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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
651
Detalus Advisors
Missouri
$5.69M -$316K -822 -5%
GAG
652
GM Advisory Group
New York
$5.67M -$1.47M -3,820 -21%
ACM
653
AlphaStar Capital Management
North Carolina
$5.66M -$846K -2,205 -13%
CB
654
Cadence Bank
Mississippi
$5.62M -$132K -344 -2%
KCM
655
Karp Capital Management
California
$5.61M +$1.15K +3 +0%
WW
656
Waterfront Wealth
Kansas
$5.6M +$27.3K +71 +0.5%
RIM
657
Redwood Investment Management
Arizona
$5.6M +$1.37M +3,580 +34%
DDC
658
DF Dent & Co
Maryland
$5.54M -$407K -1,059 -7%
RA
659
RFG Advisory
Alabama
$5.54M +$673K +1,752 +14%
RFP
660
Roth Financial Partners
Texas
$5.5M +$459K +1,196 +9%
CDH
661
Charles D. Hyman
$5.47M – – –
WP
662
WealthSource Partners
California
$5.43M +$219K +570 +4%
WAM
663
Wakefield Asset Management
Colorado
$5.41M -$46.4K -121 -0.9%
PMG
664
ProVise Management Group
Florida
$5.37M +$1.12M +2,909 +27%
SIC
665
Salem Investment Counselors
North Carolina
$5.36M -$132K -345 -2%
MWM
666
Moulton Wealth Management
Washington
$5.31M -$2.05M -5,352 -28%
SDWMA
667
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.29M +$384 +1 +0%
AIA
668
Alera Investment Advisors
Illinois
$5.28M -$42.6K -111 -0.8%
GIA
669
Gladstone Institutional Advisory
Florida
$5.28M +$650K +1,693 +14%
B
670
Bailard
California
$5.26M +$196K +511 +4%
GEM
671
Global Endowment Management
North Carolina
$5.26M -$47.2K -123 -0.9%
CWS
672
Cypress Wealth Services
California
$5.23M -$5.71M -14,865 -53%
IFA
673
Interactive Financial Advisors
Illinois
$5.22M -$87.1K -227 -2%
NR
674
Newfound Research
Massachusetts
$5.21M +$4.25M +11,072 +511%
HA
675
Harfst & Associates
Wyoming
$5.21M +$215K +561 +4%
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