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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
651
Kingsview Wealth Management
Oregon
$4.42M +$1.54M +4,718 +58%
HA
652
Harfst & Associates
Wyoming
$4.39M -$340K -1,043 -8%
PFGIA
653
Patriot Financial Group Insurance Agency
Massachusetts
$4.36M +$800K +2,455 +24%
BPC
654
Banque Pictet & Cie
Switzerland
$4.35M -$1.93M -5,923 -32%
GIA
655
Gladstone Institutional Advisory
Florida
$4.34M -$135K -414 -3%
ECA
656
Elevated Capital Advisors
Utah
$4.34M -$10.1K -31 -0.2%
PWS
657
Private Wealth Strategies
Ohio
$4.32M +$664K +2,037 +19%
HT
658
HAP Trading
New York
$4.32M +$4.1M +12,576 New
SBSB
659
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.25M +$441K +1,353 +12%
PWM
660
Perigon Wealth Management
California
$4.23M +$2.25M +6,903 +128%
SSW
661
Smith Shellnut Wilson
Mississippi
$4.22M -$56.7K -174 -1%
SIA
662
Stegner Investment Associates
Kentucky
$4.19M – – –
VCM
663
Vivaldi Capital Management
Illinois
$4.16M +$330K +1,011 +9%
H
664
HoyleCohen
California
$4.16M +$198K +606 +5%
MWM
665
Mission Wealth Management
California
$4.16M -$154K -473 -4%
CIM
666
Corda Investment Management
Texas
$4.16M +$766K +2,351 +24%
CS
667
Credit Suisse
Switzerland
$4.15M +$3.26M +10,015 +487%
BWP
668
BSW Wealth Partners
Colorado
$4.13M -$33.3K -102 -0.8%
LA
669
Legacy Advisors
Pennsylvania
$4.12M -$59.7K -183 -2%
ACI
670
Alpha Cubed Investments
California
$4.09M +$499K +1,531 +15%
CA
671
Crumly & Associates
Illinois
$4.09M -$702K -2,152 -16%
RA
672
Rational Advisors
New York
$4.09M +$2.62M +8,031 +208%
FI
673
Fosun International
China
$4.06M +$533K +1,634 +16%
AIM
674
AMI Investment Management
Indiana
$4.05M +$5.22K +16 +0.1%
W
675
Wealthquest
Ohio
$4.05M -$1.09M -3,358 -22%
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