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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
601
Vivaldi Capital Management
Illinois
$1.2M +$171K +691 +15%
BJL
602
Brighton Jones LLC
Washington
$1.2M -$12.9K -52 -1%
BCM
603
Brookstone Capital Management
Illinois
$1.19M -$1.16M -4,686 -48%
BRWM
604
B. Riley Wealth Management
Tennessee
$1.19M +$1.28M +5,175 New
FSCM
605
Front Street Capital Management
Montana
$1.19M +$20.6K +83 +2%
PL
606
Plancorp LLC
Missouri
$1.17M -$19.8K -80 -2%
XWM
607
Xcel Wealth Management
Florida
$1.16M +$1.25M +5,066 New
BBPWM
608
Blue Bell Private Wealth Management
Pennsylvania
$1.16M -$96.6K -390 -7%
ACM
609
Allred Capital Management
Texas
$1.15M +$1.23M +4,985 New
PTC
610
Private Trust Company
Ohio
$1.14M +$271K +1,094 +28%
JIC
611
Joel Isaacson & Co
New York
$1.14M +$179K +721 +18%
BDF
612
Black Diamond Financial
Maryland
$1.12M +$1.22M +4,917 New
EGA
613
E&G Advisors
Texas
$1.12M – – –
RIM
614
Rampart Investment Management
Connecticut
$1.08M -$1M -4,042 -46%
UWM
615
USAdvisors Wealth Management
Minnesota
$1.08M +$1.17M +4,718 New
PCIA
616
Prime Capital Investment Advisors
Kansas
$1.08M +$893K +3,607 +331%
BW
617
Bison Wealth
Georgia
$1.08M +$1.16M +4,684 New
CAMG
618
CWA Asset Management Group
Florida
$1.07M +$99.8K +403 +9%
EDRH
619
Edmond de Rothschild Holding
Switzerland
$1.07M +$39.6K +160 +4%
NFG
620
Next Financial Group
Texas
$1.06M +$1.09M +4,392 +1,935%
MAS
621
Madden Advisory Services
Florida
$1.06M +$15.6K +63 +1%
BFA
622
Beaumont Financial Advisors
Massachusetts
$1.06M -$262K -1,056 -19%
CIA
623
Capital Investment Advisors
Georgia
$1.04M -$115K -466 -9%
FFBTD
624
First Financial Bank - Trust Division
Ohio
$1.04M – – –
LP
625
LGL Partners
Pennsylvania
$1.04M -$383K -1,545 -25%
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