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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
776
New England Asset Management
Connecticut
$9.23M -$2.73M -6,675 -24%
FHA
777
Flagship Harbor Advisors
Massachusetts
$9.21M +$208K +507 +2%
TFS
778
Thoroughbred Financial Services
Tennessee
$9.14M +$235K +574 +3%
LTL
779
Lowery Thomas LLC
California
$9.14M +$2.62M +6,392 +44%
GC
780
GFG Capital
Florida
$9.13M – – –
CG
781
Cynosure Group
Utah
$9.08M +$364K +888 +4%
SIA
782
Schear Investment Advisers
Ohio
$9.06M -$140K -341 -2%
ZIG
783
Zuckerman Investment Group
Illinois
$9.02M +$1.82M +4,456 +28%
WIA
784
Wetzel Investment Advisors
Indiana
$8.99M +$8.42M +20,577 New
GL
785
Graypoint LLC
New York
$8.98M +$2.01M +4,906 +31%
FA
786
FSA Advisors
Michigan
$8.97M +$8.4M +20,530 New
JIC
787
Joel Isaacson & Co
New York
$8.96M +$856K +2,090 +11%
GM
788
GeoWealth Management
Illinois
$8.87M +$7.57M +18,502 +1,027%
WG
789
Welch Group
Alabama
$8.87M +$4.09K +10 +0%
SCP
790
Sivia Capital Partners
California
$8.86M +$8.3M +20,285 New
FPAS
791
Focus Partners Advisor Solutions
Missouri
$8.85M -$2.06M -5,031 -20%
KW
792
KWB Wealth
California
$8.84M -$205K -501 -2%
CPG
793
Custom Portfolio Group
Colorado
$8.82M +$8.52M +20,799 New
MIA
794
MMBG Investment Advisors
Florida
$8.78M -$1.43M -3,490 -15%
AWM
795
Adams Wealth Management
Utah
$8.75M -$3.29M -8,035 -29%
KCG
796
Kinsale Capital Group
Virginia
$8.74M +$8.19M +20,000 New
HPWM
797
High Pines Wealth Management
Massachusetts
$8.73M -$3.27K -8 -0%
DW
798
Dodds Wealth
Colorado
$8.72M +$8.18M +19,970 New
ZCM
799
Ziegler Capital Management
Illinois
$8.71M +$49.5K +121 +0.6%
WP
800
WealthSource Partners
California
$8.66M +$2.49M +6,075 +44%
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