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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
626
Xcel Wealth Management
Florida
$1.42M – – –
FSCM
627
Front Street Capital Management
Montana
$1.42M +$2.17K +8 +0.2%
AP
628
Arlington Partners
Alabama
$1.42M -$1.03M -3,801 -42%
PA
629
Parkside Advisors
California
$1.42M -$70K -258 -5%
CCB
630
Cutter & Co Brokerage
Missouri
$1.41M -$409K -1,508 -23%
OWP
631
Obermeyer Wealth Partners
Colorado
$1.4M – – –
RWM
632
RKL Wealth Management
Pennsylvania
$1.4M -$377K -1,389 -21%
IWM
633
IHT Wealth Management
Illinois
$1.38M +$148K +546 +12%
MIH
634
Meitav Investment House
Israel
$1.37M -$735K -2,709 -35%
PTC
635
Private Trust Company
Ohio
$1.37M +$35.6K +131 +3%
BEC
636
Blue Edge Capital
Virginia
$1.37M +$346K +1,273 +34%
SDWIA
637
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.36M – – –
SCA
638
Snowden Capital Advisors
New York
$1.32M +$5.43K +20 +0.4%
NP
639
NorthRock Partners
Minnesota
$1.32M +$1.31M +4,839 New
VCM
640
Vivaldi Capital Management
Illinois
$1.32M -$44.8K -165 -3%
TI
641
Trexquant Investment
Connecticut
$1.31M +$782K +2,880 +148%
PWG
642
Private Wealth Group
Florida
$1.29M – – –
NWP
643
Northstar Wealth Partners
Connecticut
$1.29M – – –
SWA
644
Stratos Wealth Advisors
Ohio
$1.28M +$109K +403 +9%
MFGP
645
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.28M +$78.2K +288 +7%
WWM
646
Western Wealth Management
Colorado
$1.27M -$1.46M -5,393 -54%
RG
647
Rathbones Group
United Kingdom
$1.26M +$261K +962 +26%
BBPWM
648
Blue Bell Private Wealth Management
Pennsylvania
$1.26M -$6.79K -25 -0.5%
9WM
649
9258 Wealth Management
Ohio
$1.26M -$17.9K -66 -1%
CAI
650
Capital Advisors Inc
Oklahoma
$1.25M – – –
24 25
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