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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
876
Polaris Wealth Advisory Group
California
$704K +$833K +2,974 New
SFA
877
Semmax Financial Advisors
North Carolina
$703K -$7K -25 -0.8%
LCAM
878
London & Capital Asset Management
United Kingdom
$701K – – –
TWA
879
TCI Wealth Advisors
Arizona
$699K +$561K +2,001 +211%
CIA
880
Choate Investment Advisors
Massachusetts
$698K +$15.1K +54 +2%
PMG
881
ProVise Management Group
Florida
$697K +$41.7K +149 +5%
TL
882
TrueWealth LLC
Georgia
$695K +$536K +1,914 +188%
WLPWM
883
Walled Lake Planning & Wealth Management
Illinois
$691K +$818K +2,918 New
DSC
884
Duncker Streett & Co
Missouri
$683K +$841 +3 +0.1%
WCA
885
Windsor Creek Advisors
Vermont
$681K -$282K -1,006 -26%
NFG
886
Nations Financial Group
Iowa
$681K +$208K +742 +35%
VCM
887
Violich Capital Management
California
$680K +$69.5K +248 +9%
GAM
888
Griffin Asset Management
New York
$679K +$54.4K +194 +7%
TPA
889
Trivium Point Advisory
Connecticut
$679K +$299K +1,067 +66%
VCAM
890
Van Cleef Asset Management
Ohio
$675K -$8.69K -31 -1%
HFA
891
Hoover Financial Advisors
Pennsylvania
$675K +$14.3K +51 +2%
AW
892
ACG Wealth
Georgia
$668K +$103K +369 +15%
SBIA
893
Sheaff Brock Investment Advisors
Indiana
$666K +$178K +637 +29%
EP
894
Eudaimonia Partners
Tennessee
$664K +$523K +1,865 +199%
MIG
895
McGuire Investment Group
Rhode Island
$654K -$39.5K -141 -5%
PSUF
896
People's United Financial
Connecticut
$649K -$35.9K -128 -4%
PAM
897
Private Asset Management
California
$649K +$3.08K +11 +0.4%
YWP
898
YorkBridge Wealth Partners
New York
$647K -$248K -886 -24%
LRIA
899
Leonard Rickey Investment Advisors
Washington
$647K +$233K +832 +44%
AFAS
900
Acorn Financial Advisory Services
Virginia
$646K +$765K +2,730 New
34 35
36
37 38