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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
476
Crumly & Associates
Illinois
$4.23M +$5M +17,858 New
GIA
477
Gladstone Institutional Advisory
Florida
$4.22M +$1.28M +4,563 +34%
MI
478
Mercer Investments
Massachusetts
$4.22M +$472K +1,686 +10%
SIA
479
Strategic Investment Advisors
Michigan
$4.22M +$590K +2,104 +13%
PP
480
Patten & Patten
Tennessee
$4.21M -$841 -3 -0%
HP
481
Hikari Power
Japan
$4.18M -$9.33M -33,300 -65%
AF
482
Apexium Financial
Texas
$4.16M +$3.03M +10,820 +161%
BTW
483
Boston Trust Walden
Massachusetts
$4.14M -$1.76M -6,287 -26%
PA
484
Pinnacle Associates
New York
$4.14M +$2.54M +9,051 +107%
ST
485
Spinnaker Trust
Maine
$4.13M +$354K +1,262 +8%
TC
486
TAP Consulting
Missouri
$4.08M -$102K -363 -2%
MGIA
487
Moneta Group Investment Advisors
Missouri
$4.05M +$2.39M +8,533 +100%
NFC
488
Northeast Financial Consultants
Connecticut
$4.05M +$81K +289 +2%
HAS
489
HBW Advisory Services
California
$4M +$232K +828 +6%
RPC
490
Rossmore Private Capital
Connecticut
$3.98M +$256K +915 +7%
CCM
491
Chilton Capital Management
Texas
$3.96M -$411K -1,466 -8%
CSIC
492
Clifford Swan Investment Counsel
California
$3.92M +$4.38M +15,644 +1,738%
EWA
493
EP Wealth Advisors
California
$3.91M +$844K +3,014 +22%
G
494
Gainplan
Michigan
$3.86M +$569K +2,031 +14%
BWP
495
BSW Wealth Partners
Colorado
$3.83M -$138K -493 -3%
OPS
496
Orion Portfolio Solutions
Nebraska
$3.79M -$4.91M -17,510 -52%
TFCP
497
Twin Focus Capital Partners
Massachusetts
$3.77M -$15.5M -55,443 -78%
ECM
498
Evergreen Capital Management
Washington
$3.74M +$236K +841 +6%
LGWM
499
Litman Gregory Wealth Management
California
$3.74M +$1.04M +3,695 +31%
AIA
500
Alera Investment Advisors
Illinois
$3.72M -$163K -583 -4%
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