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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$8.4M +$4.07M +12,498 +105%
NFG
502
Next Financial Group
Texas
$8.39M +$394K +1,209 +5%
HPWM
503
High Pines Wealth Management
Massachusetts
$8.29M +$7.87M +24,126 New
MFS
504
Monetta Financial Services
Illinois
$8.25M -$1.63M -5,000 -17%
WAM
505
WNY Asset Management
New York
$8.25M +$7.86M +24,102 New
BSB
506
Bangor Savings Bank
Maine
$8.21M -$1.96K -6 -0%
VVP
507
Venture Visionary Partners
Ohio
$8.18M +$4.07M +12,494 +110%
FNT
508
First National Trust
Pennsylvania
$8.16M +$33.3K +102 +0.4%
BWM
509
BCGM Wealth Management
Indiana
$8.04M +$7.26M +22,263 New
VWA
510
Visionary Wealth Advisors
Illinois
$8.04M +$3.03M +9,281 +66%
WFPG
511
Waller Financial Planning Group
Ohio
$8.02M +$718K +2,201 +10%
PCMM
512
Piedmont Capital Management (Montana)
Montana
$8.01M +$7.6M +23,318 New
MAS
513
Madden Advisory Services
Florida
$7.95M +$988K +3,030 +15%
WG
514
Welch Group
Alabama
$7.94M – – –
CFO
515
CVA Family Office
Colorado
$7.94M +$21.5K +66 +0.3%
CS
516
Comerica Securities
Michigan
$7.93M -$28.7K -88 -0.4%
PFG
517
Pacific Financial Group
Washington
$7.89M +$5.3M +16,245 +242%
JCM
518
Jacobi Capital Management
Pennsylvania
$7.82M -$268K -823 -3%
CCP
519
Clarkston Capital Partners
Michigan
$7.82M +$27.1K +83 +0.4%
AF
520
Affiance Financial
Minnesota
$7.82M +$252K +773 +4%
LIA
521
Luken Investment Analytics
Tennessee
$7.72M +$7.33M +22,470 New
ZCM
522
Ziegler Capital Management
Illinois
$7.7M – – –
RT
523
Rockland Trust
Massachusetts
$7.68M +$2.78M +8,532 +62%
JWCA
524
J.W. Cole Advisors
Florida
$7.66M -$2.13M -6,522 -23%
EWA
525
Exencial Wealth Advisors
Oklahoma
$7.65M -$417K -1,279 -5%
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