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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
451
Ritholtz Wealth Management
New York
$3.56M +$42.9K +162 +1%
SBH
452
Segall Bryant & Hamill
Illinois
$3.51M +$100K +379 +3%
DAS
453
Dynamic Advisor Solutions
Arizona
$3.39M -$418K -1,581 -11%
PFA
454
Paradigm Financial Advisors
Missouri
$3.34M -$166K -626 -5%
CAMG
455
CWA Asset Management Group
Florida
$3.33M +$2.12M +8,030 +184%
IFA
456
Interactive Financial Advisors
Illinois
$3.3M +$1.19M +4,492 +58%
ESB
457
Essex Savings Bank
Connecticut
$3.28M +$618K +2,336 +24%
DWM
458
Dakota Wealth Management
Florida
$3.28M -$505K -1,910 -14%
HCM
459
Hollencrest Capital Management
California
$3.27M +$1.14M +4,322 +55%
LGWM
460
Litman Gregory Wealth Management
California
$3.23M -$253K -958 -7%
RPC
461
Rossmore Private Capital
Connecticut
$3.21M +$108K +408 +4%
CWM
462
Concentric Wealth Management
California
$3.2M -$423K -1,600 -12%
FHA
463
Flagship Harbor Advisors
Massachusetts
$3.17M -$543K -2,052 -15%
CWM
464
Connecticut Wealth Management
Connecticut
$3.17M -$27K -102 -0.9%
WP
465
WealthSource Partners
California
$3.16M -$159K -600 -5%
SIC
466
Sigma Investment Counselors
Michigan
$3.15M +$316K +1,196 +11%
CCA
467
Cobblestone Capital Advisors
New York
$3.14M -$738K -2,790 -19%
DCM
468
Disciplina Capital Management
Tennessee
$3.08M -$317K -1,200 -10%
CL
469
CPWM LLC
Washington
$3.08M +$324K +1,225 +12%
UOTTAIMCU
470
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.07M +$69.8K +264 +2%
IWC
471
Integrated Wealth Concepts
Massachusetts
$3.05M +$432K +1,634 +11%
SWM
472
SVA Wealth Management
Wisconsin
$2.99M -$16.7K -63 -0.6%
MWC
473
MBM Wealth Consultants
Missouri
$2.98M -$11.6K -44 -0.4%
G
474
GenTrust
Florida
$2.98M -$1.31M -4,960 -31%
AIC
475
Ayalon Insurance Company
Israel
$2.95M +$114K +432 +4%
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