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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
501
Financial Management Professionals
Texas
$25M +$1.17M +2,559 +5%
WJWM
502
Williams Jones Wealth Management
New York
$24.9M -$632K -1,380 -3%
PCMC
503
Private Capital Management (Colorado)
Colorado
$24.8M +$681K +1,487 +3%
CW
504
Connectus Wealth
Ohio
$24.7M +$2.33M +5,098 +11%
OHWP
505
Oak Harbor Wealth Partners
North Carolina
$24.7M +$199K +435 +0.9%
SL
506
SFM LLC
New Hampshire
$24.7M -$1.22M -2,666 -5%
CFFNO
507
Common Fund For Nonprofit Organizations
Connecticut
$24.7M +$5.81M +12,688 +28%
SAA
508
Southeast Asset Advisors
Georgia
$24.6M +$48.5K +106 +0.2%
GS
509
GTS Securities
Florida
$24.5M +$8.39M +18,336 +56%
PL
510
Plancorp LLC
Missouri
$24.2M +$2.91M +6,357 +14%
E3F
511
Eight 31 Financial
Texas
$24.1M -$4.31M -9,419 -16%
ASN
512
Advisory Services Network
Georgia
$24.1M -$3.89M -8,505 -14%
OPW
513
Oxler Private Wealth
New York
$24.1M +$12.3M +26,833 +116%
FHB
514
First Hawaiian Bank
Hawaii
$24M -$1.1M -2,402 -5%
CWA
515
CM Wealth Advisors
Ohio
$23.9M -$2.89M -6,315 -11%
GVAG
516
Great Valley Advisor Group
Delaware
$23.7M -$3.53M -7,722 -14%
MCM
517
Manchester Capital Management
Vermont
$23.5M -$564K -1,232 -2%
FNBOO
518
First National Bank of Omaha
Nebraska
$23.4M -$306K -669 -1%
CSIA
519
Carl Stuart Investment Advisor
Texas
$23M -$2.25M -4,908 -9%
CFSG
520
Clark Financial Services Group
Missouri
$23M -$54K -118 -0.2%
IA
521
IFG Advisors
Missouri
$22.9M +$1.65M +3,603 +8%
MMPW
522
Mitchell McLeod Pugh & Williams
Alabama
$22.9M +$1.79M +3,909 +9%
CFB
523
Cullen/Frost Bankers
Texas
$22.9M +$2.63M +5,742 +14%
SCA
524
Sandy Cove Advisors
Massachusetts
$22.7M +$684K +1,495 +3%
PCM
525
Parsons Capital Management
Rhode Island
$22.6M +$772K +1,686 +4%
19 20
21
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