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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
601
USAdvisors Wealth Management
Minnesota
$1.43M +$50.3K +190 +4%
CCFM
602
Clear Creek Financial Management
Washington
$1.41M +$1.38M +5,208 New
CB
603
Commerce Bank
Missouri
$1.41M +$17.2K +65 +1%
WCG
604
Weaver Consulting Group
California
$1.4M +$47.1K +178 +4%
BJL
605
Brighton Jones LLC
Washington
$1.4M -$97.9K -370 -7%
XWM
606
Xcel Wealth Management
Florida
$1.4M – – –
CMBA
607
C.M. Bidwell & Associates
Hawaii
$1.4M +$590K +2,230 +75%
FSCM
608
Front Street Capital Management
Montana
$1.4M +$35.2K +133 +3%
OWP
609
Obermeyer Wealth Partners
Colorado
$1.39M – – –
IGGA
610
Iron Gate Global Advisors
Utah
$1.38M +$247K +934 +22%
KWM
611
Kingsview Wealth Management
Oregon
$1.35M -$1.36M -5,140 -51%
SDWIA
612
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.35M -$1.32M -5,000 -50%
VCM
613
Vivaldi Capital Management
Illinois
$1.34M -$52.9K -200 -4%
ACM
614
Ategra Capital Management
Virginia
$1.32M -$453K -1,711 -26%
PTC
615
Private Trust Company
Ohio
$1.32M -$101K -382 -7%
SCA
616
Snowden Capital Advisors
New York
$1.3M -$7.67K -29 -0.6%
HC
617
Hamilton Capital
Ohio
$1.28M +$491K +1,855 +64%
PWG
618
Private Wealth Group
Florida
$1.28M – – –
NWP
619
Northstar Wealth Partners
Connecticut
$1.28M – – –
WF
620
Welch & Forbes
Massachusetts
$1.26M -$926K -3,500 -43%
9WM
621
9258 Wealth Management
Ohio
$1.26M -$22.5K -85 -2%
CAI
622
Capital Advisors Inc
Oklahoma
$1.25M +$1.23M +4,664 New
BBPWM
623
Blue Bell Private Wealth Management
Pennsylvania
$1.25M -$42.3K -160 -3%
AA
624
Advisory Alpha
Michigan
$1.25M +$468K +1,769 +63%
FCM
625
Force Capital Management
New York
$1.24M – – –
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