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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
676
CFM Wealth Partners
Texas
$2.72M -$164K -537 -6%
SVWAG
677
Sound View Wealth Advisors Group
Georgia
$2.72M +$35K +115 +1%
TWP
678
TFO Wealth Partners
Ohio
$2.69M +$609 +2 +0%
LG
679
LaFleur & Godfrey
Michigan
$2.68M +$2.66M +8,720 New
MHIC
680
Marble Harbor Investment Counsel
Massachusetts
$2.65M – – –
THWM
681
Taylor Hoffman Wealth Management
Virginia
$2.65M -$426K -1,398 -14%
MMPW
682
Mitchell McLeod Pugh & Williams
Alabama
$2.63M +$1.04M +3,416 +66%
VAS
683
Vestmark Advisory Solutions
Massachusetts
$2.62M +$47.2K +155 +2%
WCM
684
Windham Capital Management
Massachusetts
$2.62M – – –
TCOO
685
Trust Company of Oklahoma
Oklahoma
$2.61M +$2.58M +8,479 New
NEPWA
686
New England Private Wealth Advisors
Massachusetts
$2.6M -$3.66K -12 -0.1%
FPTW
687
Franklin, Parlapiano, Turner & Welch
Texas
$2.6M – – –
BWAM
688
Boyd Watterson Asset Management
Ohio
$2.59M – – –
LFAS
689
Level Four Advisory Services
Texas
$2.59M -$429K -1,407 -14%
RWM
690
Ritholtz Wealth Management
New York
$2.57M -$223K -731 -8%
HKAM
691
Horizon Kinetics Asset Management
New York
$2.56M -$356K -1,169 -12%
TNB
692
TCF National Bank
South Dakota
$2.55M +$1.46M +4,794 +137%
ELI
693
Empire Life Investments
Ontario, Canada
$2.54M -$1.16M -3,800 -32%
SFA
694
Sequoia Financial Advisors
Ohio
$2.52M +$644K +2,115 +35%
SAM
695
Silvercrest Asset Management
New York
$2.51M -$3.01M -9,868 -55%
KWM
696
Kingsview Wealth Management
Oregon
$2.51M -$523K -1,717 -17%
WPP
697
Whalerock Point Partners
Rhode Island
$2.5M -$1.71M -5,622 -69%
PL
698
Plancorp LLC
Missouri
$2.44M -$340K -1,116 -12%
XWM
699
Xcel Wealth Management
Florida
$2.42M +$35.6K +117 +2%
MCA
700
Magnolia Capital Advisors
Mississippi
$2.42M -$266K -873 -10%
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