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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
951
Evanson Asset Management
California
$2.91M +$166K +454 +5%
XWM
952
Xcel Wealth Management
Florida
$2.89M +$196K +538 +7%
CFD
953
Creative Financial Designs
Indiana
$2.88M +$206K +564 +7%
SIC
954
Sigma Investment Counselors
Michigan
$2.86M +$168K +461 +6%
GL
955
Graypoint LLC
New York
$2.86M -$171K -469 -5%
UB
956
UMB Bank
Missouri
$2.86M +$335K +916 +12%
CAM
957
Cozad Asset Management
Illinois
$2.85M +$122K +333 +4%
ZIC
958
ZWJ Investment Counsel
Georgia
$2.83M +$114K +312 +4%
EFS
959
Essex Financial Services
Connecticut
$2.83M -$927K -2,539 -23%
BMD
960
Better Money Decisions
New Mexico
$2.82M +$402K +1,100 +15%
WMA
961
West Michigan Advisors
Michigan
$2.81M -$185K -507 -6%
CCM
962
Chilton Capital Management
Texas
$2.81M -$300K -822 -9%
CW
963
Cook Wealth
North Carolina
$2.8M +$1.02M +2,793 +54%
BCM
964
BTC Capital Management
Iowa
$2.79M – – –
WCM
965
Windham Capital Management
Massachusetts
$2.79M – – –
FMN
966
Financial Management Network
California
$2.77M +$86.2K +236 +3%
CWM
967
Concentric Wealth Management
California
$2.77M -$9.13K -25 -0.3%
MCG
968
McCollum Christoferson Group
New York
$2.77M +$69.4K +190 +2%
VWA
969
Visionary Wealth Advisors
Illinois
$2.76M -$535K -1,464 -15%
PCIA
970
Prime Capital Investment Advisors
Kansas
$2.75M -$641K -1,756 -17%
RI
971
Ridgewood Investments
New Jersey
$2.75M +$49.3K +135 +2%
AMR
972
Asset Management Resources
Massachusetts
$2.74M +$58.4K +160 +2%
GWA
973
GGM Wealth Advisors
Maryland
$2.73M +$276K +757 +11%
BFO
974
Biltmore Family Office
North Carolina
$2.73M -$913K -2,500 -23%
MWP
975
MYCIO Wealth Partners
Pennsylvania
$2.73M +$2.12M +5,818 +233%
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