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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
351
Pinion Investment Advisors
Kansas
$87.4M +$1.97M +3,174 +2%
KWM
352
Kingsview Wealth Management
Oregon
$86M +$9.22M +14,843 +12%
EGWAG
353
Elwood & Goetz Wealth Advisory Group
Georgia
$85.1M -$201K -324 -0.2%
BCM
354
Brookstone Capital Management
Illinois
$83.9M +$6.24M +10,046 +8%
F4L
355
Fortune 45 LLC
Louisiana
$83.7M +$2.95M +4,746 +4%
DWP
356
Daymark Wealth Partners
Ohio
$83.4M +$24M +38,662 +41%
PCP
357
Proficio Capital Partners
Massachusetts
$82.8M -$58.9M -94,856 -42%
JFG
358
Jefferies Financial Group
New York
$82.4M +$192K +309 +0.2%
BC
359
Brio Consultants
California
$82.2M +$407K +655 +0.5%
HCPC
360
Hamilton Capital Partners (Canada)
$81.7M +$20.6M +33,149 +34%
CCM
361
Connective Capital Management
California
$81.6M +$80.9M +130,110 New
AWA
362
AmeriServ Wealth Advisors
Pennsylvania
$81.1M -$1.05M -1,691 -1%
MYIA
363
Mount Yale Investment Advisors
Colorado
$80.9M +$24.7M +39,700 +44%
SFO
364
Standard Family Office
South Dakota
$79.9M – – –
CGPCS
365
Capital Group Private Client Services
California
$79.8M +$3.17M +5,108 +4%
FF
366
Francis Financial
$79.1M -$63.4K -102 -0.1%
FW
367
Fidato Wealth
Ohio
$78.9M +$1.26M +2,024 +2%
CA
368
CoreCap Advisors
Michigan
$78.7M -$124K -199 -0.2%
MPW
369
MA Private Wealth
California
$76.6M -$13.5M -21,715 -15%
TCOT
370
Trust Company of Tennessee
Tennessee
$76.5M +$19.9M +32,056 +36%
GBT
371
Grove Bank & Trust
Florida
$76.2M +$1.16M +1,864 +2%
KCG
372
Kinsale Capital Group
Virginia
$76.1M +$20.3M +32,617 +37%
SWG
373
Summit Wealth Group
Vermont
$75.9M +$38.5K +62 +0.1%
EWM
374
Evermay Wealth Management
Virginia
$75.8M -$1.25M -2,014 -2%
SWM
375
Selective Wealth Management
Virginia
$75.6M -$1.9M -3,058 -3%
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