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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
801
Private Portfolio Partners
New Jersey
$3.12M +$28K +73 +0.9%
CPFP
802
Clear Perspectives Financial Planning
Ohio
$3.1M +$36.1K +94 +1%
CA
803
Claro Advisors
Massachusetts
$3.09M +$562K +1,463 +23%
WLIM
804
White Lighthouse Investment Management
Massachusetts
$3.08M +$176K +459 +6%
NDSI
805
Newman Dignan & Sheerar Inc
Rhode Island
$3.07M -$118K -308 -4%
CAMG
806
CWA Asset Management Group
Florida
$3.06M -$3.46K -9 -0.1%
AIS
807
American Investment Services
Massachusetts
$3.05M +$332K +866 +13%
SBH
808
Segall Bryant & Hamill
Illinois
$3.04M -$699K -1,820 -19%
OWP
809
Obermeyer Wealth Partners
Colorado
$3.04M +$172K +448 +6%
SLG
810
Stanley-Laman Group
Pennsylvania
$3.01M +$31.9K +83 +1%
BCA
811
Bray Capital Advisors
Florida
$2.98M -$48.8K -127 -2%
D
812
Diversified
Delaware
$2.97M -$697K -1,817 -19%
OCM
813
One Capital Management
California
$2.96M +$2.89M +7,535 New
SWM
814
Stockman Wealth Management
Montana
$2.94M -$10.7K -28 -0.4%
PWW
815
Pettyjohn Wood & White
Virginia
$2.94M +$91.7K +239 +3%
CAG
816
Csenge Advisory Group
Florida
$2.93M +$1.4M +3,656 +98%
WT
817
Whittier Trust
California
$2.91M -$25K -65 -0.9%
CIM
818
Contravisory Investment Management
Massachusetts
$2.91M – – –
EFS
819
Essex Financial Services
Connecticut
$2.9M – – –
CWP
820
CFM Wealth Partners
Texas
$2.89M -$1.15K -3 -0%
GVAG
821
Great Valley Advisor Group
Delaware
$2.89M +$1.38M +3,583 +94%
VWA
822
Visionary Wealth Advisors
Illinois
$2.89M -$5.88M -15,322 -68%
MCA
823
Magnolia Capital Advisors
Mississippi
$2.88M -$218K -568 -7%
CWM
824
Connecticut Wealth Management
Connecticut
$2.87M -$56.2M -146,321 -95%
NB
825
Nicolet Bankshares
Wisconsin
$2.87M +$768K +2,000 +38%
31 32
33
34 35