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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
901
Matrix Asset Advisors
New York
$3.77M +$459K +1,121 +14%
KA
902
Klingman & Associates
New York
$3.73M +$131K +320 +4%
IC
903
Inverness Counsel
New York
$3.72M – – –
RI
904
Ridgewood Investments
New Jersey
$3.72M +$87.2K +213 +2%
PWW
905
Pettyjohn Wood & White
Virginia
$3.72M +$356K +870 +11%
PCA
906
Pallas Capital Advisors
Massachusetts
$3.7M -$207K -506 -5%
ACM
907
Anfield Capital Management
California
$3.7M +$273K +668 +8%
RA
908
RFG Advisory
Alabama
$3.67M -$89.7K -219 -2%
AGP
909
Autumn Glory Partners
Texas
$3.67M +$402K +982 +13%
TWP
910
TFO Wealth Partners
Ohio
$3.66M -$123K -300 -3%
MWM
911
Modera Wealth Management
New Jersey
$3.64M +$440K +1,075 +14%
FPCM
912
Financial Partners Capital Management
New York
$3.64M +$143K +350 +4%
CT
913
Coastline Trust
Rhode Island
$3.64M +$164K +400 +5%
FP
914
Financial Perspectives
Minnesota
$3.63M -$54.9K -134 -2%
DAS
915
Dynamic Advisor Solutions
Arizona
$3.62M -$819 -2 -0%
CWM
916
Concentric Wealth Management
California
$3.61M +$24.2K +59 +0.7%
SFS
917
Summit Financial Strategies
Ohio
$3.6M +$879K +2,146 +33%
QCM
918
Quantinno Capital Management
New York
$3.6M +$3.55M +8,660 New
BWIA
919
Bryant Woods Investment Advisors
New York
$3.59M +$831K +2,030 +31%
B
920
Bensler
Washington
$3.55M +$160K +392 +5%
VT
921
Vise Technologies
New York
$3.55M -$1.03M -2,516 -23%
BCM
922
BTC Capital Management
Iowa
$3.53M +$1.64K +4 +0%
WCM
923
Windham Capital Management
Massachusetts
$3.53M – – –
PWMAG
924
Pinnacle Wealth Management Advisory Group
New Jersey
$3.52M +$35.2K +86 +1%
CSPIA
925
Cary Street Partners Investment Advisory
Virginia
$3.52M +$2.35M +5,736 +210%
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37
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