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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
351
BOK Financial
Oklahoma
$26.6M -$17.6M -43,011 -40%
KCM
352
Karp Capital Management
California
$26.5M +$15.3M +37,451 +142%
WSWA
353
Warren Street Wealth Advisors
California
$26.4M +$26.1M +63,683 New
MMA
354
Miracle Mile Advisors
California
$26.2M +$307K +749 +1%
EPM
355
Elm Partners Management
Pennsylvania
$26.1M -$1.12M -2,731 -4%
PFO
356
Pathstone Family Office
New Jersey
$26.1M +$6.65M +16,243 +35%
WT
357
Washington Trust
Rhode Island
$26M +$881K +2,151 +4%
CH
358
Canton Hathaway
Rhode Island
$25.9M – – –
FFC
359
Fure Financial Corporation
Minnesota
$25.7M +$25.3M +61,903 New
SPC
360
Sigma Planning Corp
Michigan
$25.6M +$214K +522 +0.9%
PCMC
361
Private Capital Management (Colorado)
Colorado
$25.3M -$359K -878 -1%
UF
362
Univest Financial
Pennsylvania
$25.3M -$133K -324 -0.5%
NIM
363
Northeast Investment Management
Massachusetts
$25.2M +$664K +1,622 +3%
RWG
364
Ratio Wealth Group
Colorado
$25M +$528K +1,290 +2%
TSW
365
Thompson Siegel & Walmsley
Virginia
$24.9M -$709K -1,732 -3%
SFA
366
Souders Financial Advisors
Ohio
$24.9M +$1.02M +2,500 +4%
WFAG
367
Wescott Financial Advisory Group
Pennsylvania
$24.9M +$24.5M +59,901 New
ECM
368
EMC Capital Management
Texas
$24.7M – – –
PCP
369
Proficio Capital Partners
Massachusetts
$24.7M -$2.19M -5,346 -8%
SFS
370
Sowell Financial Services
Arkansas
$24.1M -$11.6M -28,271 -21%
AGA
371
Arkos Global Advisors
Texas
$24M +$17.4M +42,508 +278%
KTC
372
Kistler-Tiffany Companies
Pennsylvania
$24M -$4.89M -11,943 -17%
SWM
373
SigFig Wealth Management
California
$23.9M +$628K +1,535 +3%
CWC
374
Carolinas Wealth Consulting
North Carolina
$23.8M +$458K +1,118 +2%
PAI
375
Pittenger & Anderson Inc
Nebraska
$23.7M +$172K +419 +0.7%
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