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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
726
Wakefield Asset Management
Colorado
$6.54M +$281K +665 +5%
DA
727
Detalus Advisors
Missouri
$6.51M +$106K +252 +2%
NWA
728
Navis Wealth Advisors
New York
$6.5M – – –
NFG
729
Next Financial Group
Texas
$6.5M -$4.69M -11,120 -43%
AIC
730
Ayalon Insurance Company
Israel
$6.48M +$686K +1,624 +12%
CGPCS
731
Capital Group Private Client Services
California
$6.47M +$2.44M +5,775 +64%
SI
732
Saxon Interests
Texas
$6.42M +$6.28M +14,868 New
DCM
733
Dupont Capital Management
Delaware
$6.39M -$2.12M -5,015 -26%
GFPC
734
Global Financial Private Client
Florida
$6.36M +$205K +485 +3%
WP
735
WealthSource Partners
California
$6.32M +$308K +729 +5%
PVH
736
Psagot Value Holdings
Israel
$6.32M -$1.24M -2,941 -17%
FCT
737
First Community Trust
Iowa
$6.3M +$6.09M +14,424 New
JIC
738
Johnson Investment Counsel
Ohio
$6.26M +$2.51M +5,955 +71%
RFP
739
Roth Financial Partners
Texas
$6.26M +$30.8K +73 +0.5%
AT
740
Arden Trust
Delaware
$6.22M -$26.1M -61,899 -81%
SIC
741
Salem Investment Counselors
North Carolina
$6.21M -$295K -698 -5%
LWM
742
Laidlaw Wealth Management
New York
$6.21M +$6M +14,215 New
DDC
743
DF Dent & Co
Maryland
$6.17M +$127K +300 +2%
MA
744
MKT Advisors
California
$6.16M +$6.52M +15,454 New
NEPWA
745
New England Private Wealth Advisors
Massachusetts
$6.13M -$174K -413 -3%
CDH
746
Charles D. Hyman
$6.07M – – –
MC
747
Mount Capital
United Kingdom
$6.03M +$5.83M +13,800 New
AIM
748
Anchor Investment Management
South Carolina
$6.02M -$1.69K -4 -0%
SDWMA
749
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.99M +$96.2K +228 +2%
CCM
750
Coerente Capital Management
Ontario, Canada
$5.98M – – –
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