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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Stratford Consulting
Texas
$1.66M -$74.4K -274 -4%
BFA
602
Beaumont Financial Advisors
Massachusetts
$1.61M +$38.5K +142 +2%
FPS
603
Fieldpoint Private Securities
Connecticut
$1.61M +$64.3K +237 +4%
FMWA
604
Forvis Mazars Wealth Advisors
Missouri
$1.61M +$809K +2,980 +101%
TAM
605
Todd Asset Management
Kentucky
$1.61M -$96.4K -355 -6%
PL
606
Parthenon LLC
Kentucky
$1.61M +$112K +412 +8%
ZCA
607
Zeke Capital Advisors
Pennsylvania
$1.6M -$118K -434 -7%
B
608
Bailard
California
$1.6M -$12.2K -45 -0.8%
WPW
609
Waldron Private Wealth
Pennsylvania
$1.58M +$1.04M +3,815 +195%
PPSG
610
Princeton Portfolio Strategies Group
New Jersey
$1.57M +$69.2K +255 +5%
OIA
611
Optimum Investment Advisors
Illinois
$1.57M -$63K -232 -4%
ACP
612
Aveo Capital Partners
Colorado
$1.56M -$78.2K -288 -5%
CIM
613
Contravisory Investment Management
Massachusetts
$1.54M -$11.1K -41 -0.7%
EDRH
614
Edmond de Rothschild Holding
Switzerland
$1.53M +$339K +1,250 +29%
JGUA
615
John G. Ullman & Associates
New York
$1.53M -$23.9K -88 -2%
BDF
616
Black Diamond Financial
Maryland
$1.47M +$223K +821 +18%
IGGA
617
Iron Gate Global Advisors
Utah
$1.46M +$61.9K +228 +4%
CS
618
Credit Suisse
Switzerland
$1.45M +$484K +1,782 +50%
CA
619
Calton & Associates
Florida
$1.44M +$411K +1,513 +40%
WCG
620
Weaver Consulting Group
California
$1.44M – – –
BJL
621
Brighton Jones LLC
Washington
$1.43M +$10K +37 +0.7%
CMBA
622
C.M. Bidwell & Associates
Hawaii
$1.43M +$5.43K +20 +0.4%
XWM
623
Xcel Wealth Management
Florida
$1.42M – – –
FSCM
624
Front Street Capital Management
Montana
$1.42M +$2.17K +8 +0.2%
AP
625
Arlington Partners
Alabama
$1.42M -$1.03M -3,801 -42%
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