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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
476
Stonehage Fleming Financial Services
Jersey
$9.8M -$189K -533 -2%
MLIC
477
Mandatum Life Insurance Company
Finland
$9.76M +$502K +1,416 +6%
TFCP
478
Twin Focus Capital Partners
Massachusetts
$9.76M -$132K -373 -1%
TWM
479
Tradition Wealth Management
Minnesota
$9.72M -$81.9K -231 -0.9%
SMC
480
Smith, Moore & Co
Missouri
$9.71M +$6.38K +18 +0.1%
KPWS
481
Kestra Private Wealth Services
Texas
$9.61M -$1.97M -5,560 -17%
VVP
482
Venture Visionary Partners
Ohio
$9.61M +$910K +2,566 +11%
LIA
483
LBMC Investment Advisors
Tennessee
$9.57M -$9.93K -28 -0.1%
PFM
484
Probabilities Fund Management
New York
$9.49M +$2.63M +7,420 +40%
RT
485
Rockland Trust
Massachusetts
$9.4M +$1.23M +3,472 +16%
OFG
486
Oxford Financial Group
Indiana
$9.39M -$73.8K -208 -0.8%
KPCM
487
Kings Point Capital Management
New York
$9.39M +$339K +956 +4%
KFGK
488
Keystone Financial Group (Kentucky)
Kentucky
$9.35M +$255K +719 +3%
COCM
489
Charter Oak Capital Management
New Hampshire
$9.33M -$756K -2,133 -8%
NB
490
NBT Bank
New York
$9.31M – – –
LNWTC
491
Laird Norton Wetherby Trust Company
Washington
$9.3M – – –
PAG
492
Private Advisory Group
Washington
$9.25M +$1.36M +3,829 +18%
SFG
493
Sunburst Financial Group
Alabama
$9.15M +$152K +429 +2%
MAS
494
Madden Advisory Services
Florida
$9.13M +$681K +1,920 +8%
CFMC
495
Curbstone Financial Management Corp
New Hampshire
$9.08M -$610K -1,720 -6%
WAM
496
WNY Asset Management
New York
$9.06M +$293K +827 +3%
LAS
497
Lloyd Advisory Services
Georgia
$9.02M -$386K -1,089 -4%
MW
498
Marcum Wealth
Ohio
$9M +$8.51M +23,989 +3,374%
NFG
499
Next Financial Group
Texas
$8.98M +$82.3K +232 +1%
LA
500
LVW Advisors
New York
$8.96M -$618K -1,742 -7%
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