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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
301
Lake Street Advisors Group
New Hampshire
$9.25M +$1.55M +5,847 +20%
STB
302
S&T Bank
Pennsylvania
$8.91M -$638K -2,412 -7%
VST
303
Van Strum & Towne
California
$8.88M +$868K +3,280 +11%
PMFA
304
Plante Moran Financial Advisors
Michigan
$8.86M +$2.05M +7,734 +31%
EWM
305
Endurance Wealth Management
Rhode Island
$8.79M +$1.58M +5,989 +22%
BF
306
BOK Financial
Oklahoma
$8.78M +$137K +519 +2%
PFO
307
Pathstone Family Office
New Jersey
$8.72M +$4.03M +15,223 +89%
ECG
308
Edge Capital Group
Georgia
$8.63M +$266K +1,004 +3%
LIM
309
Leavell Investment Management
Alabama
$8.6M +$672K +2,541 +9%
PCG
310
Private Capital Group
Connecticut
$8.54M -$147K -554 -2%
TF
311
Tompkins Financial
New York
$8.51M -$44.2K -167 -0.5%
CG
312
Colony Group
Massachusetts
$8.43M +$1.56M +5,914 +23%
MFS
313
Madrona Financial Services
Washington
$8.39M +$7.66M +28,944 +1,293%
SC
314
Schoolcraft Capital
Colorado
$8.35M +$227K +857 +3%
TSW
315
Thompson Siegel & Walmsley
Virginia
$8.32M +$2.61M +9,884 +47%
SWPG
316
Strategic Wealth Partners Group
Illinois
$8.29M +$2.87M +10,861 +55%
IFWM
317
Institute for Wealth Management
Colorado
$8.28M -$4.12M -15,588 -34%
FAIM
318
Financial Advocates Investment Management
Washington
$8.08M +$319K +1,207 +4%
CF
319
Centaurus Financial
California
$8.07M +$6.01M +22,714 +313%
BSB
320
Bangor Savings Bank
Maine
$8.04M -$119K -449 -1%
AWM
321
Avior Wealth Management
Nebraska
$7.95M -$74.3K -281 -0.9%
HTI
322
Hikari Tsushin Inc
Japan
$7.91M +$455K +1,720 +6%
GRP
323
Global Retirement Partners
California
$7.9M +$1.24M +4,687 +19%
SF
324
Synovus Financial
Georgia
$7.84M -$6.35K -24 -0.1%
WI
325
Wintrust Investments
Illinois
$7.82M +$21.4K +81 +0.3%
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