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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
751
Transform Wealth
Colorado
$1.74M -$1.79M -6,643 -52%
DBRC
752
D.B. Root & Company
Pennsylvania
$1.74M -$564K -2,097 -25%
WIC
753
Woodmont Investment Counsel
Tennessee
$1.74M -$57.6K -214 -3%
ESB
754
Essex Savings Bank
Connecticut
$1.73M +$546K +2,030 +50%
RWM
755
RKL Wealth Management
Pennsylvania
$1.73M +$182K +676 +12%
SFA
756
Sequoia Financial Advisors
Ohio
$1.72M +$1.16M +4,292 +241%
CWM
757
Circle Wealth Management
New Jersey
$1.71M -$78.1K -290 -5%
ECG
758
EPIQ Capital Group
California
$1.71M – – –
ISL
759
Ingalls & Snyder LLC
New York
$1.71M – – –
JIC
760
Johnson Investment Counsel
Ohio
$1.7M +$108K +402 +7%
BIM
761
Bridges Investment Management
Nebraska
$1.7M -$333K -1,239 -17%
NB
762
Nicolet Bankshares
Wisconsin
$1.69M -$13.2K -49 -0.8%
BCM
763
Brookstone Capital Management
Illinois
$1.68M -$357K -1,326 -18%
GCA
764
Gradient Capital Advisors
California
$1.67M -$338K -1,255 -18%
PWA
765
Physician Wealth Advisors
Utah
$1.67M -$228K -846 -14%
TLP
766
Trinity Legacy Partners
Texas
$1.67M -$191K -709 -11%
FSC
767
Full Sail Capital
Oklahoma
$1.67M +$305K +1,133 +27%
WPW
768
Waldron Private Wealth
Pennsylvania
$1.66M +$2.42K +9 +0.2%
WWM
769
Western Wealth Management
Colorado
$1.66M +$369K +1,372 +31%
WI
770
WBI Investments
New Jersey
$1.66M +$1.58M +5,854 New
SFS
771
Summit Financial Strategies
Ohio
$1.65M +$701K +2,603 +81%
DWM
772
Doyle Wealth Management
Florida
$1.65M +$690K +2,564 +79%
MWA
773
Martel Wealth Advisors
Washington
$1.65M -$7.27K -27 -0.5%
TAM
774
Todd Asset Management
Kentucky
$1.63M -$37.7K -140 -2%
TYCC
775
Texas Yale Capital Corp
Florida
$1.62M -$833K -3,093 -35%
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