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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPM
576
Sensible Financial Planning & Management
Massachusetts
$16.5M +$38.1K +93 +0.2%
PIMJS
577
PKO Investment Management Joint-Stock
Poland
$16.4M +$373K +910 +2%
OH
578
Oikos Holdings
New York
$16.4M -$21.8M -53,254 -59%
SPC
579
Sigma Planning Corp
Michigan
$16.4M -$17.8M -43,594 -54%
CMAI
580
Capital Management Associates Inc
Minnesota
$16.4M +$15.3M +37,494 New
MA
581
MKT Advisors
California
$16.3M +$408K +997 +3%
HWA
582
Heritage Wealth Advisors
Virginia
$16.2M +$14.9M +36,488 +6,280%
BTWM
583
Baker Tilly Wealth Management
Wisconsin
$16.1M +$974K +2,380 +7%
RWMH
584
Riverpoint Wealth Management Holdings
Illinois
$16.1M +$149K +364 +1%
SIA
585
Spectrum Investment Advisors
Wisconsin
$16M +$15M +36,646 New
PFM
586
Peak Financial Management
Massachusetts
$16M -$482K -1,177 -3%
EWA
587
EverSource Wealth Advisors
Alabama
$15.9M +$90.1K +220 +0.6%
EHC
588
Everett Harris & Co
California
$15.8M +$6.18M +15,103 +71%
FNT
589
First National Trust
Pennsylvania
$15.7M -$653K -1,595 -4%
NGA
590
Naples Global Advisors
Florida
$15.7M +$48.3K +118 +0.3%
BOSSRA
591
B.O.S.S. Retirement Advisors
Utah
$15.7M +$2.19M +5,348 +17%
DAS
592
Dynamic Advisor Solutions
Arizona
$15.7M +$3.96M +9,684 +36%
NSIM
593
North Star Investment Management
Illinois
$15.6M +$288K +703 +2%
SIG
594
Stonegate Investment Group
Alabama
$15.6M -$76.1K -186 -0.5%
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$15.5M -$112K -274 -0.8%
FI
596
FWG Investments
Kentucky
$15.5M +$14.5M +35,404 New
AF
597
Apexium Financial
Texas
$15.5M -$1.09M -2,654 -7%
CSWM
598
Cassady Schiller Wealth Management
Ohio
$15.4M +$915K +2,236 +7%
ACM
599
Ategra Capital Management
Virginia
$15.4M -$280K -684 -2%
SLF
600
Sun Life Financial
Ontario, Canada
$15.3M – – –
22 23
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