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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1201
Kornitzer Capital Management
Kansas
$2.28M +$133K +326 +6%
BF
1202
Brooklyn FI
New York
$2.27M +$39.3K +96 +2%
API
1203
Advisor Partners II
California
$2.27M – – –
KAS
1204
KPP Advisory Services
Kentucky
$2.26M +$2.35M +5,746 New
FSA
1205
Fort Sheridan Advisors
Illinois
$2.25M +$114K +278 +5%
CIA
1206
Compass Ion Advisors
Pennsylvania
$2.25M +$2.34M +5,732 New
PAIM
1207
Punch & Associates Investment Management
Minnesota
$2.25M +$83K +203 +4%
SIM
1208
Stratos Investment Management
Ohio
$2.24M +$2.34M +5,712 New
FA
1209
Faithward Advisors
Pennsylvania
$2.24M -$108K -265 -5%
SAM
1210
SignalPoint Asset Management
Missouri
$2.23M +$511K +1,250 +28%
BBA
1211
BLB&B Advisors
Pennsylvania
$2.23M +$416K +1,018 +22%
WWM
1212
Wolff Wiese Magana
California
$2.2M +$103K +252 +5%
TWM
1213
Tradition Wealth Management
Minnesota
$2.2M -$4.33M -10,587 -65%
RLWM
1214
RF&L Wealth Management
Massachusetts
$2.2M +$60.1K +147 +3%
DFC
1215
DBK Financial Counsel
Ohio
$2.2M +$100K +245 +5%
S
1216
SignatureFD
Georgia
$2.19M -$15.9K -39 -0.7%
CWA
1217
Consilio Wealth Advisors
Washington
$2.18M -$135K -329 -6%
HI
1218
Horizon Investments
North Carolina
$2.18M +$405K +990 +22%
FP
1219
Financial Perspectives
Minnesota
$2.17M +$23.3K +57 +1%
S
1220
Syntrinsic
Colorado
$2.17M +$2.26M +5,529 New
NCM
1221
Next Capital Management
New York
$2.16M +$810K +1,980 +56%
GW
1222
GW & Wade
Massachusetts
$2.15M -$67.9K -166 -3%
JIP
1223
Jaffetilchin Investment Partners
Florida
$2.15M +$142K +347 +7%
PTP
1224
Platform Technology Partners
New York
$2.13M -$150K -366 -6%
WA
1225
Waddell & Associates
Tennessee
$2.12M +$4.91K +12 +0.2%
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