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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
576
Summit Financial
New Jersey
$16.5M +$895K +2,187 +6%
SFPM
577
Sensible Financial Planning & Management
Massachusetts
$16.5M +$38.1K +93 +0.2%
PIMJS
578
PKO Investment Management Joint-Stock
Poland
$16.4M +$373K +910 +2%
OH
579
Oikos Holdings
New York
$16.4M -$21.8M -53,254 -59%
SPC
580
Sigma Planning Corp
Michigan
$16.4M -$17.8M -43,594 -54%
CMAI
581
Capital Management Associates Inc
Minnesota
$16.4M +$15.3M +37,494 New
MA
582
MKT Advisors
California
$16.3M +$408K +997 +3%
HWA
583
Heritage Wealth Advisors
Virginia
$16.2M +$14.9M +36,488 +6,280%
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$16.1M +$974K +2,380 +7%
RWMH
585
Riverpoint Wealth Management Holdings
Illinois
$16.1M +$149K +364 +1%
SIA
586
Spectrum Investment Advisors
Wisconsin
$16M +$15M +36,646 New
PFM
587
Peak Financial Management
Massachusetts
$16M -$482K -1,177 -3%
EWA
588
EverSource Wealth Advisors
Alabama
$15.9M +$90.1K +220 +0.6%
EHC
589
Everett Harris & Co
California
$15.8M +$6.18M +15,103 +71%
FNT
590
First National Trust
Pennsylvania
$15.7M -$653K -1,595 -4%
NGA
591
Naples Global Advisors
Florida
$15.7M +$48.3K +118 +0.3%
BOSSRA
592
B.O.S.S. Retirement Advisors
Utah
$15.7M +$2.19M +5,348 +17%
DAS
593
Dynamic Advisor Solutions
Arizona
$15.7M +$3.96M +9,684 +36%
NSIM
594
North Star Investment Management
Illinois
$15.6M +$288K +703 +2%
SIG
595
Stonegate Investment Group
Alabama
$15.6M -$76.1K -186 -0.5%
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$15.5M -$112K -274 -0.8%
FI
597
FWG Investments
Kentucky
$15.5M +$14.5M +35,404 New
AF
598
Apexium Financial
Texas
$15.5M -$1.09M -2,654 -7%
CSWM
599
Cassady Schiller Wealth Management
Ohio
$15.4M +$915K +2,236 +7%
ACM
600
Ategra Capital Management
Virginia
$15.4M -$280K -684 -2%
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