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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
701
Stearns Financial Services Group
North Carolina
$280K +$6.69K +28 +3%
APA
702
American Portfolios Advisors
New York
$279K +$272K +1,139 New
CCT
703
Country Club Trust
Missouri
$276K – – –
TWA
704
TCI Wealth Advisors
Arizona
$274K -$10.3K -43 -4%
GAM
705
Gould Asset Management
California
$273K -$4.78K -20 -2%
ZIM
706
Zacks Investment Management
Illinois
$272K -$1.67K -7 -0.6%
RM
707
Resource Management
Louisiana
$270K +$264K +1,105 New
HFM
708
Hartford Financial Management
Connecticut
$269K +$239K +1,000 +1,000%
PWM
709
Perigon Wealth Management
California
$269K +$262K +1,095 +54,750%
CAC
710
Certified Advisory Corp
Florida
$269K +$1.23M +5,137 New
BSW
711
Buckingham Strategic Wealth
Missouri
$268K +$261K +1,094 New
AFP
712
Ausdal Financial Partners
Iowa
$264K +$15.8K +66 +7%
SCM
713
SOL Capital Management
Maryland
$261K +$255K +1,065 New
PNAA
714
Pictet North America Advisors
Switzerland
$259K +$252K +1,056 New
IF
715
IRON Financial
Illinois
$258K – – –
CHA
716
Carmichael Hill & Associates
Maryland
$258K +$251K +1,051 New
JCM
717
Jacobi Capital Management
Pennsylvania
$255K -$32.3K -135 -12%
FIAS
718
FinTrust Investment Advisory Services
South Carolina
$255K – – –
ICOA
719
Investment Centers of America
North Dakota
$254K -$7.75M -32,439 -97%
SFG
720
SNS Financial Group
Minnesota
$253K -$10.8K -45 -4%
TL
721
TrueWealth LLC
Georgia
$252K +$245K +1,027 New
CCM
722
Coldstream Capital Management
Washington
$250K -$85.3K -357 -26%
CPA
723
Court Place Advisors
Maryland
$249K +$956 +4 +0.4%
HCA
724
Harbour Capital Advisors
Virginia
$245K – – –
PWMAG
725
Pinnacle Wealth Management Advisory Group
New Jersey
$245K – – –
27 28
29
30 31