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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMH
626
Riverpoint Wealth Management Holdings
Illinois
$19.6M +$24.9K +49 +0.1%
WPW
627
Waldron Private Wealth
Pennsylvania
$19.6M +$1.15M +2,272 +7%
MA
628
Montag & Associates
Georgia
$19.5M +$243K +479 +1%
FNT
629
First National Trust
Pennsylvania
$19.2M +$861K +1,694 +5%
TF
630
Tompkins Financial
New York
$19.2M +$5.17M +10,168 +39%
KSWA
631
Kathleen S. Wright Associates
Pennsylvania
$19.1M +$2.25M +4,417 +14%
PA
632
Parallel Advisors
California
$19.1M +$2.38M +4,675 +15%
CWG
633
Cornerstone Wealth Group
North Carolina
$19M -$183K -360 -1%
AF
634
Apexium Financial
Texas
$19M +$466K +916 +3%
LFP
635
Lakeshore Financial Planning
Michigan
$19M +$1.23M +2,416 +7%
BWIA
636
Bryant Woods Investment Advisors
New York
$18.9M +$5.22M +10,267 +40%
SIG
637
Stonegate Investment Group
Alabama
$18.8M +$145K +285 +0.8%
HAC
638
Harbor Advisory Corp
New Hampshire
$18.8M -$607K -1,195 -3%
WB
639
WesBanco Bank
West Virginia
$18.8M +$136K +268 +0.8%
OPAM
640
Ocean Park Asset Management
California
$18.8M +$347K +683 +2%
QWP
641
Quotient Wealth Partners
Texas
$18.7M -$1.27M -2,497 -7%
SIA
642
Spectrum Investment Advisors
Wisconsin
$18.6M -$381K -750 -2%
VP
643
Verum Partners
North Carolina
$18.6M +$2.32M +4,563 +15%
PCMC
644
Private Capital Management (Colorado)
Colorado
$18.6M -$7.52M -14,786 -30%
EAM
645
Evanson Asset Management
California
$18.5M +$1.42M +2,785 +9%
MFGP
646
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.5M +$627K +1,233 +4%
PB
647
Pinnacle Bancorp
Nebraska
$18.5M -$141K -277 -0.8%
EL
648
EQ LLC
Washington
$18.4M +$2.02M +3,975 +13%
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$18.3M +$22.9K +45 +0.1%
TA
650
TruWealth Advisors
Louisiana
$18.2M +$369K +725 +2%
24 25
26
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