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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
376
Roundview Capital
New Jersey
$15.2M +$1.24M +3,484 +9%
VST
377
Van Strum & Towne
California
$15.1M -$397K -1,120 -3%
SLF
378
Sun Life Financial
Ontario, Canada
$15.1M – – –
DCM
379
DeGreen Capital Management
Arizona
$15M +$19.3M +54,370 +512%
VAM
380
Verity Asset Management
North Carolina
$14.9M +$4.41M +12,444 +44%
AAMC
381
Asset Allocation & Management Company
Illinois
$14.9M +$1.35M +3,800 +10%
RG
382
Rathbones Group
United Kingdom
$14.8M +$214K +603 +2%
BSAM
383
Blue Square Asset Management
New York
$14.7M -$1.02M -2,871 -7%
MFP
384
Meridian Financial Partners
Virginia
$14.7M +$659K +1,858 +5%
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$14.6M -$35.5K -100 -0.2%
EPA
386
Element Pointe Advisors
Florida
$14.6M -$578K -1,630 -4%
BSA
387
Braun Stacey Associates
New York
$14.5M -$191K -540 -1%
WPA
388
West Paces Advisors
Georgia
$14.5M +$3.46M +9,770 +32%
BWM
389
BerganKDV Wealth Management
Minnesota
$14.2M +$835K +2,354 +6%
ORIO
390
Old Republic International (ORI)
Illinois
$14.2M – – –
ZIG
391
Zurich Insurance Group
Switzerland
$14.2M -$1.54M -4,335 -10%
BC
392
Burleson & Co
California
$14.2M +$711K +2,006 +5%
CL
393
CPWM LLC
Washington
$14.1M +$224K +632 +2%
DCM
394
Disciplina Capital Management
Tennessee
$14M – – –
RIM
395
Rockbridge Investment Management
New York
$13.9M +$173K +489 +1%
GRP
396
Global Retirement Partners
California
$13.8M -$73.4K -207 -0.5%
AWM
397
Avior Wealth Management
Nebraska
$13.8M +$974K +2,746 +8%
BRWA
398
B. Riley Wealth Advisors
Florida
$13.6M +$1.11M +3,127 +9%
CAM
399
Cresset Asset Management
Illinois
$13.5M -$2.69M -7,596 -17%
VC
400
Vicus Capital
Pennsylvania
$13.5M +$5.97M +16,835 +83%
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