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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1051
Investors Financial Group
Minnesota
$361K -$1.17M -4,165 -73%
RFM
1052
Royal Fund Management
Florida
$360K +$203K +726 +91%
MFW
1053
Mosaic Family Wealth
Missouri
$358K +$9.81K +35 +2%
NWP
1054
Northstar Wealth Partners
Connecticut
$356K -$880K -3,142 -68%
RDWM
1055
Red Door Wealth Management
Tennessee
$352K -$2.52K -9 -0.6%
AA
1056
Alesco Advisors
New York
$348K -$1.04M -3,710 -72%
WAM
1057
Weatherly Asset Management
California
$346K – – –
FC
1058
FCA Corp
Texas
$346K +$70.9K +253 +21%
RGC
1059
Roberts, Glore & Co
Illinois
$345K +$174K +620 +74%
PP
1060
Parplus Partners
New York
$343K – – –
PCS
1061
Personal CFO Solutions
New Jersey
$343K +$42K +150 +12%
SFM
1062
Signet Financial Management
New Jersey
$342K – – –
CWM
1063
Concentrum Wealth Management
California
$341K -$215K -769 -35%
CCMG
1064
Clark Capital Management Group
Pennsylvania
$341K -$25.8K -92 -6%
PAM
1065
Panagora Asset Management
Massachusetts
$341K +$213K +760 +112%
EAM
1066
Evanson Asset Management
California
$338K -$56.3K -201 -12%
SFG
1067
SNS Financial Group
Minnesota
$338K +$841 +3 +0.2%
ML
1068
McAdam LLC
Pennsylvania
$335K +$10.6K +38 +3%
SMG
1069
Smart Money Group
Texas
$334K +$395K +1,411 New
CPA
1070
Court Place Advisors
Maryland
$332K +$15.7K +56 +4%
WPC
1071
Waters Parkerson & Co
Louisiana
$331K +$104K +371 +36%
AFM
1072
Andesa Financial Management
Pennsylvania
$330K -$5.04K -18 -1%
RIL
1073
Rothschild Investment LLC
Illinois
$330K +$2.8K +10 +0.7%
CIAS
1074
CBIZ Investment Advisory Services
Ohio
$328K – – –
LWS
1075
Lucia Wealth Services
California
$328K – – –
41 42
43
44 45