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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
826
Thoroughbred Financial Services
Tennessee
$2.52M -$14.5K -41 -0.6%
AIS
827
American Investment Services
Massachusetts
$2.51M +$773K +2,179 +46%
HWM
828
Hemington Wealth Management
Virginia
$2.51M +$24.8K +70 +1%
EWP
829
Engrave Wealth Partners
Texas
$2.51M – – –
JGIA
830
Jackson Grant Investment Advisers
Connecticut
$2.5M +$6.74K +19 +0.3%
BSG
831
Black Swift Group
Colorado
$2.47M -$70.9K -200 -3%
CT
832
Coastline Trust
Rhode Island
$2.46M – – –
ESB
833
Essex Savings Bank
Connecticut
$2.45M +$181K +511 +8%
BA
834
Bristlecone Advisors
Washington
$2.43M – – –
DWM
835
Doyle Wealth Management
Florida
$2.41M -$1.06K -3 -0%
KA
836
Klingman & Associates
New York
$2.4M -$242K -683 -9%
TCM
837
Traynor Capital Management
Pennsylvania
$2.4M +$11.3K +32 +0.5%
CAN
838
Claraphi Advisory Network
United States
$2.39M +$1.31M +3,703 +130%
EDRH
839
Edmond de Rothschild Holding
Switzerland
$2.38M -$282K -795 -11%
BA
840
Bluesphere Advisors
Pennsylvania
$2.37M +$436K +1,230 +23%
AP
841
Advisor Partners
California
$2.37M -$579K -1,633 -20%
MWA
842
Martel Wealth Advisors
Washington
$2.37M -$82.6K -233 -3%
IP
843
Intellectus Partners
California
$2.35M +$2.29M +6,458 New
SGI
844
Summit Global Investments
Utah
$2.35M +$2.29M +6,458 New
NAMM
845
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.34M +$2.28M +6,434 New
WDL
846
Well Done LLC
Michigan
$2.34M -$502K -1,415 -18%
PL
847
Parthenon LLC
Kentucky
$2.33M +$26.6K +75 +1%
SSW
848
Smith Shellnut Wilson
Mississippi
$2.33M -$2.09M -5,885 -48%
CA
849
Claro Advisors
Massachusetts
$2.33M +$405K +1,142 +22%
POIA
850
Pin Oak Investment Advisors
Texas
$2.32M – – –
32 33
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