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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
501
Litman Gregory Wealth Management
California
$10.5M -$2.4M -6,241 -37%
LIA
502
LBMC Investment Advisors
Tennessee
$10.5M +$136K +353 +1%
BEAM
503
Baker Ellis Asset Management
Washington
$10.4M +$725K +1,889 +8%
JCM
504
Jacobi Capital Management
Pennsylvania
$10.4M +$1.58M +4,112 +18%
MI
505
Mercer Investments
Massachusetts
$10.4M +$3.29M +8,568 +48%
FNT
506
First National Trust
Pennsylvania
$10.3M +$1.05M +2,735 +12%
SEP
507
Southland Equity Partners
Missouri
$10.3M +$1.94M +5,064 +24%
ARMT
508
Amica Retiree Medical Trust
Rhode Island
$10.3M +$10M +26,091 New
WA
509
Waverly Advisors
Alabama
$10.3M -$616K -1,605 -6%
KFGK
510
Keystone Financial Group (Kentucky)
Kentucky
$10.2M +$94.8K +247 +1%
LA
511
Legacy Advisors
Pennsylvania
$10.2M +$2.57M +6,703 +35%
OFG
512
Oxford Financial Group
Indiana
$10.2M +$9.98K +26 +0.1%
UOC
513
University of Chicago
Illinois
$10.1M +$2.79M +7,261 +39%
KPCM
514
Kings Point Capital Management
New York
$10.1M +$4.61K +12 +0%
MW
515
Marcum Wealth
Ohio
$10.1M +$364K +948 +4%
NFG
516
Next Financial Group
Texas
$10.1M +$351K +914 +4%
NB
517
NBT Bank
New York
$10.1M – – –
PCMM
518
Piedmont Capital Management (Montana)
Montana
$10M +$280K +729 +3%
BBPWM
519
Blue Bell Private Wealth Management
Pennsylvania
$10M +$8.19M +21,334 +513%
WI
520
Wintrust Investments
Illinois
$9.92M +$381K +992 +4%
SMC
521
Smith, Moore & Co
Missouri
$9.92M -$558K -1,454 -5%
BSB
522
Bangor Savings Bank
Maine
$9.91M +$467K +1,216 +5%
CFMC
523
Curbstone Financial Management Corp
New Hampshire
$9.85M +$38.4K +100 +0.4%
SFG
524
Sunburst Financial Group
Alabama
$9.82M -$60.6K -158 -0.6%
G
525
Gainplan
Michigan
$9.73M +$1.18M +3,071 +14%
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