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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
751
Meridian Management
Arkansas
$672K – – –
MWM
752
Modera Wealth Management
New Jersey
$671K -$27.8K -105 -4%
AIM
753
Allen Investment Management
New York
$671K – – –
MCM
754
McRae Capital Management
New Jersey
$666K – – –
AIM
755
Axiom Investment Management
New York
$665K -$14.8K -56 -2%
RMDI
756
R.M. Davis Inc
Maine
$657K +$30.4K +115 +5%
SWM
757
SeaCrest Wealth Management
New York
$656K +$45K +170 +8%
GIA
758
Guyasuta Investment Advisors
Pennsylvania
$649K – – –
PSUF
759
People's United Financial
Connecticut
$648K +$429K +1,621 +206%
LIA
760
LBMC Investment Advisors
Tennessee
$646K – – –
PFS
761
Prospera Financial Services
Texas
$644K +$85.7K +324 +16%
BHWM
762
Bay Harbor Wealth Management
Maryland
$640K -$6.88K -26 -1%
NFG
763
Nations Financial Group
Iowa
$638K +$260K +981 +71%
TI
764
Truepoint Inc
Ohio
$635K -$39.2K -148 -6%
VCM
765
Violich Capital Management
California
$634K +$60.8K +230 +11%
RIA
766
Regal Investment Advisors
Michigan
$633K -$15.9K -60 -2%
LC
767
Lavaca Capital
Texas
$633K – – –
CWM
768
Concentrum Wealth Management
California
$628K +$618K +2,335 New
AWA
769
Alaska Wealth Advisors
Alaska
$627K – – –
OCM
770
Orser Capital Management
Texas
$624K +$315K +1,190 +105%
QPWM
771
Quadrant Private Wealth Management
Pennsylvania
$621K -$61.1K -231 -9%
TF
772
Trek Financial
Arizona
$611K – – –
CBT
773
Central Bank & Trust
Kentucky
$608K +$597K +2,258 New
BFC
774
Bedel Financial Consulting
Indiana
$602K +$89.2K +337 +18%
BB
775
Busey Bank
Illinois
$597K -$20.4K -77 -3%
29 30
31
32 33