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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
701
Hartford Financial Management
Connecticut
$269K +$239K +1,000 +1,000%
PWM
702
Perigon Wealth Management
California
$269K +$262K +1,095 +54,750%
CAC
703
Certified Advisory Corp
Florida
$269K +$1.23M +5,137 New
BSW
704
Buckingham Strategic Wealth
Missouri
$268K +$261K +1,094 New
AFP
705
Ausdal Financial Partners
Iowa
$264K +$15.8K +66 +7%
SCM
706
SOL Capital Management
Maryland
$261K +$255K +1,065 New
PNAA
707
Pictet North America Advisors
Switzerland
$259K +$252K +1,056 New
IF
708
IRON Financial
Illinois
$258K – – –
CHA
709
Carmichael Hill & Associates
Maryland
$258K +$251K +1,051 New
JCM
710
Jacobi Capital Management
Pennsylvania
$255K -$32.3K -135 -12%
FIAS
711
FinTrust Investment Advisory Services
South Carolina
$255K – – –
ICOA
712
Investment Centers of America
North Dakota
$254K -$7.75M -32,439 -97%
SFG
713
SNS Financial Group
Minnesota
$253K -$10.8K -45 -4%
TL
714
TrueWealth LLC
Georgia
$252K +$245K +1,027 New
CCM
715
Coldstream Capital Management
Washington
$250K -$85.3K -357 -26%
CPA
716
Court Place Advisors
Maryland
$249K +$956 +4 +0.4%
HCA
717
Harbour Capital Advisors
Virginia
$245K – – –
PWMAG
718
Pinnacle Wealth Management Advisory Group
New Jersey
$245K – – –
IFAM
719
Institutional & Family Asset Management
Colorado
$244K -$21K -88 -8%
CAM
720
Covenant Asset Management
New Jersey
$240K – – –
DWM
721
Dakota Wealth Management
Florida
$240K +$234K +980 New
WS
722
Wedbush Securities
California
$239K +$239 +1 +0.1%
CMBA
723
C.M. Bidwell & Associates
Hawaii
$237K +$231K +965 New
PWAG
724
Polaris Wealth Advisory Group
California
$235K +$16.5K +69 +8%
TTWM
725
TCV Trust & Wealth Management
Virginia
$235K +$229K +959 New
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