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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1001
Arete Wealth Advisors
Illinois
$13.6M -$5.57M -8,969 -29%
PI
1002
Pachira Investments
California
$13.5M -$1.34M -2,158 -9%
STCOSD
1003
Sageworth Trust Company of South Dakota
South Dakota
$13.5M +$3.9M +6,283 +41%
SB
1004
Strategic Blueprint
Georgia
$13.5M -$56.7M -91,214 -81%
CWM
1005
Connecticut Wealth Management
Connecticut
$13.5M -$290K -467 -2%
BMCM
1006
Bryn Mawr Capital Management
Pennsylvania
$13.4M +$362K +583 +3%
CA
1007
Continuum Advisory
Idaho
$13.4M +$159K +256 +1%
PP
1008
Patten & Patten
Tennessee
$13.4M +$621 +1 +0%
PTC
1009
Philadelphia Trust Company
Pennsylvania
$13.4M -$105K -169 -0.8%
NRI
1010
NFP Retirement Inc
California
$13.4M -$682K -1,097 -5%
TFA
1011
Trinity Financial Advisors
Ohio
$13.4M +$163K +263 +1%
MFA
1012
McClarren Financial Advisors
Pennsylvania
$13.4M +$14.7M +23,678 +70%
HIA
1013
Harbor Investment Advisory
Maryland
$13.4M +$940K +1,512 +8%
PCM
1014
Prospera Capital Management
Arizona
$13.4M -$626K -1,008 -5%
FAI
1015
Fiduciary Advisors Inc
Missouri
$13.4M +$362K +583 +3%
EA
1016
Enclave Advisors
Texas
$13.3M +$442K +712 +3%
HIP
1017
HUB Investment Partners
Texas
$13.2M +$545K +877 +4%
SWM
1018
Silverlake Wealth Management
Vermont
$13.2M +$3.24M +5,210 +33%
CVA
1019
Central Valley Advisors
California
$13.2M -$12.4K -20 -0.1%
PFA
1020
Professional Financial Advisors
Nebraska
$13.2M +$5.58M +8,974 +75%
VWM
1021
Verus Wealth Management
Wisconsin
$13.2M +$730K +1,175 +6%
HNB
1022
Hilltop National Bank
Wyoming
$13.1M -$2.11M -3,395 -14%
SCP
1023
Sivia Capital Partners
California
$13.1M +$131K +211 +1%
PWP
1024
Precedent Wealth Partners
Texas
$13M +$1.41M +2,271 +12%
RYIA
1025
Roehl & Yi Investment Advisors
Oregon
$13M -$150K -241 -0.2%
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