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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
201
Longer Investments
Arkansas
$3.95M +$3.75M +20,960 New
Axa
202
Axa
France
$3.89M +$1.35M +7,540 +58%
DW
203
Domani Wealth
Pennsylvania
$3.87M +$3.68M +20,547 New
SFG
204
Sage Financial Group
Pennsylvania
$3.83M +$623K +3,480 +21%
SAM
205
Securian Asset Management
Minnesota
$3.8M – – –
BPCE
206
Bank Pictet & Cie (Europe)
Germany
$3.77M – – –
EA
207
Elm Advisors
California
$3.77M +$125K +700 +4%
CA
208
Capital Advantage
California
$3.75M -$55.8K -312 -2%
FFA
209
First Foundation Advisors
California
$3.74M -$756K -4,223 -18%
LIM
210
Leavell Investment Management
Alabama
$3.72M +$2.36M +13,173 +200%
WRM
211
Westport Resources Management
Connecticut
$3.64M +$1.11M +6,202 +47%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$3.62M +$587K +3,282 +21%
OC
213
Oppenheimer & Co
New York
$3.62M +$1.14M +6,372 +50%
MI
214
Mercer Investments
Massachusetts
$3.59M +$272K +1,521 +9%
FNBOO
215
First National Bank of Omaha
Nebraska
$3.58M +$48.5K +271 +1%
Comerica Bank
216
Comerica Bank
Texas
$3.57M -$2.65M -14,789 -44%
First Manhattan
217
First Manhattan
New York
$3.56M +$9.13K +51 +0.3%
WPP
218
Whalerock Point Partners
Rhode Island
$3.55M +$1.85M +10,317 +121%
RFS
219
Rockefeller Financial Services
New York
$3.41M +$2.2M +12,274 +211%
BC
220
Burney Company
Virginia
$3.36M +$60.8K +340 +2%
GD
221
Grandfield & Dodd
New York
$3.28M -$148K -825 -5%
FT
222
Fiduciary Trust
Massachusetts
$3.19M +$97.4K +544 +3%
BAM
223
Berkshire Asset Management
Pennsylvania
$3.14M -$1.79K -10 -0.1%
FDCC
224
Foster Dykema Cabot & Co
Massachusetts
$2.97M -$277K -1,550 -9%
TCT
225
TIAA CREF Trust
Missouri
$2.88M +$2.73M +15,249 New
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