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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1001
Essex Savings Bank
Connecticut
$2.83M +$333K +790 +14%
WAM
1002
WNY Asset Management
New York
$2.83M +$133K +315 +5%
AP
1003
Advisor Partners
California
$2.83M +$405K +960 +17%
BEC
1004
Blue Edge Capital
Virginia
$2.82M +$642K +1,520 +31%
CFAM
1005
Coury Firm Asset Management
Pennsylvania
$2.82M +$2.73M +6,464 New
BHWM
1006
Beaird Harris Wealth Management
Texas
$2.81M +$2.72M +6,442 New
IP
1007
Intellectus Partners
California
$2.79M -$39.7K -94 -1%
EA
1008
Eudaimonia Advisors
Tennessee
$2.79M +$2.7M +6,386 New
SSW
1009
Smith Shellnut Wilson
Mississippi
$2.78M – – –
NCG
1010
Newport Capital Group
New Jersey
$2.76M -$2.01M -4,754 -43%
CFAM
1011
Center For Asset Management
Florida
$2.75M +$785K +1,859 +42%
WT
1012
Whittier Trust
California
$2.74M -$199K -471 -7%
RWM
1013
Rockwood Wealth Management
Pennsylvania
$2.72M +$2.63M +6,233 New
SC
1014
Soundwatch Capital
Connecticut
$2.72M -$98.8K -234 -4%
BA
1015
Bluesphere Advisors
Pennsylvania
$2.71M +$95.4K +226 +4%
USCWA
1016
U.S. Capital Wealth Advisors
Texas
$2.71M -$33.3K -79 -1%
JFGLC
1017
Johnson Financial Group LLC (Colorado)
Colorado
$2.71M – – –
CWM
1018
Circle Wealth Management
New Jersey
$2.7M +$17.3K +41 +0.7%
FHC
1019
First Heartland Consultants
Missouri
$2.69M +$407K +963 +18%
FPS
1020
Fieldpoint Private Securities
Connecticut
$2.69M +$53.6K +127 +2%
PCS
1021
Personal CFO Solutions
New Jersey
$2.68M +$2.13M +5,055 +468%
CC
1022
Chicago Capital
Illinois
$2.66M – – –
FDCC
1023
Foster Dykema Cabot & Co
Massachusetts
$2.66M – – –
PAM
1024
Private Asset Management
California
$2.63M -$278K -659 -10%
TCOV
1025
Trust Company of Vermont
Vermont
$2.62M +$100K +238 +4%
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