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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
801
Blue Edge Capital
Virginia
$956K -$369K -1,318 -25%
NP
802
NorthRock Partners
Minnesota
$956K +$33.9K +121 +3%
ZCA
803
Zeke Capital Advisors
Pennsylvania
$955K -$560K -2,000 -33%
LW
804
Linscomb Wealth
Texas
$955K +$451K +1,609 +66%
OWD
805
Osborn Williams & Donohoe
Ohio
$952K +$22.4K +80 +2%
IFG
806
Independent Financial Group
California
$950K +$1.12M +4,013 New
AIC
807
Ameritas Investment Company
Nebraska
$950K -$192K -686 -15%
CW
808
CreativeOne Wealth
Kansas
$948K +$113K +404 +11%
EGA
809
E&G Advisors
Texas
$947K – – –
IWA
810
Intercontinental Wealth Advisors
Texas
$944K +$870K +3,106 +353%
SCP
811
Sandhill Capital Partners
New York
$940K -$65.6K -234 -6%
HFM
812
Harvest Fund Management
China
$926K +$336K +1,200 +42%
FNBSF
813
First National Bank Sioux Falls
South Dakota
$924K +$1.09M +3,900 New
AA
814
Advisory Alpha
Michigan
$923K +$253K +902 +33%
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
$923K +$252K +900 +36%
WC
816
Waterloo Capital
Texas
$920K +$1.09M +3,883 New
BBPWM
817
Blue Bell Private Wealth Management
Pennsylvania
$911K -$481K -1,716 -31%
EB
818
Eastern Bank
Massachusetts
$911K -$102K -365 -9%
FI
819
FormulaFolio Investments
Michigan
$907K -$334K -1,193 -24%
IAA
820
Ironsides Asset Advisors
North Carolina
$902K +$749K +2,675 +236%
IAIM
821
International Assets Investment Management
Florida
$899K +$1.06M +3,796 New
AC
822
Apella Capital
Connecticut
$888K +$1.05M +3,750 New
KWM
823
Kingsview Wealth Management
Oregon
$885K -$242K -864 -19%
SC
824
Sawyer & Company
Massachusetts
$878K -$103K -367 -9%
BMM
825
Buffington Mohr McNeal
Idaho
$876K +$27.5K +98 +3%
31 32
33
34 35