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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
376
Selective Wealth Management
Virginia
$75.6M -$1.9M -3,058 -3%
EPM
377
Elm Partners Management
Pennsylvania
$75.5M +$18.5M +29,814 +33%
FWP
378
Fiduciary Wealth Partners
Massachusetts
$75.5M -$794K -1,278 -1%
DF
379
Dunhill Financial
United Kingdom
$75.2M -$2.42M -3,890 -3%
SCA
380
Scott Capital Advisors
Oregon
$75.1M -$620K -997 -0.8%
BAM
381
BOCHK Asset Management
Hong Kong
$74.6M – – –
CCM
382
Ciovacco Capital Management
Georgia
$74.5M -$833K -1,340 -1%
OFS
383
Oldfather Financial Services
Nebraska
$73.6M -$1.75M -2,812 -2%
JWCA
384
J.W. Cole Advisors
Florida
$73.4M -$8.11M -13,052 -9%
SA
385
SoundView Advisors
Washington
$73.3M -$6.53M -10,514 -8%
LFG
386
Larson Financial Group
Missouri
$72.6M -$8.19M -13,184 -10%
HF
387
HRT Financial
New York
$72.6M +$57.2M +91,980 +387%
IRAG
388
Investment Research & Advisory Group
Georgia
$72.1M -$639K -1,029 -0.9%
PHWA
389
Petersen Hastings Wealth Advisors
Washington
$72.1M +$71.4M +114,916 New
AWM
390
Axxcess Wealth Management
California
$72M +$44.1M +71,010 +162%
FPTW
391
Franklin, Parlapiano, Turner & Welch
Texas
$71.9M -$3.11M -5,007 -4%
SAM
392
Standpoint Asset Management
Arizona
$71.9M -$2.49M -4,000 -3%
SI
393
Stephens Inc
Arkansas
$71.4M +$5.88M +9,458 +9%
CB
394
Commerce Bank
Missouri
$71M +$3.74M +6,014 +6%
PP
395
Prudential plc
United Kingdom
$71M – – –
C
396
Certuity
Florida
$70.9M +$3.93M +6,328 +6%
NIM
397
Northeast Investment Management
Massachusetts
$70.8M +$1.3M +2,087 +2%
FMI
398
Factory Mutual Insurance
Massachusetts
$70.8M -$40.6M -65,250 -37%
LSA
399
Lansing Street Advisors
Pennsylvania
$70.2M -$813K -1,308 -1%
DK
400
David Kennon
Florida
$70.1M -$1.64M -2,645 -2%
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