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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
451
West Paces Advisors
Georgia
$10.4M +$2.5M +7,666 +34%
IWC
452
Integrated Wealth Concepts
Massachusetts
$10.3M +$2.01M +6,172 +26%
ZF
453
Zhang Financial
Michigan
$10.2M +$217K +666 +2%
MFA
454
McClarren Financial Advisors
Pennsylvania
$10.2M +$9.71M +29,797 New
PWLP
455
Prio Wealth Limited Partnership
Massachusetts
$10.2M +$189K +579 +2%
BL
456
Balentine LLC
Georgia
$10.2M +$217K +666 +2%
AAM
457
Autus Asset Management
Arizona
$10.1M -$1.92M -5,889 -17%
CBB
458
Citizens Business Bank
California
$10.1M -$441K -1,352 -4%
SWM
459
SigFig Wealth Management
California
$10M +$2.72M +8,329 +40%
CPIA
460
Cornell Pochily Investment Advisors
New York
$10M +$178K +546 +23%
MCM
461
Manchester Capital Management
Vermont
$9.96M -$124K -381 -1%
AC
462
Avory & Company
Florida
$9.9M +$9.39M +28,810 New
MWM
463
Madison Wealth Management
Ohio
$9.88M +$136K +418 +1%
MIAN
464
Mariner Independent Advisor Network
Kansas
$9.86M +$914K +2,805 +11%
WI
465
Wintrust Investments
Illinois
$9.8M +$71.4K +219 +0.8%
VAM
466
Verity Asset Management
North Carolina
$9.78M +$6.39M +19,606 +222%
BAM
467
Brave Asset Management
New Jersey
$9.77M +$6.76M +20,742 +270%
SLT
468
St Louis Trust
Missouri
$9.76M -$219K -671 -2%
AIIMS
469
Analyst IMS Investment Management Services
Israel
$9.66M +$4.4M +13,487 +92%
MWM
470
Modera Wealth Management
New Jersey
$9.55M +$7.48M +22,947 +473%
COCM
471
Charter Oak Capital Management
New Hampshire
$9.54M +$9.04M +27,744 New
APA
472
American Portfolios Advisors
New York
$9.45M -$715K -2,194 -7%
WA
473
Waverly Advisors
Alabama
$9.44M -$96.2K -295 -1%
SFFS
474
Stonehage Fleming Financial Services
Jersey
$9.43M – – –
TFCP
475
Twin Focus Capital Partners
Massachusetts
$9.33M +$3.56M +10,909 +67%
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