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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
601
Optimum Investment Advisors
Illinois
$672K +$85.6K +345 +15%
NWP
602
Northstar Wealth Partners
Connecticut
$671K +$57.8K +233 +9%
OPCM
603
Osborne Partners Capital Management
California
$659K +$257K +1,035 +64%
IC
604
InterOcean Capital
Illinois
$659K +$656K +2,642 New
AWA
605
Alaska Wealth Advisors
Alaska
$654K +$2.48K +10 +0.4%
LFS
606
Legacy Financial Strategies
Kansas
$654K +$31.8K +128 +5%
BIA
607
BHK Investment Advisors
Alabama
$653K – – –
FI
608
FormulaFolio Investments
Michigan
$652K +$319K +1,286 +97%
SWM
609
SeaCrest Wealth Management
New York
$651K +$66.5K +268 +11%
TI
610
Truepoint Inc
Ohio
$642K +$491K +1,977 +333%
CAM
611
Concorde Asset Management
Michigan
$641K +$77K +310 +14%
SYBT
612
Stock Yards Bank & Trust
Kentucky
$637K +$633K +2,552 New
MM
613
Meridian Management
Arkansas
$633K – – –
QPWM
614
Quadrant Private Wealth Management
Pennsylvania
$632K +$12.9K +52 +2%
BWM
615
Buckley Wealth Management
Nevada
$628K – – –
CLOS
616
Compagnie Lombard Odier SCmA
Switzerland
$624K – – –
AIM
617
Allen Investment Management
New York
$619K -$2.82M -11,341 -82%
RWP
618
RWA Wealth Partners
Massachusetts
$611K -$7.94K -32 -1%
CMBA
619
C.M. Bidwell & Associates
Hawaii
$608K +$2.48K +10 +0.4%
PA
620
PFG Advisors
Arizona
$599K +$85.1K +343 +17%
CA
621
Capital Advantage
California
$597K -$47.9K -193 -7%
IIC
622
Integrated Investment Consultants
Michigan
$593K – – –
PFS
623
Prospera Financial Services
Texas
$592K -$412K -1,659 -41%
ECM
624
EagleClaw Capital Management
Massachusetts
$590K – – –
FB
625
Fulton Bank
Pennsylvania
$586K +$583K +2,350 New
23 24
25
26 27