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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
401
Pachira Investments
California
$13.3M +$538K +1,516 +4%
BCI
402
Brinker Capital Investments
Pennsylvania
$13.3M +$7.83M +22,082 +153%
NCG
403
Newport Capital Group
New Jersey
$13.2M +$291K +820 +2%
RWMH
404
Riverpoint Wealth Management Holdings
Illinois
$13.2M -$78K -220 -0.6%
CI
405
Conning Inc
Connecticut
$13.2M +$707K +1,994 +6%
AL
406
ADE LLC
Maryland
$13.1M +$480K +1,353 +4%
OC
407
Oppenheimer & Co
New York
$13.1M -$139K -391 -1%
SWM
408
SigFig Wealth Management
California
$13M +$2.34M +6,603 +23%
RCS
409
Retirement Capital Strategies
California
$12.9M -$2.88M -8,123 -19%
IWC
410
Integrated Wealth Concepts
Massachusetts
$12.9M +$1.84M +5,189 +17%
HAS
411
HBW Advisory Services
California
$12.8M +$1.03M +2,893 +9%
ZF
412
Zhang Financial
Michigan
$12.8M +$1.85M +5,208 +17%
FMC
413
First Merchants Corp
Indiana
$12.7M +$26.6K +75 +0.2%
HIM
414
HawsGoodwin Investment Management
Tennessee
$12.6M -$139K -393 -1%
S
415
Schroders
United Kingdom
$12.5M – – –
AAM
416
Autus Asset Management
Arizona
$12.5M +$1.71M +4,828 +16%
PCM
417
Parsons Capital Management
Rhode Island
$12.4M -$570K -1,606 -5%
PFO
418
Pathstone Family Office
New Jersey
$12.4M +$750K +2,116 +7%
FA
419
Fermata Advisors
California
$12.4M +$12.1M +34,030 New
WP
420
WealthShield Partners
North Carolina
$12.4M -$3.51M -9,888 -23%
MIAN
421
Mariner Independent Advisor Network
Kansas
$12.3M +$1.81M +5,092 +18%
KW
422
KWB Wealth
California
$12.2M -$2.05M -5,768 -15%
CPA
423
Clear Perspective Advisors
Illinois
$12.2M +$65.2K +184 +0.6%
SAM
424
Secure Asset Management
Michigan
$12.1M +$2.59M +7,297 +28%
SWM
425
Southern Wealth Management
Texas
$12M +$232K +654 +2%
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