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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
351
Kingsview Wealth Management
Oregon
$74.8M +$9.55M +16,205 +15%
CGPCS
352
Capital Group Private Client Services
California
$74.8M +$9.47M +16,074 +15%
SCA
353
Scott Capital Advisors
Oregon
$74.7M -$1.3M -2,204 -2%
FWP
354
Fiduciary Wealth Partners
Massachusetts
$74.5M +$40M +67,801 +126%
SWG
355
Summit Wealth Group
Vermont
$74.1M -$1.03M -1,747 -1%
OFS
356
Oldfather Financial Services
Nebraska
$73.6M +$1.36M +2,310 +2%
CCM
357
Ciovacco Capital Management
Georgia
$73.6M -$864K -1,465 -1%
GBT
358
Grove Bank & Trust
Florida
$73.3M -$416K -705 -0.6%
BAM
359
BOCHK Asset Management
Hong Kong
$72.9M -$12.4M -21,000 -15%
SAM
360
Standpoint Asset Management
Arizona
$72.6M -$12.5M -21,200 -15%
FPTW
361
Franklin, Parlapiano, Turner & Welch
Texas
$72.3M -$1.67M -2,829 -2%
TCWA
362
Turtle Creek Wealth Advisors
Texas
$72.2M -$10.7M -18,121 -13%
SA
363
SoundView Advisors
Washington
$72.2M +$12.6M +21,345 +20%
WMRU
364
William Marsh Rice University
Texas
$71.5M – – –
IWC
365
Integrated Wealth Concepts
Massachusetts
$71.4M +$3.31M +5,620 +5%
SAM
366
Silphium Asset Management
United Kingdom
$71.4M +$10M +17,000 +17%
IRAG
367
Investment Research & Advisory Group
Georgia
$71M +$3.49M +5,913 +5%
DK
368
David Kennon
Florida
$70.1M -$1.08M -1,829 -2%
LSA
369
Lansing Street Advisors
Pennsylvania
$69.6M -$988K -1,677 -1%
PP
370
Prudential plc
United Kingdom
$69.3M – – –
SB
371
Strategic Blueprint
Georgia
$69.1M +$5.27M +8,948 +9%
FTS
372
Fifth Third Securities
Ohio
$68.3M +$733K +1,244 +1%
FA
373
Fiducient Advisors
Illinois
$68.2M +$37.8M +64,165 +137%
MT
374
Midwest Trust
Kansas
$68.1M +$2.19M +3,708 +3%
NIM
375
Northeast Investment Management
Massachusetts
$67.9M +$3.01M +5,104 +5%
13 14
15
16 17