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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
826
Fort Pitt Capital Group
Pennsylvania
$1.2M -$36.3K -135 -3%
IPW
827
Inlet Private Wealth
Florida
$1.2M +$888K +3,300 +361%
PWM
828
Perigon Wealth Management
California
$1.18M -$64.1K -238 -5%
BPB
829
Badgley, Phelps & Bell
Washington
$1.18M +$839K +3,116 +301%
OA
830
Oxbow Advisors
Texas
$1.17M -$2.69K -10 -0.2%
CA
831
Calton & Associates
Florida
$1.16M -$89.6K -333 -8%
GT
832
Greenleaf Trust
Michigan
$1.16M +$1.1M +4,105 New
AO
833
Advisor OS
Illinois
$1.16M +$1.11M +4,106 New
TAM
834
Tocqueville Asset Management
New York
$1.16M – – –
SC
835
Soundwatch Capital
Connecticut
$1.16M +$631K +2,345 +113%
IWA
836
Intercontinental Wealth Advisors
Texas
$1.14M +$9.42K +35 +0.9%
HCIA
837
Hochman Cole Investment Advisors
Illinois
$1.14M -$309K -1,147 -22%
DWM
838
Darwin Wealth Management
Florida
$1.14M -$108K -400 -9%
CCFCSB
839
Cape Cod Five Cents Savings Bank
Massachusetts
$1.14M +$382K +1,420 +55%
EGA
840
E&G Advisors
Texas
$1.13M – – –
SB
841
Sunflower Bank
Texas
$1.13M +$1.07M +3,985 New
AIC
842
Ameritas Investment Company
Nebraska
$1.13M -$14K -52 -1%
ZCA
843
Zeke Capital Advisors
Pennsylvania
$1.12M -$18.8K -70 -2%
AC
844
Alexandria Capital
Virginia
$1.12M -$74.3K -276 -7%
RTS
845
Round Table Services
New Jersey
$1.11M +$567K +2,105 +117%
RMDI
846
R.M. Davis Inc
Maine
$1.1M -$196K -728 -16%
OIA
847
Optimum Investment Advisors
Illinois
$1.1M -$70.5K -262 -6%
RFM
848
Royal Fund Management
Florida
$1.1M +$632K +2,347 +154%
RIA
849
Regal Investment Advisors
Michigan
$1.1M +$1.04M +3,867 New
FMBTD
850
First Midwest Bank Trust Division
Illinois
$1.09M -$71.3K -265 -6%
32 33
34
35 36