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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
651
Guggenheim Capital
Illinois
$10.4M +$1.1M +2,862 +13%
SFS
652
Sowell Financial Services
Arkansas
$10.4M -$5.5M -14,245 -36%
CA
653
CSM Advisors
Pennsylvania
$10.4M -$598K -1,550 -6%
GWANC
654
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.4M +$1.1M +2,850 +13%
BWFA
655
Baltimore-Washington Financial Advisors
Maryland
$10.3M +$3.12M +8,096 +47%
CBC
656
Coombe, Bender & Co
New York
$10.3M +$270K +700 +3%
G
657
Gainplan
Michigan
$10.2M +$443K +1,148 +5%
CBB
658
Citizens Business Bank
California
$10.2M -$819K -2,123 -8%
CIM
659
Corda Investment Management
Texas
$10.2M -$781K -2,025 -7%
CA
660
Claro Advisors
Massachusetts
$10.2M +$2.47M +6,401 +35%
PCMM
661
Piedmont Capital Management (Montana)
Montana
$10.1M +$9.6M +24,872 New
LODC
662
Lanham O'Dell & Company
West Virginia
$10.1M +$804K +2,083 +9%
DCM
663
Disciplina Capital Management
Tennessee
$10.1M +$563K +1,460 +6%
NG
664
Northstar Group
New York
$10.1M +$494K +1,281 +5%
RFP
665
Roth Financial Partners
Texas
$10.1M +$156K +405 +2%
BTW
666
Boston Trust Walden
Massachusetts
$10M +$375K +971 +4%
CS
667
Comerica Securities
Michigan
$10M +$2.39M +6,184 +34%
SHJ
668
Sharkey, Howes & Javer
Colorado
$10M +$5.81M +15,056 +157%
AC
669
Abbrea Capital
California
$10M -$4.24K -11 -0%
OCM
670
One Capital Management
California
$9.98M +$1.31M +3,394 +16%
BSSFA
671
Baron Silver Stevens Financial Advisors
Florida
$9.98M +$1.37M +3,563 +17%
AC
672
ASB Consultores
Florida
$9.96M +$32K +83 +0.3%
AWM
673
Abound Wealth Management
Tennessee
$9.94M +$70.6K +183 +0.8%
PVH
674
Psagot Value Holdings
Israel
$9.94M -$3.59M -9,314 -27%
USCWA
675
U.S. Capital Wealth Advisors
Texas
$9.94M +$4.99M +12,935 +113%
25 26
27
28 29