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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
976
Carroll Financial Associates
North Carolina
$517K +$73K +258 +17%
KPWG
977
KFA Private Wealth Group
Virginia
$517K +$494K +1,748 New
PNC
978
Park National Corp
Ohio
$515K – – –
RFA
979
Reilly Financial Advisors
California
$515K +$14.1K +50 +3%
MWM
980
Moulton Wealth Management
Washington
$515K +$492K +1,738 New
WHG
981
Westwood Holdings Group
Texas
$514K -$3.39K -12 -0.7%
NEWAS
982
N.E.W. Advisory Services
Wisconsin
$512K +$489K +1,727 New
LFG
983
LifePlan Financial Group
Ohio
$510K +$20.1K +71 +4%
EDRH
984
Edmond de Rothschild Holding
Switzerland
$509K -$1.11M -3,910 -69%
TIM
985
Tortoise Investment Management
New York
$505K -$13.3K -47 -3%
CRC
986
Curi RMB Capital
Illinois
$505K +$2.26K +8 +0.5%
RE
987
RBC Europe
United Kingdom
$504K -$12.7K -45 -3%
JWM
988
Janiczek Wealth Management
Colorado
$502K -$28.3K -100 -6%
PWM
989
Perigon Wealth Management
California
$500K +$40.5K +143 +9%
MCM
990
MAI Capital Management
Ohio
$496K +$33.1K +117 +8%
FSA
991
Fort Sheridan Advisors
Illinois
$494K +$20.4K +72 +5%
IPW
992
Inlet Private Wealth
Florida
$493K +$471K +1,665 New
SB
993
Strategic Blueprint
Georgia
$488K +$413K +1,459 +768%
EAM
994
Evanson Asset Management
California
$482K +$283 +1 +0.1%
TPA
995
Trivium Point Advisory
Connecticut
$482K +$9.05K +32 +2%
KCM
996
Kathmere Capital Management
Pennsylvania
$479K +$458K +1,619 New
MS
997
Madden Securities
Texas
$479K +$460K +1,626 New
JFGIW
998
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$478K – – –
CWM
999
Chesapeake Wealth Management
Virginia
$477K +$456K +1,611 New
CAM
1000
Cidel Asset Management
Ontario, Canada
$474K -$1.4M -4,956 -76%
38 39
40
41 42