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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
576
Divergent Wealth Advisors
Utah
$9.16M +$10.2M +27,909 New
BL
577
Balentine LLC
Georgia
$9.16M -$1.16M -3,188 -10%
TA
578
TruWealth Advisors
Louisiana
$9.14M +$409K +1,120 +4%
RPGK
579
Retirement Planning Group (Kansas)
Kansas
$9.13M -$1.29M -3,530 -11%
CBB
580
Citizens Business Bank
California
$9.11M -$168K -461 -2%
MIC
581
Means Investment Company
Maine
$9.08M +$4.01M +10,971 +66%
CA
582
CSM Advisors
Pennsylvania
$9.06M -$91.3K -250 -0.9%
LIM
583
Leavell Investment Management
Alabama
$9.05M +$1.81M +4,951 +22%
TWC
584
TD Waterhouse Canada
Ontario, Canada
$9.03M +$565K +1,547 +6%
KCM
585
Kennicott Capital Management
California
$9.03M – – –
RBC
586
Romano Brothers & Co
Illinois
$9.01M +$10M +27,446 New
MLIC
587
Mandatum Life Insurance Company
Finland
$8.98M +$34.3K +94 +0.3%
WA
588
Waverly Advisors
Alabama
$8.82M +$441K +1,207 +5%
AF
589
Apexium Financial
Texas
$8.78M +$3.11M +8,525 +56%
HFG
590
Heron Financial Group
New York
$8.76M +$743K +2,035 +8%
DCM
591
Disciplina Capital Management
Tennessee
$8.75M – – –
KW
592
KWB Wealth
California
$8.73M -$28.5K -78 -0.3%
NMG
593
New Millennium Group
Utah
$8.73M -$519K -1,422 -5%
CFA
594
CWS Financial Advisors
Michigan
$8.68M -$140K -382 -1%
TFP
595
TrueWealth Financial Partners
Washington
$8.68M +$318K +870 +3%
BHB
596
Bank Hapoalim BM
Israel
$8.63M +$2.56M +7,009 +36%
BTWM
597
Baker Tilly Wealth Management
Wisconsin
$8.62M -$123K -336 -1%
MCM
598
MAI Capital Management
Ohio
$8.58M +$1.22M +3,328 +15%
SC
599
Schoolcraft Capital
Colorado
$8.56M +$70.9K +194 +0.7%
DCM
600
Dupont Capital Management
Delaware
$8.55M -$1.28M -3,504 -12%
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