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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1026
Pallas Capital Advisors
Massachusetts
$6.23M -$51K -106 -0.9%
WF
1027
Warner Financial
Maryland
$6.18M +$360K +748 +6%
SC
1028
Saiph Capital
New Jersey
$6.18M -$26K -54 -0.4%
CF
1029
Centaurus Financial
California
$6.18M +$28.9K +60 +0.5%
BA
1030
Bluesphere Advisors
Pennsylvania
$6.17M +$120K +250 +2%
CA
1031
Crumly & Associates
Illinois
$6.15M -$6.74K -14 -0.1%
HP
1032
Holistic Planning
Texas
$6.13M -$58.7K -122 -0.9%
SIAG
1033
Safeguard Investment Advisory Group
California
$6.12M -$60.1K -125 -1%
SAM
1034
SP Asset Management
California
$6.1M -$68.3K -142 -1%
SWM
1035
SeaCrest Wealth Management
New York
$6.1M +$1.2M +2,489 +26%
SA
1036
SpiderRock Advisors
Delaware
$6.09M -$3.42M -7,108 -37%
CAM
1037
Cozad Asset Management
Illinois
$6.09M +$500K +1,039 +9%
APC
1038
Asset Planning Corporation
Tennessee
$6.08M -$436K -906 -7%
HBT
1039
Hills Bank & Trust
Iowa
$6.07M -$515K -1,071 -8%
DOA
1040
D'Orazio & Associates
Virginia
$6.07M +$14.4K +30 +0.2%
WAM
1041
Wakefield Asset Management
Colorado
$6.06M +$103K +214 +2%
MTWM
1042
Masso Torrence Wealth Management
New Jersey
$6.03M +$312K +649 +6%
GAM
1043
Gotham Asset Management
New York
$5.99M +$3.09M +6,429 +116%
BWM
1044
BCGM Wealth Management
Indiana
$5.99M -$42.3K -88 -0.7%
MMH
1045
Menora Mivtachim Holdings
Israel
$5.94M -$818K -1,700 -13%
PWW
1046
Pettyjohn Wood & White
Virginia
$5.94M +$75.5K +157 +1%
MSWMA
1047
Market Street Wealth Management Advisors
Indiana
$5.92M -$91.4K -190 -2%
SFS
1048
Summit Financial Strategies
Ohio
$5.9M +$32.7K +68 +0.6%
HI
1049
Horizon Investments
North Carolina
$5.9M +$73.6K +153 +1%
SW
1050
SMART Wealth
Nebraska
$5.9M -$199K -414 -3%
40 41
42
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