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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
901
Platform Technology Partners
New York
$895K +$236K +875 +38%
WLPWM
902
Walled Lake Planning & Wealth Management
Illinois
$894K +$63.5K +236 +8%
CCP
903
Corient Capital Partners
California
$893K +$849K +3,153 New
BAM
904
Barrett Asset Management
New York
$887K – – –
RC
905
Rinet Company
Massachusetts
$885K – – –
RWA
906
River Wealth Advisors
Pennsylvania
$885K +$121K +449 +17%
FI
907
FormulaFolio Investments
Michigan
$883K -$192K -713 -19%
EBT
908
Enterprise Bank & Trust
Massachusetts
$883K +$573K +2,129 +216%
VFM
909
Vivid Financial Management
California
$882K -$86.4K -321 -9%
HB
910
Horizon Bancorp
Indiana
$879K – – –
HWM
911
Howard Wealth Management
Connecticut
$875K +$378K +1,406 +84%
HIMC
912
Heritage Investors Management Corp
Maryland
$873K -$81K -301 -9%
CFA
913
Carroll Financial Associates
North Carolina
$870K +$1.88K +7 +0.2%
ATPW
914
Ashton Thomas Private Wealth
Arizona
$868K +$260K +966 +46%
CIAS
915
Capital Investment Advisory Services
North Carolina
$863K +$621K +2,308 +314%
CA
916
Crewe Advisors
Utah
$857K -$20.5K -76 -2%
RMAM
917
Raab & Moskowitz Asset Management
New Jersey
$851K -$9.69K -36 -1%
LSA
918
Lion Street Advisors
Texas
$847K -$19.4K -72 -2%
SWA
919
SFMG Wealth Advisors
Texas
$845K -$155K -576 -16%
CAMG
920
CWA Asset Management Group
Florida
$844K -$310K -1,150 -28%
SFA
921
Semmax Financial Advisors
North Carolina
$841K – – –
LCAM
922
London & Capital Asset Management
United Kingdom
$840K – – –
HA
923
HC Advisors
Georgia
$836K +$793K +2,948 New
OCM
924
Oakwood Capital Management
California
$834K +$538K +2,000 +212%
FCCM
925
First City Capital Management
Georgia
$833K +$791K +2,939 New
35 36
37
38 39