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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1451
Donaldson Capital Management
Indiana
$437K – – –
BFIC
1452
Bedell Frazier Investment Counselling
California
$436K +$196K +482 +77%
SFWC
1453
Strategic Family Wealth Counselors
New Jersey
$434K +$446K +1,100 New
FCA
1454
FinTrust Capital Advisors
South Carolina
$431K +$37.3K +92 +9%
AWAG
1455
ARS Wealth Advisors Group
Florida
$430K +$442K +1,090 New
YIH
1456
Y-Intercept (HK)
Hong Kong
$430K +$443K +1,091 New
RMC
1457
Resources Management Corp
Connecticut
$429K +$6.09K +15 +1%
GM
1458
GeoWealth Management
Illinois
$428K +$439K +1,083 New
Tudor Investment Corp
1459
Tudor Investment Corp
Connecticut
$427K +$439K +1,083 New
PCS
1460
Personal CFO Solutions
New Jersey
$426K -$164K -403 -27%
MAM
1461
McLean Asset Management
Virginia
$423K -$87.2K -215 -18%
MFW
1462
Mosaic Family Wealth
Missouri
$423K +$16.2K +40 +4%
RS
1463
Retirement Solution
Washington
$418K +$97.8K +241 +29%
CLOS
1464
Compagnie Lombard Odier SCmA
Switzerland
$414K – – –
CHP
1465
Cable Hill Partners
Oregon
$413K -$55.2K -136 -12%
OWA
1466
Octavia Wealth Advisors
Ohio
$413K -$22.3K -55 -5%
PAM
1467
Panagora Asset Management
Massachusetts
$413K +$26K +64 +7%
BWA
1468
Burt Wealth Advisors
Maryland
$411K +$76.3K +188 +22%
LJAC
1469
L.J. Altfest & Co
New York
$411K +$164K +403 +63%
CIAS
1470
Capital Investment Advisory Services
North Carolina
$409K +$72.6K +179 +21%
CAC
1471
Core Alternative Capital
Georgia
$409K +$421K +1,037 New
GWSG
1472
GPS Wealth Strategies Group
Colorado
$408K +$406 +1 +0.1%
RIG
1473
Ramiah Investment Group
Wisconsin
$408K -$94.9K -234 -18%
WFA
1474
Wipfli Financial Advisors
Wisconsin
$408K -$29.2K -72 -7%
WKWM
1475
Walter & Keenan Wealth Management
Indiana
$407K +$189K +466 +82%