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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
251
Manchester Capital Management
Vermont
$17.2M +$10.2M +36,391 +100%
PG
252
Proffitt & Goodson
Tennessee
$17M +$9.45M +33,731 +88%
NIM
253
Northeast Investment Management
Massachusetts
$17M -$184K -655 -0.9%
JRP
254
Jasper Ridge Partners
California
$17M -$585K -2,088 -3%
GB
255
Gunma Bank
Japan
$16.7M +$19.8M +70,600 New
NG
256
NatWest Group
United Kingdom
$16.7M -$809K -2,888 -4%
SFS
257
Sowell Financial Services
Arkansas
$16.6M +$12.3M +43,727 +165%
LWIC
258
Leith Wheeler Investment Counsel
British Columbia, Canada
$15.9M – – –
CPO
259
Cerity Partners OCIO
New York
$15.6M +$257K +917 +1%
RFC
260
Regions Financial Corp
Alabama
$15.5M +$5.21M +18,611 +40%
DC
261
Davenport & Co
Virginia
$15.3M -$2.91M -10,388 -14%
CL
262
Choreo LLC
Illinois
$15.3M +$799K +2,853 +5%
EVM
263
Eaton Vance Management
Massachusetts
$15.2M -$161K -576 -0.9%
MFT
264
Moisand Fitzgerald Tamayo
Florida
$15.1M -$1.15M -4,104 -6%
GC
265
GFG Capital
Florida
$15.1M +$4.76K +17 +0%
ODIJL
266
One Day In July LLC
Vermont
$15M +$3.58M +12,761 +25%
TPCW
267
TD Private Client Wealth
New York
$15M -$1.22M -4,348 -6%
BP
268
Ballentine Partners
Massachusetts
$15M +$11.1M +39,661 +169%
PCMC
269
Private Capital Management (Colorado)
Colorado
$14.6M +$297K +1,059 +2%
MIFH
270
Migdal Insurance & Financial Holdings
Israel
$14.5M +$2.49M +8,874 +17%
RC
271
RegentAtlantic Capital
New Jersey
$14.2M +$4.53M +16,164 +37%
SC
272
Steph & Co
Wisconsin
$14.1M -$1.84M -6,577 -10%
HSA
273
HBK Sorce Advisory
Pennsylvania
$14.1M -$176K -629 -1%
FNBOO
274
First National Bank of Omaha
Nebraska
$13.9M -$335K -1,195 -2%
SLF
275
Sun Life Financial
Ontario, Canada
$13.8M +$1.91M +6,800 +13%
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