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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
301
Laurel Wealth Advisors (California)
California
$1.62M +$328K +1,655 +25%
SC
302
Stratford Consulting
Texas
$1.62M -$125K -629 -7%
EDRH
303
Edmond de Rothschild Holding
Switzerland
$1.62M +$139K +700 +9%
FHB
304
First Hawaiian Bank
Hawaii
$1.62M – – –
IH
305
IFC Holdings
Florida
$1.59M -$11.3K -57 -0.7%
BCA
306
Bernzott Capital Advisors
California
$1.57M -$10.9K -55 -0.7%
MLIC
307
Mandatum Life Insurance Company
Finland
$1.56M -$21.8K -110 -1%
TFCP
308
Twin Focus Capital Partners
Massachusetts
$1.5M +$552K +2,785 +58%
DP
309
Dearborn Partners
Illinois
$1.49M -$7.14K -36 -0.5%
CWM
310
Confluence Wealth Management
Oregon
$1.49M +$73.8K +372 +5%
EDRE
311
Edmond de Rothschild (Europe)
Luxembourg
$1.48M – – –
BA
312
Bristlecone Advisors
Washington
$1.45M +$207K +1,044 +17%
FCH
313
Freestone Capital Holdings
Washington
$1.44M +$6.54K +33 +0.5%
1GA
314
1st Global Advisors
Texas
$1.43M +$192K +967 +16%
CIA
315
Choate Investment Advisors
Massachusetts
$1.38M -$47.6K -240 -3%
CWM
316
Connecticut Wealth Management
Connecticut
$1.37M +$1.38M +6,943 New
PAI
317
Pittenger & Anderson Inc
Nebraska
$1.34M -$24K -121 -2%
NFG
318
Nations Financial Group
Iowa
$1.34M -$131K -660 -9%
MWP
319
MYCIO Wealth Partners
Pennsylvania
$1.33M -$59.5K -300 -4%
NIM
320
Northeast Investment Management
Massachusetts
$1.33M +$227K +1,143 +21%
AC
321
Alexandria Capital
Virginia
$1.33M +$117K +588 +10%
SC
322
Scotia Capital
Ontario, Canada
$1.33M -$156K -786 -10%
BSA
323
Braun Stacey Associates
New York
$1.32M -$302K -1,525 -19%
CL
324
Choreo LLC
Illinois
$1.32M +$680K +3,428 +107%
SAM
325
Sawgrass Asset Management
Florida
$1.31M – – –
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