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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Endurance Wealth Management
Rhode Island
$7.24M -$1.77M -4,600 -20%
AF
602
Apexium Financial
Texas
$7.18M +$3.46K +9 +0%
GG
603
Gofen & Glossberg
Illinois
$7.11M -$126K -327 -2%
SWM
604
Spire Wealth Management
Virginia
$7.08M +$501K +1,305 +8%
APG
605
Abacus Planning Group
South Carolina
$7.08M +$83.7K +218 +1%
SWA
606
Stratos Wealth Advisors
Ohio
$7.03M +$3.71M +9,668 +118%
CAG
607
Compass Advisory Group
New York
$7.03M +$1.1M +2,869 +19%
CM
608
Columbus Macro
Pennsylvania
$6.97M -$1.54M -4,000 -18%
IWM
609
IHT Wealth Management
Illinois
$6.92M +$135K +351 +2%
PA
610
Pinnacle Associates
New York
$6.91M -$117K -304 -2%
EL
611
EQ LLC
Washington
$6.81M +$151K +393 +2%
CSIC
612
Clifford Swan Investment Counsel
California
$6.78M -$85.6K -223 -1%
NFC
613
Northeast Financial Consultants
Connecticut
$6.74M – – –
GWM
614
Greenhouse Wealth Management
Connecticut
$6.68M +$38.8K +101 +0.6%
PTC
615
Private Trust Company
Ohio
$6.67M +$77.2K +201 +1%
HTC
616
Haverford Trust Company
Pennsylvania
$6.66M +$469K +1,222 +8%
VCM
617
Vision Capital Management
Oregon
$6.64M +$1.53K +4 +0%
APC
618
Asset Planning Corporation
Tennessee
$6.55M -$122K -319 -2%
VVP
619
Venture Visionary Partners
Ohio
$6.48M -$3.81M -9,919 -38%
FUBT
620
First United Bank & Trust
Maryland
$6.47M -$366K -953 -5%
FLPIM
621
F.L. Putnam Investment Management
Massachusetts
$6.45M +$182K +473 +3%
MP
622
McDonald Partners
Ohio
$6.42M – – –
JEST
623
JTC Employer Solutions Trustee
Jersey
$6.4M +$6.24M +16,263 New
PP
624
Patten & Patten
Tennessee
$6.36M -$188K -490 -3%
AIC
625
Ayalon Insurance Company
Israel
$6.3M +$1.59M +4,142 +35%
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