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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
976
Northwest Wealth Management
Iowa
$1.82M +$8.52K +21 +0.5%
RFA
977
Radnor Financial Advisors
Pennsylvania
$1.82M +$527K +1,298 +39%
PSUF
978
People's United Financial
Connecticut
$1.79M -$20.3K -50 -1%
HKAM
979
Horizon Kinetics Asset Management
New York
$1.79M -$38.9K -96 -2%
SAM
980
SP Asset Management
California
$1.78M +$101K +248 +6%
SFPG
981
Stonebridge Financial Planning Group
Florida
$1.78M -$36.1K -89 -2%
CFAM
982
Center For Asset Management
Florida
$1.75M +$228K +561 +14%
CHA
983
Cooper/Haims Advisors
New York
$1.74M +$4.06K +10 +0.2%
HIA
984
Harbor Investment Advisory
Maryland
$1.72M – – –
CANC
985
Culbertson A N & Co
Virginia
$1.72M +$32.5K +80 +2%
BMM
986
Buffington Mohr McNeal
Idaho
$1.7M +$99.4K +245 +6%
BG
987
Bollard Group
Massachusetts
$1.7M +$771K +1,901 +79%
BAM
988
Barrett Asset Management
New York
$1.69M +$406 +1 +0%
IWN
989
Independent Wealth Network
Iowa
$1.68M +$1.6M +3,938 New
WI
990
WBI Investments
New Jersey
$1.67M +$1.75M +4,302 New
ACA
991
Atlas Capital Advisors
Wyoming
$1.67M +$107K +263 +7%
WPC
992
Waters Parkerson & Co
Louisiana
$1.67M +$162K +400 +10%
PWG
993
Private Wealth Group
Florida
$1.67M – – –
FBA
994
Front Barnett Associates
Illinois
$1.65M – – –
LWANC
995
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.65M +$720K +1,774 +74%
WA
996
WBH Advisory
Maryland
$1.64M +$2.43K +6 +0.1%
FFN
997
Focus Financial Network
Minnesota
$1.64M +$18.7K +46 +1%
DWM
998
Destination Wealth Management
California
$1.63M +$91.7K +226 +6%
BCM
999
Bayesian Capital Management
New York
$1.62M +$1.66M +4,100 New
SCM
1000
SCS Capital Management
Massachusetts
$1.61M -$395K -974 -60%
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40
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