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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
951
Inverness Counsel
New York
$3.27M – – –
CWM
952
Capital Wealth Management
Rhode Island
$3.26M +$798K +1,891 +34%
CWM
953
Connecticut Wealth Management
Connecticut
$3.25M +$68.8K +163 +2%
NAMP
954
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.25M +$179K +425 +6%
SWM
955
Stockman Wealth Management
Montana
$3.25M -$12.7K -30 -0.4%
CIM
956
Contravisory Investment Management
Massachusetts
$3.23M – – –
OCM
957
One Capital Management
California
$3.21M +$177K +419 +6%
PAM
958
Palisade Asset Management
Minnesota
$3.2M -$12.7K -30 -0.4%
FEM
959
Fulcrum Equity Management
Texas
$3.19M +$3.09M +7,312 New
PIA
960
Perennial Investment Advisors
California
$3.19M +$23.6K +56 +0.8%
9WM
961
9258 Wealth Management
Ohio
$3.17M +$938K +2,223 +44%
GVAG
962
Great Valley Advisor Group
Delaware
$3.17M +$5.07K +12 +0.2%
FWA
963
FOCUS Wealth Advisors
Texas
$3.16M – – –
PPP
964
Private Portfolio Partners
New Jersey
$3.16M -$285K -674 -9%
DBRC
965
D.B. Root & Company
Pennsylvania
$3.1M +$72.6K +172 +2%
CT
966
Cambridge Trust
Massachusetts
$3.1M +$2.51M +5,946 +518%
IC
967
Iconiq Capital
California
$3.09M – – –
WF
968
Warner Financial
Maryland
$3.08M +$2.98M +7,063 New
CAAS
969
Capital Asset Advisory Services
Michigan
$3.08M -$422 -1 -0%
SWM
970
SFG Wealth Management
Maryland
$3.08M +$2.97M +7,047 New
WCA
971
Waypoint Capital Advisors
Minnesota
$3.08M +$2.97M +7,047 New
SAS
972
Sanford Advisory Services
Michigan
$3.08M +$389K +921 +15%
VAS
973
Vestmark Advisory Solutions
Massachusetts
$3.06M -$60.4K -143 -2%
CCA
974
Childress Capital Advisors
Texas
$3.05M -$1.29M -3,057 -30%
BWP
975
BSW Wealth Partners
Colorado
$3.05M +$21.1K +50 +0.7%
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