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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
401
MYCIO Wealth Partners
Pennsylvania
$3.06M +$176K +673 +6%
EWM
402
Evercore Wealth Management
New York
$3.06M +$47.4K +181 +2%
GH
403
GAM Holding
Switzerland
$3.04M – – –
FHA
404
First Horizon Advisors
Tennessee
$2.99M -$157K -599 -5%
UOTTAIMCU
405
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.98M -$372K -1,420 -11%
ECM
406
Evergreen Capital Management
Washington
$2.98M +$150K +575 +5%
SBH
407
Segall Bryant & Hamill
Illinois
$2.96M -$1.46M -5,579 -33%
MI
408
Mercer Investments
Massachusetts
$2.96M -$593K -2,266 -17%
RPC
409
Rossmore Private Capital
Connecticut
$2.92M +$273K +1,043 +11%
FTUS
410
Flow Traders U.S.
New York
$2.9M +$2.84M +10,858 New
EHC
411
Everett Harris & Co
California
$2.82M -$26.2K -100 -0.9%
PFO
412
Pathstone Family Office
New Jersey
$2.8M +$6.54K +25 +0.2%
WPP
413
Whalerock Point Partners
Rhode Island
$2.8M +$42.4K +162 +2%
GWS
414
Glassman Wealth Services
Virginia
$2.79M +$262 +1 +0%
CS
415
Comerica Securities
Michigan
$2.76M +$304K +1,163 +13%
RCA
416
Rowland Carmichael Advisors
Arizona
$2.73M +$58.1K +222 +2%
CL
417
CPWM LLC
Washington
$2.73M – – –
SIC
418
Sigma Investment Counselors
Michigan
$2.71M -$8.64K -33 -0.3%
BCM
419
Brookstone Capital Management
Illinois
$2.63M -$107K -408 -4%
FHB
420
First Hawaiian Bank
Hawaii
$2.62M +$446K +1,703 +21%
MWM
421
Mission Wealth Management
California
$2.58M +$574K +2,193 +29%
HNB
422
Huntington National Bank
Ohio
$2.56M – – –
A
423
AdvicePeriod
California
$2.56M +$574K +2,192 +30%
AIC
424
Ayalon Insurance Company
Israel
$2.52M -$188K -720 -7%
MWM
425
Merriman Wealth Management
Washington
$2.48M -$1.38M -5,263 -36%
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