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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
601
WBH Advisory
Maryland
$592K – – –
SPI
602
Santori & Peters Inc
Pennsylvania
$591K +$588K +2,462 New
WLIM
603
White Lighthouse Investment Management
Massachusetts
$587K +$572K +2,393 New
AW
604
ACG Wealth
Georgia
$586K +$19.1K +80 +3%
ECM
605
EagleClaw Capital Management
Massachusetts
$580K – – –
OIA
606
Optimum Investment Advisors
Illinois
$576K -$1.67K -7 -0.3%
ATIA
607
American Trust Investment Advisors
New Hampshire
$576K +$127K +532 +29%
TNB
608
Thomasville National Bank
Georgia
$566K -$44.9K -188 -8%
SWM
609
SeaCrest Wealth Management
New York
$565K +$550K +2,303 New
PMG
610
ProVise Management Group
Florida
$556K -$4.54K -19 -0.8%
RWM
611
Ritholtz Wealth Management
New York
$556K +$52.1K +218 +11%
CAM
612
Concorde Asset Management
Michigan
$549K -$269K -1,127 -34%
AWA
613
Alaska Wealth Advisors
Alaska
$542K +$529K +2,212 New
GIA
614
Guyasuta Investment Advisors
Pennsylvania
$540K – – –
RRC
615
Relaxing Retirement Coach
Massachusetts
$540K +$527K +2,203 New
AIA
616
Arcadia Investment Advisors
Idaho
$538K +$524K +2,192 New
EF
617
Empirical Finance
Pennsylvania
$534K – – –
PFM
618
Parsec Financial Management
North Carolina
$532K +$2.63K +11 +0.5%
MFG
619
Merit Financial Group
Georgia
$532K +$526K +2,202 New
TCOO
620
Trust Company of Oklahoma
Oklahoma
$524K +$53.8K +225 +12%
FFC
621
First Financial Corp
Indiana
$514K +$201K +840 +67%
EWM
622
Edge Wealth Management
New York
$507K -$20.3K -85 -4%
HPC
623
Hobart Private Capital
North Carolina
$505K +$492K +2,058 New
BFC
624
Bedel Financial Consulting
Indiana
$500K +$488K +2,040 New
TCM
625
TD Capital Management
Tennessee
$499K +$2.39K +10 +0.5%
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