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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
601
Commerce Bank
Missouri
$1.34M +$433K +1,735 +51%
OWP
602
Obermeyer Wealth Partners
Colorado
$1.34M +$312K +1,250 +32%
WCG
603
Weaver Consulting Group
California
$1.34M +$1.26M +5,037 New
UWM
604
USAdvisors Wealth Management
Minnesota
$1.33M +$103K +411 +9%
PL
605
Parthenon LLC
Kentucky
$1.32M +$163K +654 +15%
FSCM
606
Front Street Capital Management
Montana
$1.31M -$24K -96 -2%
NG
607
Northstar Group
New York
$1.31M +$502K +2,011 +66%
AF
608
Affiance Financial
Minnesota
$1.29M +$233K +931 +23%
SCA
609
Snowden Capital Advisors
New York
$1.26M -$530K -2,120 -30%
MAS
610
Madden Advisory Services
Florida
$1.25M +$53.5K +214 +5%
BBPWM
611
Blue Bell Private Wealth Management
Pennsylvania
$1.25M -$57.5K -230 -5%
JIC
612
Joel Isaacson & Co
New York
$1.24M +$2K +8 +0.2%
9WM
613
9258 Wealth Management
Ohio
$1.24M -$580K -2,320 -33%
PWG
614
Private Wealth Group
Florida
$1.23M -$125K -500 -10%
SVWA
615
Sound View Wealth Advisors
Georgia
$1.23M +$158K +632 +15%
NWP
616
Northstar Wealth Partners
Connecticut
$1.23M -$164K -655 -12%
BMA
617
Brooks Moore & Associates
Tennessee
$1.21M +$158K +632 +16%
MHS
618
M Holdings Securities
Oregon
$1.2M +$112K +447 +11%
FCM
619
Force Capital Management
New York
$1.19M +$550K +2,200 +92%
DIA
620
Dana Investment Advisors
Wisconsin
$1.19M -$5.52M -22,097 -83%
DWM
621
Darwin Wealth Management
Florida
$1.19M +$1.14M +4,572 New
BDF
622
Black Diamond Financial
Maryland
$1.19M -$87.2K -349 -7%
EDRH
623
Edmond de Rothschild Holding
Switzerland
$1.18M -$30K -120 -3%
PCIA
624
Prime Capital Investment Advisors
Kansas
$1.18M -$39K -156 -3%
FFBTD
625
First Financial Bank - Trust Division
Ohio
$1.18M – – –
23 24
25
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