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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
876
Nicolet Bankshares
Wisconsin
$1.9M -$36.8K -113 -2%
BMCM
877
Bryn Mawr Capital Management
Pennsylvania
$1.89M -$340K -1,043 -16%
9WM
878
9258 Wealth Management
Ohio
$1.89M -$13K -40 -0.7%
UFA
879
US Financial Advisors
Massachusetts
$1.87M +$1.77M +5,444 New
PFS
880
Prospera Financial Services
Texas
$1.87M +$1.77M +5,429 New
QAM
881
QCI Asset Management
New York
$1.86M +$670K +2,054 +61%
NP
882
NorthRock Partners
Minnesota
$1.86M -$270K -829 -13%
SWA
883
Sax Wealth Advisors
New Jersey
$1.85M +$1.75M +5,376 New
PFBT
884
Parkside Financial Bank & Trust
Missouri
$1.84M -$629K -1,930 -26%
BWFA
885
Baltimore-Washington Financial Advisors
Maryland
$1.83M +$652 +2 +0%
MWM
886
Mascoma Wealth Management
New Hampshire
$1.83M +$1.73M +5,312 New
SWM
887
Selective Wealth Management
Virginia
$1.82M – – –
BA
888
Bluesphere Advisors
Pennsylvania
$1.81M +$1.72M +5,281 New
CA
889
Claro Advisors
Massachusetts
$1.81M +$938K +2,876 +121%
NAMP
890
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.8M +$127K +390 +8%
IAIM
891
International Assets Investment Management
Florida
$1.79M +$551K +1,691 +48%
WIA
892
World Investment Advisors
California
$1.77M -$62.9K -193 -4%
ACA
893
Atlas Capital Advisors
Wyoming
$1.77M +$239K +732 +17%
OWP
894
Obermeyer Wealth Partners
Colorado
$1.76M -$147K -450 -8%
RTC
895
Riverview Trust Company
Washington
$1.76M +$222K +681 +15%
MWM
896
Minot Wealth Management
Massachusetts
$1.75M – – –
TW
897
Transform Wealth
Colorado
$1.74M +$14.3K +44 +0.9%
HCIA
898
Hochman Cole Investment Advisors
Illinois
$1.74M +$288K +882 +21%
S
899
SignatureFD
Georgia
$1.74M +$180K +551 +12%
FC
900
Fiduciary Counselling
Minnesota
$1.73M +$157K +482 +11%
34 35
36
37 38