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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
251
Geneva Advisors
Illinois
$471K – – –
CSIA
252
Charles Schwab Investment Advisory
California
$465K +$455K +2,469 New
CPO
253
Cerity Partners OCIO
New York
$461K +$333K +1,807 +149%
OIA
254
Optimum Investment Advisors
Illinois
$460K – – –
STIA
255
Stone Toro Investment Advisers
New Jersey
$436K – – –
FNBOO
256
First National Bank of Omaha
Nebraska
$435K +$10.1K +55 +2%
NFG
257
Nadler Financial Group
Illinois
$430K +$54K +293 +15%
SFSG
258
Stearns Financial Services Group
North Carolina
$418K +$2.21K +12 +0.5%
GIA
259
Guyasuta Investment Advisors
Pennsylvania
$414K – – –
FAB
260
First American Bank
Illinois
$393K -$21.2K -115 -5%
CTB
261
Country Trust Bank
Illinois
$388K +$380K +2,060 New
GLRA
262
Gerald L. Ray & Associates
Texas
$385K – – –
PFA
263
Paradigm Financial Advisors
Missouri
$378K +$96.4K +523 +35%
F
264
FutureAdvisor
California
$376K +$368K +1,994 New
GW
265
GW & Wade
Massachusetts
$371K +$363K +1,970 New
MA
266
Montag & Associates
Georgia
$367K – – –
PFS
267
Prospera Financial Services
Texas
$363K – – –
WT
268
Whittier Trust
California
$351K – – –
WA
269
WBH Advisory
Maryland
$350K +$1.84K +10 +0.5%
RFS
270
Rockefeller Financial Services
New York
$344K – – –
BMM
271
Buffington Mohr McNeal
Idaho
$343K +$10.3K +56 +3%
NGA
272
Naples Global Advisors
Florida
$337K +$330K +1,790 New
AIM
273
Allen Investment Management
New York
$336K – – –
GWM
274
Greenwich Wealth Management
Connecticut
$336K +$329K +1,786 New
BBA
275
BLB&B Advisors
Pennsylvania
$332K – – –
9 10
11
12 13