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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
751
EagleClaw Capital Management
Massachusetts
$690K +$52.9K +200 +8%
PWLP
752
Prio Wealth Limited Partnership
Massachusetts
$679K -$42.1K -159 -6%
PD
753
Planning Directions
Pennsylvania
$678K -$14.8K -56 -2%
PPCM
754
Pillar Pacific Capital Management
California
$676K +$307K +1,160 +86%
CCM
755
Carlson Capital Management
Minnesota
$674K – – –
VSWA
756
Vontobel Swiss Wealth Advisors
Switzerland
$673K +$661K +2,500 New
MM
757
Meridian Management
Arkansas
$672K – – –
MWM
758
Modera Wealth Management
New Jersey
$671K -$27.8K -105 -4%
AIM
759
Allen Investment Management
New York
$671K – – –
MCM
760
McRae Capital Management
New Jersey
$666K – – –
AIM
761
Axiom Investment Management
New York
$665K -$14.8K -56 -2%
RMDI
762
R.M. Davis Inc
Maine
$657K +$30.4K +115 +5%
SWM
763
SeaCrest Wealth Management
New York
$656K +$45K +170 +8%
GIA
764
Guyasuta Investment Advisors
Pennsylvania
$649K – – –
PSUF
765
People's United Financial
Connecticut
$648K +$429K +1,621 +206%
LIA
766
LBMC Investment Advisors
Tennessee
$646K – – –
PFS
767
Prospera Financial Services
Texas
$644K +$85.7K +324 +16%
BHWM
768
Bay Harbor Wealth Management
Maryland
$640K -$6.88K -26 -1%
NFG
769
Nations Financial Group
Iowa
$638K +$260K +981 +71%
TI
770
Truepoint Inc
Ohio
$635K -$39.2K -148 -6%
VCM
771
Violich Capital Management
California
$634K +$60.8K +230 +11%
RIA
772
Regal Investment Advisors
Michigan
$633K -$15.9K -60 -2%
LC
773
Lavaca Capital
Texas
$633K – – –
CWM
774
Concentrum Wealth Management
California
$628K +$618K +2,335 New
AWA
775
Alaska Wealth Advisors
Alaska
$627K – – –
29 30
31
32 33