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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
726
Baltimore-Washington Financial Advisors
Maryland
$1.98M +$23.7K +88 +1%
PTC
727
Private Trust Company
Ohio
$1.97M +$61.4K +228 +3%
GWM
728
Greenwich Wealth Management
Connecticut
$1.95M +$1.35M +5,030 +274%
QCG
729
Quadrant Capital Group
Ohio
$1.93M -$686K -2,550 -27%
SIA
730
Strategic Investment Advisors
Michigan
$1.93M -$2.96M -11,002 -62%
BA
731
Bristlecone Advisors
Washington
$1.92M +$47.1K +175 +3%
NWM
732
Northwest Wealth Management
Iowa
$1.91M +$239K +887 +15%
MWM
733
Merriman Wealth Management
Washington
$1.9M +$471K +1,751 +35%
JGIA
734
Jackson Grant Investment Advisers
Connecticut
$1.89M – – –
NWS
735
Newport Wealth Strategies
California
$1.88M -$908K -3,375 -34%
FHC
736
First Heartland Consultants
Missouri
$1.87M +$93.7K +348 +6%
NFG
737
NewFocus Financial Group
Washington
$1.85M +$1.76M +6,522 New
KWM
738
Keebeck Wealth Management
Illinois
$1.84M +$283K +1,050 +19%
KCM
739
Kornitzer Capital Management
Kansas
$1.83M – – –
TCM
740
Traynor Capital Management
Pennsylvania
$1.82M +$31.8K +118 +2%
IFG
741
Independent Financial Group
California
$1.82M +$649K +2,412 +60%
AP
742
Arlington Partners
Alabama
$1.82M +$26.1K +97 +2%
WCM
743
Washburn Capital Management
Florida
$1.81M +$1.72M +6,390 New
POIA
744
Pin Oak Investment Advisors
Texas
$1.81M – – –
HH
745
Hilltop Holdings
Texas
$1.8M -$900K -3,345 -34%
PL
746
Parthenon LLC
Kentucky
$1.79M +$35.5K +132 +2%
IIC
747
Integrated Investment Consultants
Michigan
$1.78M -$70.8K -263 -4%
FDCC
748
Foster Dykema Cabot & Co
Massachusetts
$1.78M – – –
PAM
749
Private Asset Management
California
$1.78M +$952K +3,536 +129%
SIA
750
Soltis Investment Advisors
Utah
$1.76M +$51.4K +191 +3%
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