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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
601
Bridges Investment Management
Nebraska
$1.66M – – –
AF
602
Affiance Financial
Minnesota
$1.66M +$74.6K +275 +5%
CWM
603
Cornerstone Wealth Management
Missouri
$1.66M +$120K +443 +8%
SC
604
Stratford Consulting
Texas
$1.66M -$74.4K -274 -4%
BFA
605
Beaumont Financial Advisors
Massachusetts
$1.61M +$38.5K +142 +2%
FPS
606
Fieldpoint Private Securities
Connecticut
$1.61M +$64.3K +237 +4%
FMWA
607
Forvis Mazars Wealth Advisors
Missouri
$1.61M +$809K +2,980 +101%
TAM
608
Todd Asset Management
Kentucky
$1.61M -$96.4K -355 -6%
PL
609
Parthenon LLC
Kentucky
$1.61M +$112K +412 +8%
ZCA
610
Zeke Capital Advisors
Pennsylvania
$1.6M -$118K -434 -7%
B
611
Bailard
California
$1.6M -$12.2K -45 -0.8%
WPW
612
Waldron Private Wealth
Pennsylvania
$1.58M +$1.04M +3,815 +195%
PPSG
613
Princeton Portfolio Strategies Group
New Jersey
$1.57M +$69.2K +255 +5%
OIA
614
Optimum Investment Advisors
Illinois
$1.57M -$63K -232 -4%
ACP
615
Aveo Capital Partners
Colorado
$1.56M -$78.2K -288 -5%
CIM
616
Contravisory Investment Management
Massachusetts
$1.54M -$11.1K -41 -0.7%
EDRH
617
Edmond de Rothschild Holding
Switzerland
$1.53M +$339K +1,250 +29%
JGUA
618
John G. Ullman & Associates
New York
$1.53M -$23.9K -88 -2%
BDF
619
Black Diamond Financial
Maryland
$1.47M +$223K +821 +18%
IGGA
620
Iron Gate Global Advisors
Utah
$1.46M +$61.9K +228 +4%
CS
621
Credit Suisse
Switzerland
$1.45M +$484K +1,782 +50%
CA
622
Calton & Associates
Florida
$1.44M +$411K +1,513 +40%
WCG
623
Weaver Consulting Group
California
$1.44M – – –
BJL
624
Brighton Jones LLC
Washington
$1.43M +$10K +37 +0.7%
CMBA
625
C.M. Bidwell & Associates
Hawaii
$1.43M +$5.43K +20 +0.4%
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