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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
626
Silicon Valley Capital Partners
California
$498K +$2.15K +9 +0.4%
CIA
627
Covington Investment Advisors
Pennsylvania
$497K -$30.8K -129 -6%
AWM
628
Aries Wealth Management
Maine
$495K +$459K +1,921 New
FAB
629
First American Bank
Illinois
$492K -$5.02K -21 -1%
NL
630
NWAM LLC
Washington
$488K +$40.9K +171 +9%
TWM
631
Titus Wealth Management
California
$487K +$474K +1,984 New
NEPPG
632
New England Professional Planning Group
Rhode Island
$481K +$461K +1,927 New
RMDI
633
R.M. Davis Inc
Maine
$477K – – –
HC
634
Hamilton Capital
Ohio
$473K +$461K +1,927 New
CB
635
Cadence Bank
Mississippi
$469K +$457K +1,912 New
ACP
636
Aveo Capital Partners
Colorado
$468K +$150K +627 +49%
1SB
637
1ST Source Bank
Indiana
$466K – – –
GG
638
GenWealth Group
New Jersey
$466K – – –
CHP
639
Cable Hill Partners
Oregon
$458K -$624K -2,610 -59%
CA
640
Cornerstone Advisory
Maryland
$458K -$65K -272 -13%
FWSM
641
First Wilshire Securities Management
California
$450K -$48.3K -202 -10%
TIM
642
Tortoise Investment Management
New York
$445K +$10.8K +45 +3%
APP
643
Avantax Planning Partners
Iowa
$443K -$881K -3,687 -67%
ACM
644
Azimuth Capital Management
Michigan
$443K +$76.5K +320 +22%
S
645
SignatureFD
Georgia
$442K +$207K +868 +93%
CCM
646
Catawba Capital Management
Virginia
$440K -$37K -155 -8%
TFS
647
TrustCore Financial Services
Tennessee
$438K +$427K +1,787 New
MMA
648
Miracle Mile Advisors
California
$436K – – –
BBA
649
BLB&B Advisors
Pennsylvania
$434K – – –
DBRC
650
D.B. Root & Company
Pennsylvania
$433K +$422K +1,765 New
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