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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RYIA
1026
Roehl & Yi Investment Advisors
Oregon
$13M -$150K -241 -0.2%
CFC
1027
Coyle Financial Counsel
Illinois
$13M -$404K -650 -3%
MHS
1028
M Holdings Securities
Oregon
$13M +$12.9M +20,708 New
Financial Engines Advisors
1029
Financial Engines Advisors
California
$13M +$119K +191 +0.9%
FUBT
1030
First United Bank & Trust
Maryland
$13M +$685K +1,103 +6%
JMNC
1031
J. Mark Nickell & Co
Tennessee
$12.9M +$12.8M +20,638 New
BRWA
1032
B. Riley Wealth Advisors
Florida
$12.9M +$298K +480 +2%
SWM
1033
Sendero Wealth Management
Texas
$12.9M +$1.01M +1,620 +9%
BSB
1034
Bangor Savings Bank
Maine
$12.9M -$172K -276 -1%
CS
1035
Cannell & Spears
New York
$12.8M -$242K -390 -2%
VST
1036
Van Strum & Towne
California
$12.8M -$697K -1,122 -5%
SBH
1037
Segall Bryant & Hamill
Illinois
$12.7M +$2.97M +4,779 +31%
SYBT
1038
Stock Yards Bank & Trust
Kentucky
$12.7M +$1.38M +2,226 +12%
DWA
1039
Delta Wealth Advisors
Indiana
$12.7M -$4.22M -6,792 -25%
SC
1040
Saiph Capital
New Jersey
$12.7M -$5.08M -8,182 -29%
AFO
1041
Allie Family Office
Florida
$12.6M +$9.94K +16 +0.1%
LC
1042
Landaas & Company
Wisconsin
$12.6M +$325K +523 +3%
TCM
1043
Traynor Capital Management
Pennsylvania
$12.5M +$1.23M +1,982 +11%
CB
1044
Cadence Bank
Mississippi
$12.5M +$1.46M +2,346 +13%
CTC
1045
Chai Trust Company
Illinois
$12.4M +$5.93M +9,540 +93%
BCM
1046
BTC Capital Management
Iowa
$12.4M – – –
RDFA
1047
Ritter Daniher Financial Advisory
Ohio
$12.4M -$42.9K -69 -0.3%
DFP
1048
Donalies Financial Planning
District of Columbia
$12.4M +$12.3M +19,779 New
WWA
1049
WCG Wealth Advisors
Nevada
$12.4M +$12.3M +19,779 New
CA
1050
CSM Advisors
Pennsylvania
$12.3M -$715K -1,150 -6%