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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
801
Rothschild Investment LLC
Illinois
$203K +$202K +814 New
AT
802
Arden Trust
Delaware
$201K +$200K +807 New
PWAG
803
Polaris Wealth Advisory Group
California
$186K – – –
BCA
804
Bray Capital Advisors
Florida
$184K +$496 +2 +0.3%
LWS
805
Lucia Wealth Services
California
$171K +$170K +685 New
DWA
806
Divergent Wealth Advisors
Utah
$168K – – –
BWM
807
BerganKDV Wealth Management
Minnesota
$165K +$164K +662 New
VIA
808
Vantage Investment Advisors
Pennsylvania
$156K +$993 +4 +0.6%
MWM
809
Mascoma Wealth Management
New Hampshire
$155K – – –
TFO
810
Tarbox Family Office
California
$148K – – –
RA
811
Rational Advisors
New York
$145K +$70.3K +283 +94%
BAMG
812
Brand Asset Management Group
Missouri
$143K +$142K +574 New
BWA
813
Burt Wealth Advisors
Maryland
$142K – – –
IWP
814
Icon Wealth Partners
Texas
$139K +$993 +4 +0.7%
CCM
815
Covington Capital Management
California
$137K – – –
VCM
816
Versant Capital Management
Arizona
$129K – – –
WC
817
Westwind Capital
New Mexico
$126K +$47.9K +193 +62%
CFA
818
Carroll Financial Associates
North Carolina
$123K – – –
HT
819
Heritage Trust
Oklahoma
$118K +$4.96K +20 +4%
ECM
820
Exchange Capital Management
Michigan
$116K – – –
KJWM
821
Kiley Juergens Wealth Management
Washington
$116K +$116K +467 New
CTC
822
Central Trust Company
Missouri
$114K +$26.1K +105 +30%
ME
823
McIlrath & Eck
Washington
$106K -$3.72K -15 -3%
WTB
824
Washington Trust Bank
Washington
$106K – – –
FWM
825
Focused Wealth Management
New York
$100K -$4.96K -20 -5%
31 32
33
34 35