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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
901
Intercontinental Wealth Advisors
Texas
$1.08M -$155K -510 -13%
EB
902
Eastern Bank
Massachusetts
$1.07M – – –
OIA
903
Optimum Investment Advisors
Illinois
$1.07M -$129K -422 -11%
IPW
904
Inlet Private Wealth
Florida
$1.07M -$228K -750 -18%
EBT
905
Enterprise Bank & Trust
Massachusetts
$1.06M +$103K +337 +11%
PSUF
906
People's United Financial
Connecticut
$1.06M +$85K +279 +9%
HPC
907
Hobart Private Capital
North Carolina
$1.06M -$21.6K -71 -2%
IC
908
Inverness Counsel
New York
$1.05M – – –
QAM
909
QCI Asset Management
New York
$1.04M +$579K +1,901 +129%
HWM
910
Howard Wealth Management
Connecticut
$1.04M +$85K +279 +9%
SKK
911
Shepherd Kaplan Krochuk
Massachusetts
$1.03M +$3.66K +12 +0.4%
OMC
912
Old Mission Capital
Illinois
$1.02M +$1.01M +3,326 New
RMDI
913
R.M. Davis Inc
Maine
$1.02M -$175K -574 -15%
LS
914
Leelyn Smith
Illinois
$1.02M +$1.01M +3,318 New
WLPWM
915
Walled Lake Planning & Wealth Management
Illinois
$1.01M +$42K +138 +4%
CA
916
Cornerstone Advisory
Maryland
$1.01M -$70.4K -231 -7%
WA1
917
Wimmer Associates 1
California
$1M -$28.9K -95 -3%
1WA
918
180 Wealth Advisors
Washington
$1M -$19.2K -63 -2%
GLLW
919
Graves Light Lenhart Wealth
Virginia
$994K +$7.62K +25 +0.8%
RMAM
920
Raab & Moskowitz Asset Management
New Jersey
$994K +$69.5K +228 +8%
W
921
WealthOne
New York
$991K -$95.7K -314 -9%
PCTC
922
Perkins Coie Trust Company
Washington
$986K -$4.61M -15,148 -83%
AC
923
Apella Capital
Connecticut
$982K -$162K -532 -14%
AIM
924
Allen Investment Management
New York
$977K – – –
PSP
925
Principal Street Partners
Tennessee
$974K +$960K +3,152 New
35 36
37
38 39