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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$43.3M +$6.83M +24,365 +15%
MPW
152
MA Private Wealth
California
$43.3M +$1.05M +3,758 +2%
EEP
153
Edgehill Endowment Partners
Connecticut
$42.7M +$10.4M +37,159 +26%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$42.5M +$6.09M +21,727 +14%
BC
155
Bartlett & Co
Ohio
$42.5M +$50.3M +179,661 New
VanEck Associates
156
VanEck Associates
New York
$42M -$15.8M -56,376 -24%
CI
157
Clal Insurance
Israel
$41.3M +$32.8M +117,184 +204%
SIS
158
SVB Investment Services
Utah
$41.3M +$23.6M +84,215 +94%
TA
159
TRB Advisors
New York
$41.1M +$236K +843 +0.5%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$40.1M -$10.3M -36,712 -18%
A
161
AdvicePeriod
California
$40M +$11M +39,169 +30%
SBL
162
Sargent Bickham Lagudis
Colorado
$38.7M +$9.55M +34,096 +26%
TRCT
163
Tower Research Capital (TRC)
New York
$38.3M +$45.3M +161,566 New
DCM
164
Dupont Capital Management
Delaware
$38.2M +$5.07M +18,094 +13%
SCM
165
Stordahl Capital Management
Colorado
$37.3M -$5.46M -19,493 -11%
Cerity Partners
166
Cerity Partners
New York
$37.2M +$29.1M +103,968 +196%
OCG
167
Opus Capital Group
Ohio
$37.2M +$486K +1,736 +1%
AL
168
Aspiriant LLC
California
$36.7M +$191K +682 +0.4%
EWM
169
Evermay Wealth Management
Virginia
$35.6M +$10.2M +36,564 +32%
NA
170
NewEdge Advisors
Louisiana
$35.6M +$3.7M +13,193 +10%
SGCA
171
Steel Grove Capital Advisors
Tennessee
$35.3M +$28.3M +101,016 +209%
CFFP
172
Center for Financial Planning
Michigan
$35.2M -$471K -1,681 -1%
BFPW
173
BOK Financial Private Wealth
Colorado
$35.2M +$2.99M +10,675 +8%
Betterment LLC
174
Betterment LLC
New York
$35M +$29.1M +103,913 +236%
BPA
175
Beacon Pointe Advisors
California
$34.3M +$25.4M +90,720 +167%