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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
801
HM Payson & Co
Maine
$986K +$29.1K +103 +3%
PAG
802
Pinnacle Advisory Group
Maryland
$979K +$936K +3,308 New
CHA
803
Cooper/Haims Advisors
New York
$968K +$1.41K +5 +0.2%
PIA
804
Pinion Investment Advisors
Kansas
$967K +$165K +584 +22%
CA
805
Capital Advantage
California
$966K +$403K +1,426 +81%
AP
806
Adero Partners
California
$965K +$923K +3,264 New
CBT
807
Capital Bank & Trust
California
$964K – – –
FCCM
808
First City Capital Management
Georgia
$963K +$485K +1,713 +111%
IC
809
InterOcean Capital
Illinois
$960K – – –
SC
810
Savant Capital
Illinois
$958K +$326K +1,151 +55%
NL
811
NWAM LLC
Washington
$955K +$493K +1,743 +117%
NDSI
812
Newman Dignan & Sheerar Inc
Rhode Island
$945K +$8.77K +31 +1%
DCM
813
Disciplina Capital Management
Tennessee
$942K -$849K -3,000 -49%
BHWM
814
Bay Harbor Wealth Management
Maryland
$939K -$1.7K -6 -0.2%
AIM
815
Allen Investment Management
New York
$939K +$193K +683 +27%
TFS
816
Thoroughbred Financial Services
Tennessee
$929K -$54.9K -194 -6%
SWM
817
SeaCrest Wealth Management
New York
$928K +$41.9K +148 +5%
WA
818
WBH Advisory
Maryland
$927K +$111K +393 +14%
PSP
819
Principal Street Partners
Tennessee
$923K +$8.49K +30 +1%
LSA
820
Lion Street Advisors
Texas
$918K +$877K +3,101 New
FWCM
821
Ferguson Wellman Capital Management
Oregon
$917K -$23.8K -84 -3%
HB
822
Horizon Bancorp
Indiana
$917K +$877K +3,100 New
GG
823
GenWealth Group
New Jersey
$910K – – –
TI
824
Truepoint Inc
Ohio
$910K +$4.81K +17 +0.6%
VDI
825
Vaughan David Investments
Illinois
$907K – – –
31 32
33
34 35