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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
426
HBW Advisory Services
California
$14.4M +$312K +770 +2%
PIMJS
427
PKO Investment Management Joint-Stock
Poland
$14.3M +$2.62M +6,456 +22%
VST
428
Van Strum & Towne
California
$14.3M -$424K -1,045 -3%
TW
429
Transform Wealth
Colorado
$14.3M +$12.6M +31,094 +612%
WPW
430
Waldron Private Wealth
Pennsylvania
$14M +$10.5M +25,852 +272%
FA
431
Fiducient Advisors
Illinois
$14M +$1.85M +4,572 +15%
RG
432
Rathbones Group
United Kingdom
$14M -$2.27M -5,588 -14%
FMC
433
First Merchants Corp
Indiana
$13.8M +$36.1K +89 +0.3%
EFSCE
434
Enterprise Financial Services Corp (EFSC)
Missouri
$13.6M -$498K -1,227 -3%
S
435
Schroders
United Kingdom
$13.6M – – –
BCI
436
Brinker Capital Investments
Pennsylvania
$13.5M -$11K -27 -0.1%
RWMH
437
Riverpoint Wealth Management Holdings
Illinois
$13.5M -$1.11M -2,740 -7%
PCM
438
Parsons Capital Management
Rhode Island
$13.4M -$93.7K -231 -0.7%
PI
439
Pachira Investments
California
$13.3M -$92.1K -227 -0.7%
AAM
440
Autus Asset Management
Arizona
$13.3M +$259K +639 +2%
APA
441
American Portfolios Advisors
New York
$13.3M +$2.55M +6,280 +23%
SWM
442
Southern Wealth Management
Texas
$13.3M +$229K +564 +2%
ACM
443
AlphaStar Capital Management
North Carolina
$13.2M +$7.23M +17,824 +124%
NSIM
444
North Star Investment Management
Illinois
$13.2M +$249K +614 +2%
ACM
445
Ategra Capital Management
Virginia
$13.1M -$256K -632 -2%
CPA
446
Clear Perspective Advisors
Illinois
$13.1M +$379K +934 +3%
UOC
447
University of Chicago
Illinois
$13.1M +$2.98M +7,346 +29%
PWLP
448
Prio Wealth Limited Partnership
Massachusetts
$13M +$499K +1,230 +4%
HIM
449
HawsGoodwin Investment Management
Tennessee
$13M +$517K +1,275 +4%
TWM
450
Tradition Wealth Management
Minnesota
$13M +$1.2M +2,946 +10%
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