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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Stockman Wealth Management
Montana
$2.73M -$2.48K -7 -0.1%
ACM
802
Anfield Capital Management
California
$2.73M +$2.65M +7,485 New
LFF
803
Level Four Financial
Texas
$2.72M +$186K +524 +8%
GSIS
804
Global Strategic Investment Solutions
Arizona
$2.72M – – –
WT
805
Whittier Trust
California
$2.72M -$55.3K -156 -2%
DWT
806
Dorsey & Whitney Trust
South Dakota
$2.7M +$851K +2,401 +48%
JIC
807
Joel Isaacson & Co
New York
$2.69M – – –
CIM
808
Contravisory Investment Management
Massachusetts
$2.69M – – –
WLIM
809
White Lighthouse Investment Management
Massachusetts
$2.69M -$759K -2,140 -22%
CWP
810
CFM Wealth Partners
Texas
$2.68M -$298K -840 -10%
BWP
811
BSW Wealth Partners
Colorado
$2.66M -$1.67M -4,721 -39%
OWP
812
Obermeyer Wealth Partners
Colorado
$2.65M +$761K +2,146 +42%
TFA
813
Teamwork Financial Advisors
Texas
$2.64M -$25.9K -73 -1%
ZIG
814
Zuckerman Investment Group
Illinois
$2.64M +$1.88M +5,301 +271%
PWMAG
815
Pinnacle Wealth Management Advisory Group
New Jersey
$2.64M -$13.1K -37 -0.5%
VAS
816
Vestmark Advisory Solutions
Massachusetts
$2.64M -$553K -1,559 -18%
DWM
817
Dakota Wealth Management
Florida
$2.64M +$122K +345 +5%
PWW
818
Pettyjohn Wood & White
Virginia
$2.63M +$194K +547 +8%
PAM
819
Palisade Asset Management
Minnesota
$2.6M -$9.57K -27 -0.4%
FHC
820
First Heartland Consultants
Missouri
$2.6M -$2.48K -7 -0.1%
IC
821
Iconiq Capital
California
$2.58M – – –
MFWM
822
Motley Fool Wealth Management
Virginia
$2.57M -$814K -2,295 -25%
AWM
823
Avondale Wealth Management
Texas
$2.56M – – –
AS
824
Altshuler Shaham
Israel
$2.56M +$2.49M +7,020 New
PAM
825
Private Asset Management
California
$2.53M +$709K +2,000 +40%
31 32
33
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