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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1251
Madden Securities
Texas
$633K -$34.8K -98 -5%
AWA
1252
Alta Wealth Advisors
Massachusetts
$630K -$1.77K -5 -0.3%
CHJWM
1253
Carlton Hofferkamp & Jenks Wealth Management
Texas
$630K +$92.6K +261 +19%
CFS
1254
Cannon Financial Strategists
Georgia
$629K – – –
KM
1255
Kalos Management
Georgia
$623K +$290K +818 +100%
PP
1256
Palladium Partners
Virginia
$623K +$290K +819 +92%
OIM
1257
Opus Investment Management
Massachusetts
$619K +$603K +1,700 New
MAS
1258
Managed Account Services
Florida
$614K – – –
KIG
1259
Kowal Investment Group
Wisconsin
$613K -$334K -943 -36%
IAMOG
1260
Investors Asset Management of Georgia
Georgia
$613K +$69.2K +195 +13%
BA
1261
Bridgewater Advisors
New York
$613K +$583K +1,644 New
MCM
1262
Monument Capital Management
Virginia
$612K -$4.1M -11,566 -87%
MWP
1263
MYCIO Wealth Partners
Pennsylvania
$610K +$594K +1,674 New
RCWMU
1264
Rothschild & Co Wealth Management (UK)
United Kingdom
$609K +$593K +1,671 New
WFA
1265
Wipfli Financial Advisors
Wisconsin
$609K +$47.9K +135 +9%
PFA
1266
Pure Financial Advisors
California
$608K +$709 +2 +0.1%
CBFP
1267
Cedar Brook Financial Partners
Ohio
$606K +$55K +155 +10%
DPI
1268
Diversified Portfolios Inc
Michigan
$605K – – –
AA
1269
Apriem Advisors
California
$605K +$43.6K +123 +8%
BTWM
1270
Baker Tilly Wealth Management
Wisconsin
$601K +$355 +1 +0.1%
PIG
1271
Pantheon Investment Group
California
$600K +$31.9K +90 +6%
F
1272
F3Logic
Minnesota
$597K +$581K +1,638 New
PFM
1273
Parsec Financial Management
North Carolina
$590K -$10.3K -29 -2%
SIAG
1274
Safeguard Investment Advisory Group
California
$589K +$40.4K +114 +8%
MCM
1275
McRae Capital Management
New Jersey
$588K -$102K -287 -15%
49 50
51
52 53