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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
376
Elm Partners Management
Pennsylvania
$75.5M +$18.5M +29,814 +33%
FWP
377
Fiduciary Wealth Partners
Massachusetts
$75.5M -$794K -1,278 -1%
DF
378
Dunhill Financial
United Kingdom
$75.2M -$2.42M -3,890 -3%
SCA
379
Scott Capital Advisors
Oregon
$75.1M -$620K -997 -0.8%
BAM
380
BOCHK Asset Management
Hong Kong
$74.6M – – –
CCM
381
Ciovacco Capital Management
Georgia
$74.5M -$833K -1,340 -1%
OFS
382
Oldfather Financial Services
Nebraska
$73.6M -$1.75M -2,812 -2%
JWCA
383
J.W. Cole Advisors
Florida
$73.4M -$8.11M -13,052 -9%
SA
384
SoundView Advisors
Washington
$73.3M -$6.53M -10,514 -8%
LFG
385
Larson Financial Group
Missouri
$72.6M -$8.19M -13,184 -10%
HF
386
HRT Financial
New York
$72.6M +$57.2M +91,980 +387%
IRAG
387
Investment Research & Advisory Group
Georgia
$72.1M -$639K -1,029 -0.9%
PHWA
388
Petersen Hastings Wealth Advisors
Washington
$72.1M +$71.4M +114,916 New
AWM
389
Axxcess Wealth Management
California
$72M +$44.1M +71,010 +162%
FPTW
390
Franklin, Parlapiano, Turner & Welch
Texas
$71.9M -$3.11M -5,007 -4%
SAM
391
Standpoint Asset Management
Arizona
$71.9M -$2.49M -4,000 -3%
SI
392
Stephens Inc
Arkansas
$71.4M +$5.88M +9,458 +9%
CB
393
Commerce Bank
Missouri
$71M +$3.74M +6,014 +6%
PP
394
Prudential plc
United Kingdom
$71M – – –
C
395
Certuity
Florida
$70.9M +$3.93M +6,328 +6%
NIM
396
Northeast Investment Management
Massachusetts
$70.8M +$1.3M +2,087 +2%
FMI
397
Factory Mutual Insurance
Massachusetts
$70.8M -$40.6M -65,250 -37%
LSA
398
Lansing Street Advisors
Pennsylvania
$70.2M -$813K -1,308 -1%
DK
399
David Kennon
Florida
$70.1M -$1.64M -2,645 -2%
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$69.7M +$1.17M +1,883 +2%
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