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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
501
Kore Private Wealth
New York
$3.97M +$811K +2,867 +27%
LA
502
Legacy Advisors
Pennsylvania
$3.96M – – –
GIA
503
Gladstone Institutional Advisory
Florida
$3.93M -$905K -3,198 -19%
WB
504
WesBanco Bank
West Virginia
$3.88M +$854K +3,019 +30%
WWM
505
Windsor Wealth Management
Indiana
$3.87M +$7.64K +27 +0.2%
KM
506
Kalos Management
Georgia
$3.87M +$3.69M +13,058 New
SSW
507
Smith Shellnut Wilson
Mississippi
$3.86M -$61.1K -216 -2%
ADL
508
Asset Dedication LLC
California
$3.86M +$3.43M +12,110 +1,290%
CCA
509
Column Capital Advisors
Indiana
$3.84M +$234M +826,048 New
AIM
510
Anchor Investment Management
South Carolina
$3.84M +$55.7K +197 +2%
SBH
511
Segall Bryant & Hamill
Illinois
$3.84M – – –
EWA
512
Exencial Wealth Advisors
Oklahoma
$3.81M +$1.8M +6,356 +97%
OWA
513
Outlook Wealth Advisors
Texas
$3.69M +$189K +669 +6%
FPCP
514
Fort Point Capital Partners
California
$3.67M -$302K -1,067 -8%
WIA
515
World Investment Advisors
California
$3.64M +$2.92M +10,308 +520%
LGWM
516
Litman Gregory Wealth Management
California
$3.58M +$21.2K +75 +0.6%
TI
517
Trexquant Investment
Connecticut
$3.57M +$2.05M +7,236 +150%
FHB
518
First Hawaiian Bank
Hawaii
$3.56M +$2.31M +8,158 +210%
BRWM
519
B. Riley Wealth Management
Tennessee
$3.52M +$343K +1,212 +11%
DAS
520
Dynamic Advisor Solutions
Arizona
$3.49M -$134K -473 -4%
MWC
521
MBM Wealth Consultants
Missouri
$3.46M +$269K +950 +9%
WLIM
522
White Lighthouse Investment Management
Massachusetts
$3.46M +$375K +1,327 +13%
CF
523
Centaurus Financial
California
$3.45M -$5.82M -20,565 -64%
PCA
524
Personal Capital Advisors
California
$3.43M +$535K +1,890 +19%
CWM
525
Connecticut Wealth Management
Connecticut
$3.42M -$28K -99 -0.9%
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