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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAWC
976
Boyce & Associates Wealth Consulting
Texas
$3.11M +$3.07M +7,500 New
NDSI
977
Newman Dignan & Sheerar Inc
Rhode Island
$3.11M -$71.2K -174 -2%
WDL
978
Well Done LLC
Michigan
$3.1M -$59.4K -145 -2%
SWM
979
Stockman Wealth Management
Montana
$3.09M – – –
CFD
980
Creative Financial Designs
Indiana
$3.07M +$237K +578 +8%
WF
981
Warner Financial
Maryland
$3.05M +$84.7K +207 +3%
FIA
982
Foundations Investment Advisors
Arizona
$3.04M -$676K -1,652 -18%
SBH
983
Segall Bryant & Hamill
Illinois
$3.04M +$3M +7,317 New
TI
984
Trexquant Investment
Connecticut
$3.02M +$1.14M +2,795 +62%
CT
985
Cambridge Trust
Massachusetts
$3.01M +$66.3K +162 +2%
BSG
986
Black Swift Group
Colorado
$3M -$1.02M -2,503 -26%
SAS
987
Sanford Advisory Services
Michigan
$3M +$68.8K +168 +2%
CCB
988
Cutter & Co Brokerage
Missouri
$3M +$214K +523 +8%
PAM
989
Palisade Asset Management
Minnesota
$2.99M -$52K -127 -2%
WIA
990
World Investment Advisors
California
$2.98M +$36.4K +89 +1%
ESB
991
Essex Savings Bank
Connecticut
$2.97M +$271K +662 +10%
DBRC
992
D.B. Root & Company
Pennsylvania
$2.96M +$13.5K +33 +0.5%
MFWM
993
Motley Fool Wealth Management
Virginia
$2.95M -$383K -935 -12%
IC
994
Iconiq Capital
California
$2.95M +$17.2K +42 +0.6%
YWS
995
Yarger Wealth Strategies
Ohio
$2.94M -$659K -1,610 -19%
NG
996
NatWest Group
United Kingdom
$2.94M -$407K -994 -12%
HWM
997
Hemington Wealth Management
Virginia
$2.93M +$99.1K +242 +4%
PL
998
Parthenon LLC
Kentucky
$2.93M +$41.8K +102 +1%
TWM
999
Thrive Wealth Management
Pennsylvania
$2.92M +$25K +61 +0.9%
AIP
1000
Almanack Investment Partners
Pennsylvania
$2.91M +$2.87M +7,008 New
38 39
40
41 42