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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
976
Independence Bank of Kentucky
Kentucky
$179K – – –
NFG
977
Next Financial Group
Texas
$176K -$984K -3,939 -85%
BWM
978
BerganKDV Wealth Management
Minnesota
$176K – – –
NFH
979
NEXT Financial Holdings
Texas
$176K +$170K +680 New
CAM
980
Columbia Asset Management
Michigan
$168K – – –
MWM
981
Mascoma Wealth Management
New Hampshire
$161K – – –
CIAS
982
Capital Investment Advisory Services
North Carolina
$154K – – –
TFO
983
Tarbox Family Office
California
$154K – – –
BWA
984
Burt Wealth Advisors
Maryland
$148K – – –
IWP
985
Icon Wealth Partners
Texas
$147K +$999 +4 +0.7%
CCM
986
Covington Capital Management
California
$145K -$74.9K -300 -35%
GT
987
Glenmede Trust
Pennsylvania
$140K -$7.23M -28,946 -5%
VCM
988
Versant Capital Management
Arizona
$134K – – –
NCM
989
Northstar Capital Management
New York
$134K +$129K +515 New
WC
990
Westwind Capital
New Mexico
$131K – – –
AF
991
Allworth Financial
California
$130K -$10.5K -42 -8%
CH
992
Canton Hathaway
Rhode Island
$128K – – –
MCM
993
MV Capital Management
Maryland
$122K – – –
TFGT
994
TS Financial Group (TSFG)
Illinois
$119K +$115K +460 New
FGAM
995
Financial Gravity Asset Management
Texas
$116K +$110K +441 New
CTC
996
Central Trust Company
Missouri
$115K -$3.25K -13 -3%
PWMG
997
Prestige Wealth Management Group
New Jersey
$112K -$8.99K -36 -8%
GWMIA
998
Global Wealth Management Investment Advisory
Florida
$110K -$216K -864 -67%
RFM
999
Royal Fund Management
Florida
$109K +$40.5K +162 +63%
FNB
1000
Farmers National Bank
Kentucky
$108K +$104K +416 New
38 39
40
41 42