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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
876
Hobart Private Capital
North Carolina
$994K -$289K -1,073 -23%
CA
877
Cornerstone Advisory
Maryland
$994K -$2.64M -9,800 -74%
SM
878
SG3 Management
Puerto Rico
$992K +$942K +3,500 New
EB
879
Eastern Bank
Massachusetts
$990K -$95.6K -355 -9%
BCA
880
Biltmore Capital Advisors
New Jersey
$983K +$371K +1,380 +66%
ACM
881
Allred Capital Management
Texas
$977K -$198K -737 -18%
LW
882
Linscomb Wealth
Texas
$975K -$159K -592 -15%
IC
883
Inverness Counsel
New York
$969K – – –
SC
884
Savant Capital
Illinois
$965K -$371K -1,378 -29%
TPA
885
Trivium Point Advisory
Connecticut
$965K +$166K +617 +23%
1WA
886
180 Wealth Advisors
Washington
$955K -$9.42K -35 -1%
FNFDCM
887
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$950K – – –
CIA
888
Capital Investment Advisors
Georgia
$948K -$47.1K -175 -5%
CAI
889
Capital Advisors Inc
Oklahoma
$947K +$538 +2 +0.1%
SKK
890
Shepherd Kaplan Krochuk
Massachusetts
$945K -$37.1K -138 -4%
CS
891
Cannell & Spears
New York
$944K -$58.1K -216 -6%
FPB
892
First PREMIER Bank
South Dakota
$942K – – –
TNB
893
TCF National Bank
South Dakota
$939K -$929K -3,453 -50%
FWM
894
Foresight Wealth Management
Utah
$933K +$564K +2,097 +175%
BRWM
895
B. Riley Wealth Management
Tennessee
$932K -$826K -3,068 -48%
RI
896
Ridgewood Investments
New Jersey
$919K +$873K +3,243 New
GLLW
897
Graves Light Lenhart Wealth
Virginia
$908K +$33.4K +124 +4%
AIM
898
Allen Investment Management
New York
$900K – – –
VHAM
899
Van Hulzen Asset Management
California
$896K -$807 -3 -0.1%
PSUF
900
People's United Financial
Connecticut
$895K +$113K +418 +15%
34 35
36
37 38