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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
426
Geneos Wealth Management
Colorado
$35.9M +$3.57M +7,426 +12%
FSCM
427
Front Street Capital Management
Montana
$35.6M +$2.28M +4,744 +7%
GT
428
Greenleaf Trust
Michigan
$35.4M -$497K -1,033 -1%
MFIMFI
429
Mesirow Financial Investment Management - Fixed Income
Illinois
$35.3M -$2.19M -4,552 -6%
EWS
430
Eagle Wealth Strategies
New Jersey
$35.1M +$323K +672 +1%
BCM
431
Brookstone Capital Management
Illinois
$35M +$5.42M +11,273 +20%
BHWA
432
Beacon Harbor Wealth Advisors
Virginia
$35M +$542K +1,127 +2%
SWM
433
SigFig Wealth Management
California
$34.9M -$1.82M -3,772 -5%
AWA
434
Arete Wealth Advisors
Illinois
$34.9M +$644K +1,338 +2%
PFM
435
Phillips Financial Management
Indiana
$34.8M -$905K -1,881 -3%
MTWSIF
436
Mivtachim The Workers Social Insurance Fund
Israel
$34.7M +$12.5M +25,884 +60%
SAM
437
Securian Asset Management
Minnesota
$34.6M -$914K -1,900 -3%
MCC
438
Money Concepts Capital
Florida
$34.6M +$679K +1,412 +2%
FPCP
439
Fort Point Capital Partners
California
$34.6M +$1.39M +2,880 +4%
SW
440
SVB Wealth
Massachusetts
$34.4M -$33.4M -69,439 -50%
UOC
441
University of Chicago
Illinois
$34.3M +$25.1M +52,143 +320%
BRWA
442
B. Riley Wealth Advisors
Florida
$34.3M -$3.26M -6,775 -9%
AA
443
Aufman Associates
Pennsylvania
$33.8M -$961K -1,997 -3%
DF
444
Dunhill Financial
United Kingdom
$33.6M +$1.63M +3,389 +5%
NAS
445
NWF Advisory Services
California
$33.5M +$529K +1,100 +2%
ZIG
446
Zurich Insurance Group
Switzerland
$33M +$4.78M +9,940 +17%
KWM
447
Kingsview Wealth Management
Oregon
$33M +$5.73M +11,908 +22%
VA
448
Vident Advisory
Georgia
$32.9M +$1.92M +3,998 +6%
AW
449
Avion Wealth
Texas
$32.6M -$926K -1,924 -3%
RWP
450
RWA Wealth Partners
Massachusetts
$32.6M +$5.04M +10,464 +19%
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