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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
676
Cornerstone Advisory
Maryland
$467K +$496 +2 +0.1%
LWA
677
Lenox Wealth Advisors
New York
$464K +$130K +525 +39%
S
678
SignatureFD
Georgia
$461K +$6.7K +27 +1%
PD
679
Planning Directions
Pennsylvania
$457K -$38K -153 -8%
FWSM
680
First Wilshire Securities Management
California
$457K – – –
ACM
681
Azimuth Capital Management
Michigan
$456K +$72K +290 +19%
BFS
682
Bradley Foster & Sargent
Connecticut
$452K +$450K +1,811 New
DWA
683
Douglass Winthrop Advisors
New York
$451K -$14.9K -60 -3%
SWA
684
SFMG Wealth Advisors
Texas
$448K – – –
GG
685
GenWealth Group
New Jersey
$446K – – –
WP
686
WealthShield Partners
North Carolina
$442K -$117K -473 -21%
TIM
687
Tortoise Investment Management
New York
$441K -$13.4K -54 -3%
BBA
688
BLB&B Advisors
Pennsylvania
$441K – – –
FWIA
689
Fort Washington Investment Advisors
Ohio
$441K +$63.1K +254 +17%
DWM
690
Doyle Wealth Management
Florida
$438K -$2.48K -10 -0.6%
WHG
691
Westwood Holdings Group
Texas
$436K +$434K +1,749 New
AI
692
Accredited Investors
Minnesota
$424K +$422K +1,701 New
VF
693
Virtu Financial
New York
$420K -$26.4M -106,390 -98%
MCM
694
McRae Capital Management
New Jersey
$419K +$75.2K +303 +22%
GHA
695
GW Henssler & Associates
Georgia
$418K +$416K +1,677 New
1WA
696
180 Wealth Advisors
Washington
$415K +$48.7K +196 +13%
SWM
697
Segment Wealth Management
Texas
$413K – – –
RCAG
698
Rehmann Capital Advisory Group
Michigan
$408K +$41.2K +166 +11%
WTFG
699
Wells Trecaso Financial Group
Ohio
$405K +$28.5K +115 +8%
ACA
700
Atlas Capital Advisors
Wyoming
$401K +$386K +1,554 New
26 27
28
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