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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
601
Xcel Wealth Management
Florida
$1.4M – – –
CMBA
602
C.M. Bidwell & Associates
Hawaii
$1.4M +$590K +2,230 +75%
FSCM
603
Front Street Capital Management
Montana
$1.4M +$35.2K +133 +3%
OWP
604
Obermeyer Wealth Partners
Colorado
$1.39M – – –
IGGA
605
Iron Gate Global Advisors
Utah
$1.38M +$247K +934 +22%
KWM
606
Kingsview Wealth Management
Oregon
$1.35M -$1.36M -5,140 -51%
SDWIA
607
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.35M -$1.32M -5,000 -50%
VCM
608
Vivaldi Capital Management
Illinois
$1.34M -$52.9K -200 -4%
ACM
609
Ategra Capital Management
Virginia
$1.32M -$453K -1,711 -26%
PTC
610
Private Trust Company
Ohio
$1.32M -$101K -382 -7%
SCA
611
Snowden Capital Advisors
New York
$1.3M -$7.67K -29 -0.6%
HC
612
Hamilton Capital
Ohio
$1.28M +$491K +1,855 +64%
PWG
613
Private Wealth Group
Florida
$1.28M – – –
NWP
614
Northstar Wealth Partners
Connecticut
$1.28M – – –
WF
615
Welch & Forbes
Massachusetts
$1.26M -$926K -3,500 -43%
9WM
616
9258 Wealth Management
Ohio
$1.26M -$22.5K -85 -2%
CAI
617
Capital Advisors Inc
Oklahoma
$1.25M +$1.23M +4,664 New
BBPWM
618
Blue Bell Private Wealth Management
Pennsylvania
$1.25M -$42.3K -160 -3%
AA
619
Advisory Alpha
Michigan
$1.25M +$468K +1,769 +63%
FCM
620
Force Capital Management
New York
$1.24M – – –
BDF
621
Black Diamond Financial
Maryland
$1.23M – – –
PCIA
622
Prime Capital Investment Advisors
Kansas
$1.22M +$794 +3 +0.1%
MAS
623
Madden Advisory Services
Florida
$1.22M -$78.3K -296 -6%
FFBTD
624
First Financial Bank - Trust Division
Ohio
$1.22M – – –
PWW
625
Pettyjohn Wood & White
Virginia
$1.22M +$1.85K +7 +0.2%
23 24
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