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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
AMI Investment Management
Indiana
$3.17M +$12.7K +36 +0.4%
AWA
1002
AmeriServ Wealth Advisors
Pennsylvania
$3.17M +$30K +85 +1%
CAG
1003
Compass Advisory Group
New York
$3.12M -$727K -2,058 -19%
TFA
1004
Trinity Financial Advisors
Ohio
$3.11M -$1.13M -3,203 -27%
XWM
1005
Xcel Wealth Management
Florida
$3.1M +$7.07K +20 +0.2%
BEC
1006
Blue Edge Capital
Virginia
$3.08M +$612K +1,732 +25%
BL
1007
BFSG LLC
California
$3.07M +$1.56M +4,426 +103%
PAS
1008
Park Avenue Securities
New York
$3.07M +$158K +448 +5%
IIC
1009
Integrated Investment Consultants
Michigan
$3.06M -$228K -646 -7%
FFWM
1010
Future Financial Wealth Management
Ohio
$3.04M +$326K +922 +12%
GC
1011
Grimes & Company
Massachusetts
$3.04M +$1.85M +5,231 +153%
CCB
1012
Cutter & Co Brokerage
Missouri
$3.04M +$138K +390 +5%
CCM
1013
Chilton Capital Management
Texas
$3.03M +$27.9K +79 +0.9%
AWM
1014
Avondale Wealth Management
Texas
$3.03M +$209K +592 +7%
SFS
1015
Summit Financial Strategies
Ohio
$3.02M +$431K +1,220 +17%
JGUA
1016
John G. Ullman & Associates
New York
$3M +$118K +334 +4%
WCM
1017
Windham Capital Management
Massachusetts
$2.99M – – –
GL
1018
Graypoint LLC
New York
$2.98M -$80.2K -227 -3%
MTWM
1019
Masso Torrence Wealth Management
New Jersey
$2.97M -$1.18M -3,333 -28%
BBPWM
1020
Blue Bell Private Wealth Management
Pennsylvania
$2.96M -$343K -971 -10%
SA
1021
SRH Advisors
Kansas
$2.96M +$398K +1,128 +15%
EFS
1022
Essex Financial Services
Connecticut
$2.95M -$77.7K -220 -3%
BCMLT
1023
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.95M +$501K +1,417 +20%
BCA
1024
Bay Colony Advisors
Massachusetts
$2.94M +$2.66M +7,522 +893%
CWA
1025
Clearview Wealth Advisors
Oregon
$2.93M +$2.95M +8,344 +278,133%
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