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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
A
451
AdvicePeriod
California
$1.85M -$644K -2,593 -26%
SLG
452
Stanley-Laman Group
Pennsylvania
$1.83M +$5.46K +22 +0.3%
SCA
453
Stokes Capital Advisors
South Carolina
$1.83M -$65.5K -264 -3%
NFC
454
Northeast Financial Consultants
Connecticut
$1.82M – – –
AFM
455
Andesa Financial Management
Pennsylvania
$1.81M -$82.9K -334 -4%
SWM
456
Stockman Wealth Management
Montana
$1.81M -$4.75M -19,120 -73%
WB
457
WesBanco Bank
West Virginia
$1.75M -$116K -467 -6%
FMC
458
First Merchants Corp
Indiana
$1.74M -$4.56M -18,382 -73%
RFWA
459
RPg Family Wealth Advisory
Massachusetts
$1.7M +$264K +1,063 +19%
ISL
460
Ingalls & Snyder LLC
New York
$1.69M +$36K +145 +2%
H
461
HoyleCohen
California
$1.69M +$80.4K +324 +5%
CGL
462
Clarius Group LLC
Washington
$1.68M – – –
PFA
463
Paradigm Financial Advisors
Missouri
$1.66M +$177K +714 +12%
PG
464
Proffitt & Goodson
Tennessee
$1.65M – – –
CAG
465
Csenge Advisory Group
Florida
$1.65M +$773K +3,115 +90%
CCT
466
Capital City Trust
Florida
$1.62M – – –
FTI
467
Fiduciary Trust International
Massachusetts
$1.6M +$851K +3,427 +114%
DWM
468
Darwin Wealth Management
Florida
$1.59M +$391K +1,575 +33%
KA
469
Klingman & Associates
New York
$1.58M +$533K +2,146 +51%
BCA
470
Bernzott Capital Advisors
California
$1.57M – – –
RWM
471
Ritholtz Wealth Management
New York
$1.57M +$1.2M +4,821 +331%
BMCM
472
Bryn Mawr Capital Management
Pennsylvania
$1.56M +$4.96K +20 +0.3%
JGIA
473
Jackson Grant Investment Advisers
Connecticut
$1.56M -$221K -890 -12%
IUHSA
474
Itau Unibanco Holding S.A.
Brazil
$1.56M +$496K +2,000 +47%
ZIM
475
Zacks Investment Management
Illinois
$1.54M +$269K +1,085 +21%
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19
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