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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
401
BerganKDV Wealth Management
Minnesota
$12.6M +$960K +2,945 +9%
RWMH
402
Riverpoint Wealth Management Holdings
Illinois
$12.5M -$760K -2,332 -6%
UOC
403
University of Chicago
Illinois
$12.5M – – –
FPWM
404
FSB Premier Wealth Management
Iowa
$12.5M +$11.8M +36,320 New
OC
405
Oppenheimer & Co
New York
$12.5M +$489K +1,499 +4%
IA
406
IFP Advisors
Florida
$12.4M +$6.61M +20,278 +127%
PCM
407
Parsons Capital Management
Rhode Island
$12.2M +$293K +899 +3%
NCG
408
Newport Capital Group
New Jersey
$12.2M +$11.5M +35,389 New
PCG
409
Private Capital Group
Connecticut
$12.1M -$158K -484 -1%
AWM
410
Avior Wealth Management
Nebraska
$12M +$474K +1,455 +4%
PI
411
Pachira Investments
California
$12M -$280K -860 -2%
IHL
412
Investment House LLC
California
$12M +$11.4M +35,000 New
HIM
413
HawsGoodwin Investment Management
Tennessee
$12M -$543K -1,667 -5%
FMC
414
First Merchants Corp
Indiana
$11.9M +$989K +3,035 +10%
AL
415
ADE LLC
Maryland
$11.9M +$11.3M +34,649 New
S
416
Schroders
United Kingdom
$11.8M – – –
BRWA
417
B. Riley Wealth Advisors
Florida
$11.7M -$9.13M -28,006 -45%
CI
418
Conning Inc
Connecticut
$11.7M +$1.06M +3,249 +11%
VRM
419
Vectors Research Management
New York
$11.7M +$1.92M +5,893 +21%
CST
420
Charles Schwab Trust
Nevada
$11.6M +$739K +2,266 +7%
FPCP
421
Fort Point Capital Partners
California
$11.5M -$2.38M -7,315 -18%
SFPM
422
Sensible Financial Planning & Management
Massachusetts
$11.4M -$722K -2,214 -6%
CPA
423
Clear Perspective Advisors
Illinois
$11.4M -$286K -876 -3%
SF
424
Synovus Financial
Georgia
$11.1M -$2.5M -7,657 -19%
HAS
425
HBW Advisory Services
California
$11.1M +$1.62M +4,974 +18%
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