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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
826
World Investment Advisors
California
$543K +$97.2K +358 +22%
WP
827
WealthShield Partners
North Carolina
$541K – – –
BHIA
828
Birch Hill Investment Advisors
Massachusetts
$539K – – –
CC
829
Courier Capital
New York
$533K -$47.8K -176 -8%
MBT
830
Montecito Bank & Trust
California
$530K -$204K -750 -28%
SWA
831
SFMG Wealth Advisors
Texas
$530K – – –
PFM
832
Parsec Financial Management
North Carolina
$529K -$22.3K -82 -4%
ODCM
833
Old Dominion Capital Management
Virginia
$529K -$271 -1 -0.1%
CIA
834
Covington Investment Advisors
Pennsylvania
$528K – – –
CCM
835
Carlson Capital Management
Minnesota
$527K -$155K -572 -23%
RIM
836
Rampart Investment Management
Connecticut
$524K -$346K -1,276 -40%
AFS
837
Access Financial Services
Minnesota
$521K -$328K -1,210 -39%
BCA
838
Bernzott Capital Advisors
California
$518K – – –
1SB
839
1ST Source Bank
Indiana
$517K – – –
MWA
840
MFA Wealth Advisors
Pennsylvania
$515K – – –
LRIA
841
Leonard Rickey Investment Advisors
Washington
$509K -$55.4K -204 -10%
WA
842
Winfield Associates
Ohio
$508K +$38K +140 +8%
BBHC
843
Brown Brothers Harriman & Co
New York
$507K +$196K +721 +63%
BFO
844
Boston Family Office
Massachusetts
$505K – – –
FPFS
845
First Personal Financial Services
North Carolina
$505K – – –
PFGIA
846
Patriot Financial Group Insurance Agency
Massachusetts
$505K +$17.4K +64 +4%
NCM
847
Next Capital Management
New York
$504K +$183K +675 +57%
FC
848
Financial Consulate
Maryland
$500K +$222K +819 +81%
MIM
849
Moseley Investment Management
Florida
$497K -$33.9K -125 -6%
BWCS
850
Beirne Wealth Consulting Services
Connecticut
$495K – – –
32 33
34
35 36