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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
526
National Planning Corporation
California
$482K -$620K -2,815 -57%
CIA
527
Covington Investment Advisors
Pennsylvania
$478K -$220 -1 -0%
PFM
528
Parsec Financial Management
North Carolina
$476K +$1.98K +9 +0.4%
EFS
529
Essex Financial Services
Connecticut
$476K +$20.2K +92 +4%
LNC
530
Lincoln National Corp
Pennsylvania
$463K +$167K +759 +57%
RWM
531
Ritholtz Wealth Management
New York
$455K +$451K +2,048 New
FWSM
532
First Wilshire Securities Management
California
$452K – – –
FAB
533
First American Bank
Illinois
$450K -$35.2K -160 -7%
TCM
534
TD Capital Management
Tennessee
$447K +$1.98K +9 +0.4%
SVCP
535
Silicon Valley Capital Partners
California
$446K +$1.98K +9 +0.5%
BJL
536
Brighton Jones LLC
Washington
$434K +$430K +1,954 New
RMDI
537
R.M. Davis Inc
Maine
$431K +$25.8K +117 +6%
B
538
BancorpSouth
Mississippi
$425K – – –
1SB
539
1ST Source Bank
Indiana
$422K -$25.8K -117 -6%
ZCA
540
Zeke Capital Advisors
Pennsylvania
$419K +$22K +100 +6%
CCM
541
Catawba Capital Management
Virginia
$415K -$28.6K -130 -7%
CB
542
Commerce Bank
Missouri
$413K +$39.6K +180 +11%
FWCM
543
Ferguson Wellman Capital Management
Oregon
$413K +$70.9K +322 +21%
RWA
544
Ropes Wealth Advisors
Massachusetts
$411K +$270K +1,227 +197%
NL
545
NWAM LLC
Washington
$410K +$407K +1,848 New
SBIA
546
Sheaff Brock Investment Advisors
Indiana
$409K -$158K -716 -28%
TIM
547
Tortoise Investment Management
New York
$406K +$1.76K +8 +0.4%
TA
548
Tiedemann Advisors
New York
$405K -$125K -570 -24%
TCOO
549
Trust Company of Oklahoma
Oklahoma
$405K +$80.3K +365 +25%
GG
550
GenWealth Group
New Jersey
$398K +$395K +1,796 New
20 21
22
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