158M -$104M -257,000 -39%
SWP
97
Stratos Wealth Partners
Ohio
$157M +$1.48M +3,654 +0.9%
BPA
98
Beacon Pointe Advisors
California
$157M +$29.6M +72,988 +22%
SHGA
99
Sand Hill Global Advisors
California
$153M +$4.47M +11,017 +3%
WCP
100
Welch Capital Partners
New York
$152M -$242K -596 -0.2%