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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
951
McCollum Christoferson Group
New York
$2.86M +$76.5K +203 +3%
MGWM
952
Marks Group Wealth Management
Minnesota
$2.85M +$227K +602 +8%
CT
953
Cambridge Trust
Massachusetts
$2.85M +$364K +966 +13%
AWA
954
AmeriServ Wealth Advisors
Pennsylvania
$2.85M -$21.7M -57,668 -88%
RJTCONH
955
Raymond James Trust Company of New Hampshire
New Hampshire
$2.85M +$154K +408 +5%
CFD
956
Creative Financial Designs
Indiana
$2.85M +$303K +805 +11%
MA
957
MJP Associates
Connecticut
$2.85M -$12.6M -33,380 -80%
AMR
958
Asset Management Resources
Massachusetts
$2.84M +$1.23M +3,263 +66%
DFC
959
DB Fitzpatrick & Co
Idaho
$2.83M -$26.7K -71 -0.9%
NAMP
960
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.83M +$138K +365 +5%
CIM
961
Contravisory Investment Management
Massachusetts
$2.81M +$198K +525 +7%
PL
962
Parthenon LLC
Kentucky
$2.81M +$397K +1,053 +15%
BWAM
963
Boyd Watterson Asset Management
Ohio
$2.81M – – –
WPP
964
Whalerock Point Partners
Rhode Island
$2.81M -$5.27K -14 -0.2%
MWM
965
Modera Wealth Management
New Jersey
$2.79M -$268K -712 -8%
CPP
966
Capasso Planning Partners
South Carolina
$2.78M -$555K -1,473 -16%
S
967
Surevest
California
$2.78M – – –
GVAG
968
Great Valley Advisor Group
Delaware
$2.77M +$106K +281 +4%
DAS
969
Dynamic Advisor Solutions
Arizona
$2.77M -$283K -750 -9%
LWM
970
Liberty Wealth Management
California
$2.77M -$4.14K -11 -0.1%
FIA
971
Foundations Investment Advisors
Arizona
$2.76M +$105K +279 +4%
CFAM
972
Coury Firm Asset Management
Pennsylvania
$2.76M +$821K +2,178 +38%
BCMLT
973
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75M -$28.3K -75 -1%
TCOO
974
Trust Company of Oklahoma
Oklahoma
$2.73M -$28.3K -75 -0.9%
JGUA
975
John G. Ullman & Associates
New York
$2.73M -$27.5K -73 -0.9%
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