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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
401
Ciovacco Capital Management
Georgia
$80.3M +$1.33M +1,997 +2%
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$79.8M -$9.71M -14,561 -11%
NIM
403
Northeast Investment Management
Massachusetts
$79.7M +$727K +1,090 +0.9%
KPWS
404
Kestra Private Wealth Services
Texas
$79.4M +$5.67M +8,512 +8%
SA
405
SoundView Advisors
Washington
$79.3M +$1.64M +2,453 +2%
AAP
406
Arax Advisory Partners
Colorado
$79.2M +$41M +61,517 +114%
BP
407
Ballentine Partners
Massachusetts
$79.1M +$646K +969 +0.8%
JFG
408
Jefferies Financial Group
New York
$79.1M +$18.3M +27,499 +31%
AF
409
Allworth Financial
California
$78.9M -$632K -948 -0.8%
SAM
410
Standpoint Asset Management
Arizona
$78.5M +$2.47M +3,700 +3%
SI
411
Stephens Inc
Arkansas
$77.8M +$1.35M +2,026 +2%
DK
412
David Kennon
Florida
$77.8M -$103K -154 -0.1%
C
413
Certuity
Florida
$77.7M +$427K +640 +0.6%
PAMP
414
Polar Asset Management Partners
Ontario, Canada
$77.7M +$75.4M +113,098 New
MCC
415
Money Concepts Capital
Florida
$77.4M +$6.95M +10,419 +10%
IA
416
IFG Advisors
Missouri
$77.1M +$5.93M +8,889 +9%
WPA
417
West Paces Advisors
Georgia
$76.8M +$728K +1,092 +1%
AA
418
AJ Advisors
Tennessee
$76.7M +$1.86M +2,786 +3%
GPW
419
Gentry Private Wealth
Kansas
$76.5M +$1.93M +2,890 +3%
LSA
420
Lansing Street Advisors
Pennsylvania
$76.2M +$4.42M +6,633 +6%
CA
421
CoreCap Advisors
Michigan
$75.8M -$30.2M -45,284 -29%
LA
422
Legacy Advisors
Pennsylvania
$75.5M +$39.7M +59,600 +118%
TS
423
TradeWell Securities
Indiana
$75.1M +$1.12M +1,687 +2%
SWM
424
Selective Wealth Management
Virginia
$75.1M +$501K +752 +0.7%
FPTW
425
Franklin, Parlapiano, Turner & Welch
Texas
$74.4M -$2.22M -3,324 -3%
15 16
17
18 19