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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
626
Argent Capital Management
Missouri
$1.03M +$1.11M +4,500 New
CB
627
Chemical Bank
Michigan
$1.03M -$217K -874 -16%
WS
628
Wedbush Securities
California
$1.03M +$278K +1,121 +33%
WA1
629
Wimmer Associates 1
California
$1.03M – – –
TAM
630
Tocqueville Asset Management
New York
$1.02M – – –
SFA
631
Semmax Financial Advisors
North Carolina
$1.02M +$1.1M +4,454 New
PL
632
Parthenon LLC
Kentucky
$1.02M +$63.2K +255 +6%
AF
633
Advisornet Financial
Minnesota
$1.01M +$814K +3,286 +293%
MFGP
634
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.01M +$1.09M +4,394 New
WFPG
635
Waller Financial Planning Group
Ohio
$988K +$1.06M +4,299 New
FC
636
Ferris Capital
Massachusetts
$976K -$210K -846 -17%
AC
637
Alexandria Capital
Virginia
$972K +$7.93K +32 +0.8%
FPCG
638
Fort Pitt Capital Group
Pennsylvania
$966K +$87.2K +352 +9%
MHS
639
M Holdings Securities
Oregon
$959K +$86K +347 +9%
SVCP
640
Silicon Valley Capital Partners
California
$958K +$10.4K +42 +1%
EA
641
Evanston Advisors
Illinois
$956K +$75.8K +306 +8%
BIM
642
Bridges Investment Management
Nebraska
$953K +$18.6K +75 +2%
SVWA
643
Sound View Wealth Advisors
Georgia
$945K +$1.02M +4,113 New
BAM
644
Barrett Asset Management
New York
$936K – – –
AF
645
Affiance Financial
Minnesota
$933K +$110K +445 +12%
FMWA
646
Forvis Mazars Wealth Advisors
Missouri
$933K +$512K +2,068 +104%
LC
647
Lourd Capital
California
$928K +$1M +4,039 New
EB
648
Eastern Bank
Massachusetts
$924K -$43.4K -175 -4%
BMA
649
Brooks Moore & Associates
Tennessee
$923K +$995K +4,017 New
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$917K – – –
24 25
26
27 28