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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
201
Institute for Wealth Management
Colorado
$14.7M -$4.99M -19,886 -25%
William Blair & Company
202
William Blair & Company
Illinois
$14.2M +$78.8K +314 +0.5%
AI
203
Atria Investments
North Carolina
$14.2M +$690K +2,751 +5%
CA
204
Cetera Advisors
Colorado
$13.6M -$32.9K -131 -0.2%
PFM
205
Peak Financial Management
Massachusetts
$13.6M -$5.32M -21,207 -27%
Acadian Asset Management
206
Acadian Asset Management
Massachusetts
$13.2M +$13.6M +54,387 New
SI
207
Stephens Inc
Arkansas
$13.1M +$922K +3,673 +7%
PGWM
208
Parisi Gray Wealth Management
New Jersey
$12.8M +$1.14M +4,554 +9%
SPIA
209
Steward Partners Investment Advisory
New York
$12.6M +$947K +3,775 +8%
Millennium Management
210
Millennium Management
New York
$12.5M +$3.97M +15,828 +44%
SFG
211
Sage Financial Group
Pennsylvania
$12.4M +$229K +911 +2%
TF
212
TIAA FSB
Florida
$12.4M -$611K -2,437 -5%
CFB
213
Cullen/Frost Bankers
Texas
$12.3M – – –
HSA
214
HBK Sorce Advisory
Pennsylvania
$12.3M +$942K +3,753 +8%
NHC
215
Nicholas Hoffman & Company
Georgia
$11.8M +$1.26M +5,010 +11%
WJA
216
Williams Jones & Associates
New York
$11.5M -$1.07M -4,261 -8%
UCFA
217
United Capital Financial Advisors
Texas
$11.3M -$1.64M -6,530 -12%
STB
218
S&T Bank
Pennsylvania
$10.9M +$4.13M +16,462 +58%
NA
219
NewEdge Advisors
Louisiana
$10.8M +$4.99M +19,868 +76%
EWM
220
Endurance Wealth Management
Rhode Island
$10.7M -$1.44M -5,727 -11%
IA
221
IFP Advisors
Florida
$10.6M – – –
WTC
222
WhitTier Trust Company
Nevada
$10.5M -$97.1K -387 -0.9%
EVM
223
Eaton Vance Management
Massachusetts
$10.5M +$717K +2,856 +7%
ZIG
224
Zurich Insurance Group
Switzerland
$10.4M -$2.3M -9,176 -18%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$10.2M -$106K -422 -1%