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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
376
Rockbridge Investment Management
New York
$9.45M +$8.97M +33,323 New
BC
377
Brinker Capital
Pennsylvania
$9.38M -$3.42M -12,713 -28%
FFC
378
First Financial Corp
Indiana
$9.35M -$511K -1,897 -5%
SC
379
Schoolcraft Capital
Colorado
$9.35M -$205K -762 -2%
MFS
380
Madrona Financial Services
Washington
$9.25M +$296K +1,099 +3%
EWM
381
Endurance Wealth Management
Rhode Island
$9.25M -$43.1K -160 -0.5%
MMA
382
Miracle Mile Advisors
California
$9.2M +$8.26M +30,683 +1,724%
TF
383
Tompkins Financial
New York
$9.2M +$368K +1,367 +4%
CST
384
Charles Schwab Trust
Nevada
$9.09M +$1.3M +4,845 +18%
PFA
385
Professional Financial Advisors
Nebraska
$9.07M +$8.62M +32,007 New
SPC
386
Sigma Planning Corp
Michigan
$9.02M +$3.2M +11,879 +60%
OIA
387
OneDigital Investment Advisors
Kansas
$9.02M -$95.3K -354 -1%
BSAM
388
Blue Square Asset Management
New York
$9.01M -$1.63M -6,040 -16%
CB
389
Commerce Bank
Missouri
$8.99M +$2.33M +8,638 +37%
CBB
390
Citizens Business Bank
California
$8.87M +$753K +2,796 +10%
CAS
391
Cascadia Advisory Services
Oregon
$8.83M +$8.38M +31,141 New
CAG
392
Crestwood Advisors Group
Massachusetts
$8.81M -$154K -572 -2%
GG
393
GenWealth Group
New Jersey
$8.79M +$1.39M +5,151 +20%
MCM
394
Manchester Capital Management
Vermont
$8.78M -$11.2M -41,714 -57%
VWA
395
V Wealth Advisors
Kansas
$8.71M -$1.89M -7,029 -19%
BC
396
Burney Company
Virginia
$8.66M +$46.8K +174 +0.6%
FPCP
397
Fort Point Capital Partners
California
$8.65M -$736K -2,734 -8%
PWLP
398
Prio Wealth Limited Partnership
Massachusetts
$8.62M +$3.26M +12,130 +66%
SL
399
Salomon & Ludwin
Virginia
$8.61M +$7.92M +29,431 +3,144%
LIM
400
Leavell Investment Management
Alabama
$8.56M +$24.2K +90 +0.3%
14 15
16
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