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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1451
Meridian Management
Arkansas
$847K – – –
KFC
1452
Klingenstein Fields & Co
New York
$840K – – –
FCG
1453
Financial Connections Group
California
$838K +$810K +1,920 New
KM
1454
Kalos Management
Georgia
$837K +$16K +38 +2%
WIC
1455
Whitegate Investment Counselors
New Hampshire
$836K +$808K +1,915 New
WE
1456
Wealth Effects
Massachusetts
$834K +$806K +1,910 New
CCMG
1457
Clark Capital Management Group
Pennsylvania
$829K +$90.3K +214 +13%
GEA
1458
Glen Eagle Advisors
New Jersey
$823K – – –
WP
1459
WealthPLAN Partners
Nebraska
$823K +$543K +1,287 +183%
FCCM
1460
First City Capital Management
Georgia
$821K -$38K -90 -4%
SIS
1461
Sound Income Strategies
Florida
$818K +$71.3K +169 +10%
TC
1462
TownSquare Capital
Utah
$818K +$111K +263 +16%
CC
1463
Cannell & Co
New York
$814K +$46.9K +111 +6%
CCT
1464
Country Club Trust
Missouri
$810K – – –
RWP
1465
RWA Wealth Partners
Massachusetts
$810K +$20.7K +49 +3%
DBT
1466
Dubuque Bank & Trust
Iowa
$807K +$62.1K +147 +9%
BI
1467
Blooom Inc
Kansas
$807K +$2.34M +5,538 +364%
TFA
1468
Toth Financial Advisory
Virginia
$805K -$75.6K -179 -9%
TTWM
1469
TCV Trust & Wealth Management
Virginia
$803K – – –
WTFG
1470
Wells Trecaso Financial Group
Ohio
$803K – – –
WA
1471
Winfield Associates
Ohio
$799K – – –
PWM
1472
PRW Wealth Management
Massachusetts
$795K +$9.71K +23 +1%
TNB
1473
Thomasville National Bank
Georgia
$793K – – –
1IA
1474
1834 Investment Advisors
Wisconsin
$789K +$10.1K +24 +1%
WAM
1475
Weinberger Asset Management
California
$789K +$763K +1,807 New
57 58
59
60 61