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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
3201
Alexis Investment Partners
Texas
$110K +$110K +204 New
FWM
3202
FSA Wealth Management
Massachusetts
$108K -$5.42K -10 -5%
GIM
3203
Gold Investment Management
Alberta, Canada
$107K – – –
GPFA
3204
Game Plan Financial Advisors
Ohio
$106K -$1.08K -2 -1%
AWM
3205
Accredited Wealth Management
Kentucky
$105K +$106K +195 New
UOTTAIMCU
3206
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$100K +$89.9K +166 +830%
OC
3207
Oakworth Capital
Alabama
$99.7K – – –
CICI
3208
Capital Investment Counsel Inc
North Carolina
$98.6K +$1.63K +3 +2%
PSFG
3209
Park Square Financial Group
Georgia
$98.6K +$99.1K +183 New
PS
3210
Pinney & Scofield
Massachusetts
$98.4K +$99.1K +183 New
PWM
3211
Provident Wealth Management
Tennessee
$95.4K +$42.2K +78 +79%
DRS
3212
Deane Retirement Strategies
Louisiana
$94.8K -$68.8K -127 -42%
TCM
3213
TruNorth Capital Management
Michigan
$92.7K -$542 -1 -0.6%
BTC
3214
Bank & Trust Company
Illinois
$92.7K – – –
DCM
3215
Davis Capital Management
Florida
$91.6K -$1.63K -3 -2%
BPAMU
3216
BTG Pactual Asset Management US
New York
$91K +$88.3K +163 New
M
3217
MOTCO
Texas
$88.9K +$52.5K +97 +143%
CB
3218
CNB Bank
Pennsylvania
$88.4K – – –
BAM
3219
Bellevue Asset Management
Washington
$87.3K +$19K +35 +28%
WTFG
3220
Wood Tarver Financial Group
Idaho
$86K +$87.2K +161 New
CFS
3221
CGC Financial Services
Oregon
$84.6K +$3.25K +6 +4%
WCAMG
3222
Woodard & Company Asset Management Group
North Carolina
$81.9K – – –
CWM
3223
CarsonAllaria Wealth Management
Illinois
$81.1K +$542 +1 +0.7%
APW
3224
Acima Private Wealth
Virginia
$80.8K – – –
BFP
3225
Briaud Financial Planning
Texas
$78K +$75.8K +140 +2,800%
127 128
129
130 131