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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
551
EverSource Wealth Advisors
Alabama
$14.8M -$131K -340 -0.9%
SAG
552
SageView Advisory Group
California
$14.7M +$2.72M +7,062 +24%
TWC
553
TD Waterhouse Canada
Ontario, Canada
$14.7M +$2.01M +5,204 +17%
CWM
554
Certus Wealth Management
California
$14.7M +$13.9M +36,016 New
ACM
555
Ategra Capital Management
Virginia
$14.7M -$107K -278 -0.8%
SIG
556
Stonegate Investment Group
Alabama
$14.6M -$244K -632 -2%
DWP
557
Daymark Wealth Partners
Ohio
$14.5M +$9.77M +25,325 +245%
MA
558
MKT Advisors
California
$14.5M +$202K +523 +2%
CFA
559
CWS Financial Advisors
Michigan
$14.5M +$733K +1,899 +6%
MNBTD
560
Moody National Bank Trust Division
Texas
$14.5M +$5.53M +14,340 +68%
CW
561
Cook Wealth
North Carolina
$14.5M +$6.46M +16,753 +93%
NSIM
562
North Star Investment Management
Illinois
$14.4M -$2.7K -7 -0%
NGA
563
Naples Global Advisors
Florida
$14.4M -$19.3K -50 -0.1%
ACA
564
Aptus Capital Advisors
Alabama
$14.4M +$2.25M +5,824 +20%
FBT
565
First Bank & Trust
South Dakota
$14.3M -$2.1M -5,442 -13%
ATC
566
Argent Trust Co
Tennessee
$14.2M +$1.21M +3,149 +10%
PFA
567
Professional Financial Advisors
Nebraska
$14.1M +$2.73M +7,086 +26%
VVP
568
Venture Visionary Partners
Ohio
$14.1M -$1.11M -2,872 -8%
BAM
569
Brave Asset Management
New Jersey
$14M -$93.7K -243 -0.7%
APG
570
Abacus Planning Group
South Carolina
$13.9M +$49.4K +128 +0.4%
MFGP
571
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.9M +$560K +1,452 +4%
FPWM
572
FSB Premier Wealth Management
Iowa
$13.8M -$583K -1,512 -4%
KWM
573
Kingsview Wealth Management
Oregon
$13.7M +$1.4M +3,618 +12%
CIC
574
Carnegie Investment Counsel
Ohio
$13.6M +$233K +603 +2%
GEM
575
Global Endowment Management
North Carolina
$13.6M -$68.3K -177 -0.5%
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