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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
976
Chicago Capital
Illinois
$6.45M +$25.6K +56 +0.4%
GWMR
977
GC Wealth Management RIA
Massachusetts
$6.43M +$3.28M +7,169 +115%
MWM
978
Modera Wealth Management
New Jersey
$6.43M -$53.1K -116 -0.9%
EWM
979
Empirical Wealth Management
Washington
$6.42M +$272K +595 +5%
AFS
980
Annapolis Financial Services
Maryland
$6.37M -$451K -986 -7%
HBT
981
Hills Bank & Trust
Iowa
$6.35M -$34.8K -76 -0.6%
CMBA
982
C.M. Bidwell & Associates
Hawaii
$6.35M +$22.9K +50 +0.4%
CCM
983
Coerente Capital Management
Ontario, Canada
$6.35M -$229K -500 -4%
DIA
984
Dana Investment Advisors
Wisconsin
$6.34M -$5.65M -12,354 -48%
QCM
985
Quantinno Capital Management
New York
$6.33M -$506K -1,105 -8%
SWM
986
Soundmark Wealth Management
Washington
$6.32M +$78.7K +172 +1%
RWP
987
Ridgecrest Wealth Partners
California
$6.32M -$54K -118 -0.9%
CFO
988
Collective Family Office
Pennsylvania
$6.32M +$33.4K +73 +0.6%
CWS
989
Cypress Wealth Services
California
$6.29M -$79.6K -174 -1%
APC
990
Asset Planning Corporation
Tennessee
$6.28M +$70.9K +155 +1%
BG
991
Bollard Group
Massachusetts
$6.28M +$17.4K +38 +0.3%
DWA
992
Delta Wealth Advisors
Indiana
$6.28M +$5.97M +13,054 New
IAIM
993
International Assets Investment Management
Florida
$6.25M +$556K +1,215 +10%
PWS
994
Private Wealth Strategies
Ohio
$6.19M +$15.6K +34 +0.3%
HP
995
Holistic Planning
Texas
$6.19M -$627K -1,371 -10%
PPP
996
Private Portfolio Partners
New Jersey
$6.18M +$400K +873 +7%
FLPIM
997
F.L. Putnam Investment Management
Massachusetts
$6.18M +$180K +393 +3%
SAM
998
Smartleaf Asset Management
Massachusetts
$6.17M -$12.4K -27 -0.2%
NB
999
Nicolet Bankshares
Wisconsin
$6.13M +$362K +791 +7%
OFG
1000
Oxford Financial Group
Indiana
$6.13M -$2.35M -5,125 -29%
38 39
40
41 42