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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
476
Perigon Wealth Management
California
$15.8M +$4.48M +10,623 +42%
PCM
477
Parsons Capital Management
Rhode Island
$15.8M +$924K +2,189 +6%
APA
478
American Portfolios Advisors
New York
$15.5M +$758K +1,796 +5%
SC
479
Scotia Capital
Ontario, Canada
$15.3M +$1.25M +2,970 +9%
GC
480
GFG Capital
Florida
$15.3M -$1.9M -4,500 -11%
NR
481
Newfound Research
Massachusetts
$15.3M +$4.9M +11,615 +50%
FMC
482
First Merchants Corp
Indiana
$15.3M +$30.8K +73 +0.2%
VFA
483
Valeo Financial Advisors
Indiana
$15.2M +$4.74M +11,240 +47%
FA
484
Fiducient Advisors
Illinois
$15.2M -$227K -537 -2%
PWLP
485
Prio Wealth Limited Partnership
Massachusetts
$15.2M +$718K +1,701 +5%
ACM
486
Ategra Capital Management
Virginia
$15.1M +$568K +1,346 +4%
NSIM
487
North Star Investment Management
Illinois
$15.1M +$515K +1,220 +4%
FHA
488
Flagship Harbor Advisors
Massachusetts
$15.1M +$6.18M +14,638 +73%
AO
489
Advisor OS
Illinois
$15M -$5.26M -12,458 -27%
SWM
490
Sendero Wealth Management
Texas
$14.9M +$14.4M +34,230 New
WPW
491
Waldron Private Wealth
Pennsylvania
$14.9M -$530K -1,255 -4%
CL
492
CPWM LLC
Washington
$14.9M +$15.9M +37,683 New
PI
493
Pachira Investments
California
$14.8M +$69.7K +165 +0.5%
VST
494
Van Strum & Towne
California
$14.8M -$943K -2,235 -6%
AF
495
Advisornet Financial
Minnesota
$14.8M +$6.1M +14,451 +74%
RWMH
496
Riverpoint Wealth Management Holdings
Illinois
$14.8M -$203K -481 -1%
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$14.6M -$511K -1,210 -4%
AAM
498
Autus Asset Management
Arizona
$14.5M -$148K -350 -1%
CWA
499
Canvas Wealth Advisors
Kansas
$14.5M +$1.01M +2,386 +8%
SFPM
500
Sensible Financial Planning & Management
Massachusetts
$14.3M +$786K +1,863 +6%
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