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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
651
New England Private Wealth Advisors
Massachusetts
$5.8M +$125K +325 +2%
ELI
652
Empire Life Investments
Ontario, Canada
$5.72M +$1.34M +3,500 +32%
DA
653
Detalus Advisors
Missouri
$5.69M -$316K -822 -5%
GAG
654
GM Advisory Group
New York
$5.67M -$1.47M -3,820 -21%
ACM
655
AlphaStar Capital Management
North Carolina
$5.66M -$846K -2,205 -13%
CB
656
Cadence Bank
Mississippi
$5.62M -$132K -344 -2%
KCM
657
Karp Capital Management
California
$5.61M +$1.15K +3 +0%
WW
658
Waterfront Wealth
Kansas
$5.6M +$27.3K +71 +0.5%
RIM
659
Redwood Investment Management
Arizona
$5.6M +$1.37M +3,580 +34%
DDC
660
DF Dent & Co
Maryland
$5.54M -$407K -1,059 -7%
RA
661
RFG Advisory
Alabama
$5.54M +$673K +1,752 +14%
RFP
662
Roth Financial Partners
Texas
$5.5M +$459K +1,196 +9%
CDH
663
Charles D. Hyman
$5.47M – – –
WP
664
WealthSource Partners
California
$5.43M +$219K +570 +4%
WAM
665
Wakefield Asset Management
Colorado
$5.41M -$46.4K -121 -0.9%
PMG
666
ProVise Management Group
Florida
$5.37M +$1.12M +2,909 +27%
SIC
667
Salem Investment Counselors
North Carolina
$5.36M -$132K -345 -2%
MWM
668
Moulton Wealth Management
Washington
$5.31M -$2.05M -5,352 -28%
SDWMA
669
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.29M +$384 +1 +0%
AIA
670
Alera Investment Advisors
Illinois
$5.28M -$42.6K -111 -0.8%
GIA
671
Gladstone Institutional Advisory
Florida
$5.28M +$650K +1,693 +14%
B
672
Bailard
California
$5.26M +$196K +511 +4%
GEM
673
Global Endowment Management
North Carolina
$5.26M -$47.2K -123 -0.9%
CWS
674
Cypress Wealth Services
California
$5.23M -$5.71M -14,865 -53%
IFA
675
Interactive Financial Advisors
Illinois
$5.22M -$87.1K -227 -2%
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