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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
626
Affiance Financial
Minnesota
$9.07M -$379K -926 -4%
ECM
627
Evergreen Capital Management
Washington
$9M +$187K +456 +2%
CSWM
628
Cassady Schiller Wealth Management
Ohio
$8.94M +$937K +2,288 +12%
PL
629
Plancorp LLC
Missouri
$8.93M +$1.11M +2,720 +14%
SCA
630
Snowden Capital Advisors
New York
$8.93M +$1.11M +2,706 +14%
MFA
631
McClarren Financial Advisors
Pennsylvania
$8.9M +$30.3K +74 +0.3%
RT
632
Rockland Trust
Massachusetts
$8.84M -$74.1K -181 -0.8%
GD
633
Grandfield & Dodd
New York
$8.81M -$36.4K -89 -0.4%
LA
634
Legacy Advisors
Pennsylvania
$8.81M -$693K -1,694 -7%
RPC
635
Rossmore Private Capital
Connecticut
$8.81M -$157K -383 -2%
SFMG
636
Sage Financial Management Group
Virginia
$8.79M -$61.4K -150 -0.7%
PCG
637
Private Capital Group
Connecticut
$8.74M +$28.2K +69 +0.3%
CIM
638
Corda Investment Management
Texas
$8.68M +$2.41M +5,888 +39%
LWIC
639
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.63M +$2.12M +5,169 +33%
HC
640
HNP Capital
New York
$8.43M -$1.36M -3,314 -14%
FFA
641
First Foundation Advisors
California
$8.43M +$244K +596 +3%
CIA
642
Caerus Investment Advisors
Texas
$8.41M +$613K +1,497 +7%
HC
643
Hoese & Co
Minnesota
$8.4M +$401K +980 +5%
LAS
644
Lloyd Advisory Services
Georgia
$8.4M -$160K -392 -2%
SC
645
Siena Capital
Ohio
$8.29M +$145K +353 +2%
MCM
646
MAI Capital Management
Ohio
$8.24M +$481K +1,174 +6%
FAIM
647
Financial Advocates Investment Management
Washington
$8.19M -$33.6K -82 -0.4%
AG
648
Ascent Group
Virginia
$8.15M +$267K +651 +3%
JEST
649
JTC Employer Solutions Trustee
Jersey
$8.14M – – –
MWM
650
Meridian Wealth Management
Kentucky
$8.13M +$2.89M +7,065 +56%
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