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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
551
Savant Capital
Illinois
$296K – – –
PPCM
552
Pillar Pacific Capital Management
California
$292K -$34.1K -160 -11%
MWM
553
Mascoma Wealth Management
New Hampshire
$288K – – –
LNC
554
Lincoln National Corp
Pennsylvania
$287K +$427 +2 +0.2%
CAM
555
Cidel Asset Management
Ontario, Canada
$285K – – –
FC
556
FCA Corp
Texas
$283K – – –
AF
557
Allworth Financial
California
$280K -$187K -876 -40%
NGA
558
Naples Global Advisors
Florida
$279K – – –
BHIA
559
Birch Hill Investment Advisors
Massachusetts
$273K +$19.6K +92 +8%
ACM
560
Azimuth Capital Management
Michigan
$273K +$19.8K +93 +8%
FMWA
561
Forvis Mazars Wealth Advisors
Missouri
$271K +$13.2K +62 +5%
NAMP
562
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$267K -$171K -800 -39%
VWA
563
V Wealth Advisors
Kansas
$266K -$857K -4,017 -77%
FSA
564
Financial Sense Advisors
California
$266K +$6.83K +32 +3%
DMC
565
Drexel Morgan & Co
Pennsylvania
$262K +$8.54K +40 +3%
CA
566
Cornerstone Advisory
Maryland
$261K +$257K +1,206 New
CC
567
Capital Counsel
New York
$260K – – –
LWA
568
Lenox Wealth Advisors
New York
$260K – – –
SWA
569
SFMG Wealth Advisors
Texas
$260K +$7.04K +33 +3%
WSCM
570
Wellington Shields Capital Management
New York
$256K – – –
SFP
571
Shepherd Financial Partners
Massachusetts
$256K +$24.3K +114 +11%
JGUA
572
John G. Ullman & Associates
New York
$256K +$252K +1,183 New
AWM
573
Altavista Wealth Management
North Carolina
$253K +$250K +1,170 New
CPO
574
Cerity Partners OCIO
New York
$252K +$24.3K +114 +11%
MCM
575
McRae Capital Management
New Jersey
$249K – – –
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