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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
926
Bradley Foster & Sargent
Connecticut
$2.12M +$1.61M +4,197 +354%
WAM
927
WNY Asset Management
New York
$2.11M -$7.52M -19,583 -79%
NAMM
928
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.11M -$415K -1,082 -17%
BFEC
929
Benjamin F. Edwards & Company
Missouri
$2.11M +$20.7K +54 +1%
QAM
930
QCI Asset Management
New York
$2.1M +$768 +2 +0%
RWM
931
RKL Wealth Management
Pennsylvania
$2.1M +$5.37K +14 +0.3%
MWM
932
Mascoma Wealth Management
New Hampshire
$2.09M -$2.69K -7 -0.1%
WFA
933
Wellspring Financial Advisors
Ohio
$2.09M -$1.63M -4,246 -44%
RWA
934
River Wealth Advisors
Pennsylvania
$2.07M -$76K -198 -4%
AJ
935
Ashburton (Jersey)
Jersey
$2.06M +$2.01M +5,241 New
BMCM
936
Bryn Mawr Capital Management
Pennsylvania
$2.05M -$74.1K -193 -4%
HCIA
937
Hochman Cole Investment Advisors
Illinois
$2.05M +$66.8K +174 +3%
MWM
938
Minot Wealth Management
Massachusetts
$2.04M – – –
IAIM
939
International Assets Investment Management
Florida
$2.04M -$2.07M -5,391 -51%
AP
940
Advisor Partners
California
$2.04M -$511K -1,330 -20%
CCT
941
Capital City Trust
Florida
$2.03M +$532K +1,385 +37%
WWM
942
Wolff Wiese Magana
California
$2.01M +$3.84K +10 +0.2%
TI
943
Trexquant Investment
Connecticut
$2M +$848K +2,209 +77%
TW
944
Transform Wealth
Colorado
$2M -$9.6K -25 -0.5%
GT
945
Greenleaf Trust
Michigan
$1.99M +$34.5K +90 +2%
FC
946
Fiduciary Counselling
Minnesota
$1.98M – – –
RCA
947
Resonant Capital Advisors
Wisconsin
$1.96M -$384 -1 -0%
ZIM
948
Zacks Investment Management
Illinois
$1.95M +$499K +1,299 +35%
BEC
949
Blue Edge Capital
Virginia
$1.94M +$6.53K +17 +0.3%
WCG
950
Weaver Consulting Group
California
$1.94M +$38.8K +101 +2%
36 37
38
39 40