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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
101
Karpus Investment Management
New York
$192M -$3.19M -8,263 -2%
HNB
102
Huntington National Bank
Ohio
$187M
TCBWMS
103
Texas Capital Bank Wealth Management Services
Texas
$186M +$2.14M +5,546 +1%
CFG
104
Citizens Financial Group
Rhode Island
$183M +$18.3M +47,427 +12%
SHGA
105
Sand Hill Global Advisors
California
$182M +$33.7M +87,407 +24%
SWP
106
Stratos Wealth Partners
Ohio
$179M -$173K -448 -0.1%
ST
107
Smithfield Trust
Pennsylvania
$179M -$2.02M -5,233 -1%
AT
108
American Trust
Kentucky
$177M -$3.65M -9,453 -2%
NHC
109
Nicholas Hoffman & Company
Georgia
$176M +$6.35M +16,448 +4%
CA
110
Clearstead Advisors
Ohio
$172M -$789K -2,045 -0.5%
MML Investors Services
111
MML Investors Services
Massachusetts
$171M +$16.2M +42,093 +11%
EEP
112
Edgehill Endowment Partners
Connecticut
$171M +$31.3M +81,015 +24%
ONB
113
Old National Bancorp
Indiana
$166M +$8.83M +22,885 +6%
CFFP
114
Center for Financial Planning
Michigan
$161M +$387K +1,004 +0.3%
US Bancorp
115
US Bancorp
Minnesota
$157M -$22.7M -58,829 -13%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$154M -$4.63M -12,006 -3%
AWS
117
AJ Wealth Strategies
New York
$154M +$52M +134,693 +56%
Macquarie Group
118
Macquarie Group
Australia
$153M +$20.2M +52,330 +16%
WCP
119
Welch Capital Partners
New York
$148M -$245K -636 -0.2%
PFPT
120
Pinnacle Financial Partners (Tennessee)
Tennessee
$145M -$2.72M -7,043 -2%
NA
121
NewEdge Advisors
Louisiana
$145M +$7.07M +18,336 +5%
MGIA
122
Moneta Group Investment Advisors
Missouri
$144M +$3.75M +9,727 +3%
TA
123
TRB Advisors
New York
$143M +$116M +300,000 +600%
PCIG
124
Partners Capital Investment Group
Massachusetts
$142M +$74.5M +193,179 +124%
CAN
125
Cetera Advisor Networks
California
$142M +$1.35M +3,506 +1%