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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
726
Taylor Hoffman Wealth Management
Virginia
$320K +$70.5K +284 +28%
DY
727
Dowling & Yahnke
California
$319K -$297K -1,196 -48%
AA
728
Apriem Advisors
California
$318K +$317K +1,276 New
1IA
729
1834 Investment Advisors
Wisconsin
$317K – – –
FTC
730
Farmers Trust Company
Ohio
$315K – – –
BWA
731
BDO Wealth Advisors
Florida
$311K +$285K +1,148 +1,148%
NGA
732
Naples Global Advisors
Florida
$305K – – –
SIA
733
Starfire Investment Advisers
Michigan
$300K +$1.24K +5 +0.4%
EWA
734
EP Wealth Advisors
California
$300K +$24.8K +100 +9%
TL
735
TrueWealth LLC
Georgia
$300K +$42K +169 +16%
CC
736
Capital Counsel
New York
$299K – – –
RP
737
Rice Partnership
Hawaii
$299K +$298K +1,199 New
RM
738
Resource Management
Louisiana
$298K +$7.7K +31 +3%
CAC
739
Certified Advisory Corp
Florida
$296K +$745 +3 +0.3%
WAOTB
740
Wealth Advisors of Tampa Bay
Florida
$295K +$6.21K +25 +2%
PWW
741
Pettyjohn Wood & White
Virginia
$293K – – –
GC
742
Grimes & Company
Massachusetts
$293K +$14.1K +57 +5%
DMC
743
Drexel Morgan & Co
Pennsylvania
$292K -$9.93K -40 -3%
BTNA
744
Bremer Trust National Association
Minnesota
$291K -$8.69K -35 -3%
EWM
745
Empirical Wealth Management
Washington
$290K -$49.1K -198 -15%
AF
746
Allworth Financial
California
$290K +$204K +822 +242%
OCM
747
Orser Capital Management
Texas
$290K +$281K +1,130 New
SFG
748
SNS Financial Group
Minnesota
$287K +$30K +121 +12%
SFM
749
Signet Financial Management
New Jersey
$286K -$25.6K -103 -8%
CHA
750
Cooper/Haims Advisors
New York
$286K +$285K +1,147 New
28 29
30
31 32