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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
701
Stelac Advisory Services
New York
$2.41M +$261K +857 +12%
SWM
702
SVA Wealth Management
Wisconsin
$2.41M +$305 +1 +0%
RCA
703
Rowland Carmichael Advisors
Arizona
$2.39M -$184K -604 -7%
PIA
704
Pinion Investment Advisors
Kansas
$2.38M – – –
WDL
705
Well Done LLC
Michigan
$2.38M -$36.6K -120 -2%
BAM
706
Brave Asset Management
New Jersey
$2.36M -$81K -266 -3%
NWS
707
Newport Wealth Strategies
California
$2.36M +$308K +1,010 +15%
RA
708
RFG Advisory
Alabama
$2.36M -$347K -1,140 -13%
GFPC
709
Global Financial Private Client
Florida
$2.35M +$51.2K +168 +2%
PPP
710
Private Portfolio Partners
New Jersey
$2.33M +$90.5K +297 +4%
DWM
711
Dakota Wealth Management
Florida
$2.33M -$232K -762 -9%
PMG
712
ProVise Management Group
Florida
$2.33M -$345K -1,131 -13%
SWM
713
Stockman Wealth Management
Montana
$2.32M -$30.5K -100 -1%
IWM
714
IHT Wealth Management
Illinois
$2.32M +$753K +2,473 +49%
CFA
715
Carroll Financial Associates
North Carolina
$2.31M +$1.35M +4,441 +145%
GSIS
716
Global Strategic Investment Solutions
Arizona
$2.3M – – –
NDSI
717
Newman Dignan & Sheerar Inc
Rhode Island
$2.3M +$180K +592 +9%
S
718
Surevest
California
$2.29M +$44.2K +145 +2%
TFA
719
Teamwork Financial Advisors
Texas
$2.28M -$697K -2,288 -24%
CIM
720
Contravisory Investment Management
Massachusetts
$2.27M +$53.3K +175 +2%
PFBT
721
Parkside Financial Bank & Trust
Missouri
$2.24M +$28.9K +95 +1%
PFA
722
Paradigm Financial Advisors
Missouri
$2.24M -$607K -1,991 -21%
EGWAG
723
Elwood & Goetz Wealth Advisory Group
Georgia
$2.24M +$2.22M +7,284 New
PWMAG
724
Pinnacle Wealth Management Advisory Group
New Jersey
$2.24M -$331K -1,087 -13%
CWM
725
Connecticut Wealth Management
Connecticut
$2.22M +$2.2M +7,228 New
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