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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPAG
326
KLS Professional Advisors Group
New York
$6.6M +$678K +2,714 +12%
CG
327
Colony Group
Massachusetts
$6.59M -$35.5K -142 -0.6%
FFC
328
First Financial Corp
Indiana
$6.56M +$642K +2,572 +11%
PMFA
329
Plante Moran Financial Advisors
Michigan
$6.54M -$56.7K -227 -0.9%
APA
330
American Portfolios Advisors
New York
$6.49M +$1.97M +7,869 +46%
EA
331
Elm Advisors
California
$6.47M +$334K +1,339 +6%
EWM
332
Evercore Wealth Management
New York
$6.46M +$3.38M +13,530 +119%
WT
333
Washington Trust
Rhode Island
$6.41M +$2.72M +10,881 +81%
GRP
334
Global Retirement Partners
California
$6.4M +$630K +2,523 +11%
CAM
335
Cresset Asset Management
Illinois
$6.38M +$4.49M +17,990 +167%
BPC
336
Banque Pictet & Cie
Switzerland
$6.3M -$605K -2,422 -9%
FAAS
337
First Allied Advisory Services
California
$6.25M +$683K +2,733 +13%
PCTC
338
Perkins Coie Trust Company
Washington
$6.17M +$6.74K +27 +0.1%
NB
339
NBT Bank
New York
$6.14M – – –
BPCE
340
Bank Pictet & Cie (Europe)
Germany
$6.12M +$120K +480 +2%
GA
341
Gateway Advisory
New Jersey
$6.04M +$5.82M +23,284 New
BTW
342
Boston Trust Walden
Massachusetts
$6.02M +$408K +1,635 +8%
CFMC
343
Curbstone Financial Management Corp
New Hampshire
$5.97M – – –
CI
344
Conning Inc
Connecticut
$5.96M +$1.8M +7,213 +46%
HKAM
345
Horizon Kinetics Asset Management
New York
$5.87M +$5.64M +22,597 New
CB
346
Cadence Bank
Mississippi
$5.86M +$3.28M +13,150 +140%
JG
347
Jefferies Group
New York
$5.79M +$689K +2,758 +14%
FNBOO
348
First National Bank of Omaha
Nebraska
$5.76M -$61.9K -248 -1%
SHCM
349
Stokes & Hubbell Capital Management
Louisiana
$5.72M -$26K -104 -0.5%
MIAN
350
Mariner Independent Advisor Network
Kansas
$5.67M +$89.7K +359 +2%
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