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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
351
Syntegra Private Wealth Group
Missouri
$87.9M +$4.12M +6,622 +5%
PIA
352
Pinion Investment Advisors
Kansas
$87.4M +$1.97M +3,174 +2%
KWM
353
Kingsview Wealth Management
Oregon
$86M +$9.22M +14,843 +12%
EGWAG
354
Elwood & Goetz Wealth Advisory Group
Georgia
$85.1M -$201K -324 -0.2%
BCM
355
Brookstone Capital Management
Illinois
$83.9M +$6.24M +10,046 +8%
F4L
356
Fortune 45 LLC
Louisiana
$83.7M +$2.95M +4,746 +4%
DWP
357
Daymark Wealth Partners
Ohio
$83.4M +$24M +38,662 +41%
PCP
358
Proficio Capital Partners
Massachusetts
$82.8M -$58.9M -94,856 -42%
JFG
359
Jefferies Financial Group
New York
$82.4M +$192K +309 +0.2%
BC
360
Brio Consultants
California
$82.2M +$407K +655 +0.5%
HCPC
361
Hamilton Capital Partners (Canada)
$81.7M +$20.6M +33,149 +34%
CCM
362
Connective Capital Management
California
$81.6M +$80.9M +130,110 New
AWA
363
AmeriServ Wealth Advisors
Pennsylvania
$81.1M -$1.05M -1,691 -1%
MYIA
364
Mount Yale Investment Advisors
Colorado
$80.9M +$24.7M +39,700 +44%
SFO
365
Standard Family Office
South Dakota
$79.9M – – –
CGPCS
366
Capital Group Private Client Services
California
$79.8M +$3.17M +5,108 +4%
FF
367
Francis Financial
$79.1M -$63.4K -102 -0.1%
FW
368
Fidato Wealth
Ohio
$78.9M +$1.26M +2,024 +2%
CA
369
CoreCap Advisors
Michigan
$78.7M -$124K -199 -0.2%
MPW
370
MA Private Wealth
California
$76.6M -$13.5M -21,715 -15%
TCOT
371
Trust Company of Tennessee
Tennessee
$76.5M +$19.9M +32,056 +36%
GBT
372
Grove Bank & Trust
Florida
$76.2M +$1.16M +1,864 +2%
KCG
373
Kinsale Capital Group
Virginia
$76.1M +$20.3M +32,617 +37%
SWG
374
Summit Wealth Group
Vermont
$75.9M +$38.5K +62 +0.1%
EWM
375
Evermay Wealth Management
Virginia
$75.8M -$1.25M -2,014 -2%
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15
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