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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
501
Ackerman Capital Advisors
Texas
$1.07M +$1.11M +4,656 New
RFWA
502
RPg Family Wealth Advisory
Massachusetts
$1.07M +$690K +2,885 +196%
MIH
503
Madison Investment Holdings
Wisconsin
$1.07M – – –
DIA
504
Dana Investment Advisors
Wisconsin
$1.07M +$1.04M +4,351 New
IGGA
505
Iron Gate Global Advisors
Utah
$1.06M -$104K -436 -9%
KTC
506
Kistler-Tiffany Companies
Pennsylvania
$1.06M +$125K +521 +14%
LA
507
LVW Advisors
New York
$1.06M – – –
RPC
508
Rossmore Private Capital
Connecticut
$1.06M +$1.03M +4,307 New
GA
509
Greytown Advisors
Florida
$1.05M – – –
GC
510
Gibson Capital
Pennsylvania
$1.05M – – –
BAM
511
Barrett Asset Management
New York
$1.04M – – –
AMCA
512
Arthur M. Cohen & Associates
Illinois
$1.03M +$1.08M +4,500 New
BJL
513
Brighton Jones LLC
Washington
$1.03M -$4.54K -19 -0.4%
CCM
514
Colorado Capital Management
Colorado
$1.03M – – –
HCA
515
Horan Capital Advisors
Ohio
$1.02M -$15.1K -63 -1%
CS
516
Cannell & Spears
New York
$1.01M +$92K +385 +10%
HL
517
HeadInvest LLC
Maine
$1.01M – – –
MBT
518
Montecito Bank & Trust
California
$995K +$228K +954 +31%
ZCA
519
Zeke Capital Advisors
Pennsylvania
$991K +$516K +2,157 +114%
WWM
520
Windsor Wealth Management
Indiana
$986K +$961K +4,021 New
VHAM
521
Van Hulzen Asset Management
California
$984K -$199K -831 -17%
BMO
522
Beck Mack & Oliver
New York
$977K -$4.78K -20 -0.5%
CCMG
523
Clark Capital Management Group
Pennsylvania
$977K +$952K +3,982 New
NAMP
524
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$971K +$59.8K +250 +7%
CIA
525
Choate Investment Advisors
Massachusetts
$966K – – –
19 20
21
22 23