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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RDM
276
Retirement Design & Management
Connecticut
$749K +$160K +859 +25%
TFCP
277
Twin Focus Capital Partners
Massachusetts
$735K -$269K -1,447 -26%
BBPWM
278
Blue Bell Private Wealth Management
Pennsylvania
$726K -$139K -750 -15%
AF
279
Allworth Financial
California
$722K +$2.23K +12 +0.3%
MA
280
MUFG Americas
New York
$702K – – –
HL
281
HeadInvest LLC
Maine
$699K – – –
MIH
282
Madison Investment Holdings
Wisconsin
$689K – – –
WT
283
Whittier Trust
California
$671K -$24.9K -134 -3%
GA
284
Geneva Advisors
Illinois
$649K +$194K +1,041 +39%
BRWA
285
B. Riley Wealth Advisors
Florida
$632K +$105K +565 +19%
VNIM
286
Vaughan Nelson Investment Management
Texas
$623K – – –
FNT
287
First National Trust
Pennsylvania
$613K +$22.9K +123 +4%
BHTS
288
Bar Harbor Trust Services
Maine
$611K +$33.5K +180 +5%
SGCA
289
Steel Grove Capital Advisors
Tennessee
$594K +$629K +3,382 New
AFG
290
American Financial Group
Ohio
$593K – – –
FANJ
291
Financial Architects (New Jersey)
New Jersey
$591K +$3.16K +17 +0.5%
AL
292
Aspiriant LLC
California
$588K +$31.4K +169 +6%
TAM
293
Tocqueville Asset Management
New York
$584K – – –
FHC
294
First Heartland Consultants
Missouri
$567K +$312K +1,678 +108%
LA
295
LVW Advisors
New York
$558K +$380K +2,045 +181%
HFS
296
HL Financial Services
Kentucky
$557K -$7.68M -41,315 -93%
PPSG
297
Princeton Portfolio Strategies Group
New Jersey
$557K +$590K +3,170 New
1GA
298
1st Global Advisors
Texas
$552K +$59.7K +321 +11%
DSI
299
Daiwa SB Investments
Japan
$536K -$1.8M -9,700 -76%
PFA
300
Paradigm Financial Advisors
Missouri
$527K +$53.2K +286 +11%
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12
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