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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
776
Martel Wealth Advisors
Washington
$1.65M -$7.27K -27 -0.5%
TAM
777
Todd Asset Management
Kentucky
$1.63M -$37.7K -140 -2%
TYCC
778
Texas Yale Capital Corp
Florida
$1.62M -$833K -3,093 -35%
FP
779
Financial Perspectives
Minnesota
$1.6M – – –
EFS
780
Essex Financial Services
Connecticut
$1.6M +$406K +1,510 +37%
9WM
781
9258 Wealth Management
Ohio
$1.59M -$38.8K -144 -3%
PK
782
Pflug Koory
Nebraska
$1.59M +$1.51M +5,609 New
JGUA
783
John G. Ullman & Associates
New York
$1.57M +$6.46K +24 +0.4%
FAB
784
First American Bank
Illinois
$1.57M +$292K +1,085 +24%
FPCM
785
Financial Partners Capital Management
New York
$1.56M +$81.3K +302 +6%
MFG
786
Merit Financial Group
Georgia
$1.56M -$190K -706 -11%
AS
787
Altshuler Shaham
Israel
$1.56M +$1.48M +5,500 New
IC
788
Iconiq Capital
California
$1.52M +$511K +1,900 +55%
BEC
789
Blue Edge Capital
Virginia
$1.51M +$350K +1,302 +32%
SYBT
790
Stock Yards Bank & Trust
Kentucky
$1.49M +$146K +541 +11%
OWP
791
Obermeyer Wealth Partners
Colorado
$1.47M +$8.07K +30 +0.6%
CAM
792
Concorde Asset Management
Michigan
$1.46M -$92.9K -345 -6%
MMPW
793
Mitchell McLeod Pugh & Williams
Alabama
$1.46M +$125K +463 +10%
AP
794
Advisor Partners
California
$1.46M +$1.38M +5,131 New
CAG
795
Csenge Advisory Group
Florida
$1.45M -$538K -1,999 -28%
RCA
796
Resonant Capital Advisors
Wisconsin
$1.45M -$106K -395 -7%
DCM
797
Disciplina Capital Management
Tennessee
$1.44M +$505K +1,875 +59%
IWM
798
IHT Wealth Management
Illinois
$1.43M -$1.87M -6,956 -58%
EWA
799
Evolution Wealth Advisors
Florida
$1.43M -$1.45M -5,398 -52%
TFS
800
TrustCore Financial Services
Tennessee
$1.39M -$43.1K -160 -3%
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