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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
701
B. Riley Wealth Management
Tennessee
$6.98M +$155K +367 +2%
KWS
702
Keystone Wealth Services
California
$6.94M +$6.71M +15,894 New
AAS
703
Ameritas Advisory Services
Nebraska
$6.93M +$6.71M +15,884 New
NI
704
NYL Investors
New York
$6.9M +$6.67M +15,800 New
BPCE
705
Bank Pictet & Cie (Europe)
Germany
$6.85M – – –
LWIC
706
Leith Wheeler Investment Counsel
British Columbia, Canada
$6.82M -$19K -45 -0.3%
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$6.8M -$81.9K -194 -1%
IIA
708
Integral Investment Advisors
California
$6.78M +$6.56M +15,538 New
FC
709
Family CFO
California
$6.78M +$6.56M +15,540 New
FLPIM
710
F.L. Putnam Investment Management
Massachusetts
$6.7M -$95.8K -227 -1%
BSW
711
Buckingham Strategic Wealth
Missouri
$6.69M -$7.6K -18 -0.1%
LBC
712
Lowe Brockenbrough & Co
Virginia
$6.69M +$108K +257 +2%
BOM
713
Bank of Marin
California
$6.68M -$44.3K -105 -0.7%
AGA
714
Arkos Global Advisors
Texas
$6.67M +$6.23M +14,751 +2,826%
APC
715
Asset Planning Corporation
Tennessee
$6.67M -$273K -647 -4%
GT
716
Glenview Trust
Kentucky
$6.64M -$51.5K -122 -0.8%
MFW
717
Meristem Family Wealth
Minnesota
$6.63M +$688K +1,629 +12%
CS
718
Comerica Securities
Michigan
$6.6M +$1.12M +2,665 +21%
IWM
719
IHT Wealth Management
Illinois
$6.59M -$566K -1,341 -8%
CS
720
Cannell & Spears
New York
$6.59M -$368K -872 -5%
CF
721
Centaurus Financial
California
$6.57M +$501K +1,186 +9%
CIM
722
Corda Investment Management
Texas
$6.56M -$47.3K -112 -0.7%
TFA
723
Tobias Financial Advisors
Florida
$6.56M +$6.34M +15,021 New
RWA
724
Ropes Wealth Advisors
Massachusetts
$6.55M +$188K +445 +3%
MFS
725
Monetta Financial Services
Illinois
$6.55M -$1.06M -2,500 -14%
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