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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
426
Litman Gregory Wealth Management
California
$456K +$351K +1,768 +336%
NB
427
Nicolet Bankshares
Wisconsin
$450K +$449K +2,264 New
GWM
428
Geneos Wealth Management
Colorado
$439K +$9.92K +50 +2%
GIA
429
Guyasuta Investment Advisors
Pennsylvania
$437K – – –
FAB
430
First American Bank
Illinois
$434K – – –
EAM
431
Evanson Asset Management
California
$428K – – –
VWM
432
Venturi Wealth Management
Texas
$426K +$22.8K +115 +6%
PFM
433
Parsec Financial Management
North Carolina
$422K +$422K +2,126 New
PA
434
Pinnacle Associates
New York
$417K +$198K +1,000 +91%
RMAM
435
Raab & Moskowitz Asset Management
New Jersey
$410K +$129K +651 +46%
PL
436
Parthenon LLC
Kentucky
$408K +$39.7K +200 +11%
OIA
437
Optimum Investment Advisors
Illinois
$402K – – –
CIA
438
Covington Investment Advisors
Pennsylvania
$400K – – –
CCM
439
Catawba Capital Management
Virginia
$397K – – –
CS
440
Cannell & Spears
New York
$397K +$397K +2,000 New
SVCP
441
Silicon Valley Capital Partners
California
$393K +$1.78K +9 +0.5%
FHC
442
First Heartland Consultants
Missouri
$384K -$263K -1,326 -41%
B
443
BancorpSouth
Mississippi
$380K – – –
ECM
444
EagleClaw Capital Management
Massachusetts
$380K +$39.7K +200 +12%
NFG
445
Next Financial Group
Texas
$377K +$249K +1,255 +195%
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$375K -$19.8K -100 -5%
DSC
447
Duncker Streett & Co
Missouri
$375K +$5.16K +26 +1%
EFS
448
Essex Financial Services
Connecticut
$367K +$6.94K +35 +2%
BJL
449
Brighton Jones LLC
Washington
$359K +$358K +1,807 New
VCAM
450
Van Cleef Asset Management
Ohio
$353K – – –
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