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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1026
Ausdal Financial Partners
Iowa
$1.46M +$275K +678 +22%
UB
1027
UMB Bank
Missouri
$1.45M -$297K -732 -17%
CCP
1028
Corient Capital Partners
California
$1.45M – – –
BMO
1029
Beck Mack & Oliver
New York
$1.45M -$10.1K -25 -0.7%
GWM
1030
GSB Wealth Management
Connecticut
$1.44M -$192K -473 -11%
AA
1031
Advisory Alpha
Michigan
$1.44M +$955K +2,354 +181%
CCFCSB
1032
Cape Cod Five Cents Savings Bank
Massachusetts
$1.44M -$20.7K -51 -1%
RIA
1033
Realta Investment Advisors
Delaware
$1.44M +$146K +361 +11%
CA
1034
Crewe Advisors
Utah
$1.44M +$1.22K +3 +0.1%
WF
1035
Welch & Forbes
Massachusetts
$1.43M – – –
AL
1036
ACAS LLC
California
$1.43M -$23.1K -57 -2%
PGA
1037
Portland Global Advisors
Maine
$1.42M -$24.3K -60 -2%
GC
1038
Gratus Capital
Georgia
$1.4M +$288K +710 +25%
BFO
1039
Boston Family Office
Massachusetts
$1.4M +$46.3K +114 +3%
IPW
1040
Inlet Private Wealth
Florida
$1.39M – – –
HSWM
1041
Hubbell Strickland Wealth Management
Louisiana
$1.39M +$129K +318 +10%
EB
1042
Eastern Bank
Massachusetts
$1.37M -$1.62K -4 -0.1%
SAM
1043
Sequent Asset Management
Texas
$1.36M -$12.2K -30 -0.9%
SMG
1044
Smart Money Group
Texas
$1.35M +$804K +1,981 +136%
WG
1045
Watchman Group
Texas
$1.35M -$20.3K -50 -1%
IC
1046
Inverness Counsel
New York
$1.35M – – –
RMDI
1047
R.M. Davis Inc
Maine
$1.35M +$164K +403 +13%
AAIM
1048
Asset Advisors Investment Management
Georgia
$1.35M +$1.39M +3,416 New
PA
1049
Perennial Advisors
New York
$1.34M -$15.8K -39 -1%
SKK
1050
Shepherd Kaplan Krochuk
Massachusetts
$1.33M +$23.9K +59 +2%
40 41
42
43 44