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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
926
Insigneo Advisory Services
Florida
$12.2M +$914K +1,740 +9%
MCM
927
Mendel Capital Management
Arkansas
$12.1M +$62K +118 +0.6%
CPWM
928
Cypress Point Wealth Management
Texas
$12.1M +$4.39M +8,357 +65%
PCMM
929
Piedmont Capital Management (Montana)
Montana
$12M +$11.1M +21,103 New
SFFS
930
Stonehage Fleming Financial Services
Jersey
$12M +$1.27M +2,410 +13%
FFO
931
Fortitude Family Office
Arizona
$12M +$8.84M +16,817 +398%
KAS
932
KPP Advisory Services
Kentucky
$11.9M +$2.22M +4,232 +25%
BFS
933
BridgePort Financial Solutions
Iowa
$11.9M +$2.58M +4,913 +31%
ES
934
Eagle Strategies
New York
$11.9M +$126K +239 +1%
YP
935
YANKCOM Partnership
South Dakota
$11.9M +$351K +667 +3%
HP
936
Holistic Planning
Texas
$11.9M +$2.93M +5,570 +36%
AWM
937
Activest Wealth Management
Florida
$11.8M +$3.47M +6,602 +47%
IAIM
938
International Assets Investment Management
Florida
$11.8M +$1.35M +2,572 +14%
CVA
939
Central Valley Advisors
California
$11.8M +$4.64M +8,825 +74%
SDWMA
940
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.8M +$467K +888 +4%
GRA
941
Golden Road Advisors
Florida
$11.7M +$702K +1,335 +7%
SCP
942
Sivia Capital Partners
California
$11.7M -$27.9K -53 -0.3%
RWP
943
Ridgecrest Wealth Partners
California
$11.7M +$1.79M +3,397 +20%
HIA
944
Harbor Investment Advisory
Maryland
$11.7M +$517K +984 +5%
CF
945
Centaurus Financial
California
$11.7M +$587K +1,117 +6%
BMCM
946
Bryn Mawr Capital Management
Pennsylvania
$11.7M -$3.42M -6,512 -24%
TFA
947
Trinity Financial Advisors
Ohio
$11.6M -$112K -214 -1%
IA
948
Intellus Advisors
Florida
$11.6M +$593K +1,129 +6%
AA
949
Armis Advisers
Georgia
$11.6M -$9.98K -19 -0.1%
EA
950
Enclave Advisors
Texas
$11.5M +$445K +846 +4%
36 37
38
39 40