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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1026
Balboa Wealth Partners
Arizona
$10.6M +$4.87M +8,269 +91%
CFS
1027
CRA Financial Services
New Jersey
$10.6M +$1.03M +1,749 +11%
SA
1028
Sovran Advisors
California
$10.6M +$1.02M +1,734 +11%
MIA
1029
MMBG Investment Advisors
Florida
$10.6M -$2.8M -4,757 -22%
GWMR
1030
GC Wealth Management RIA
Massachusetts
$10.5M +$111K +189 +1%
BONH
1031
Bank of New Hampshire
New Hampshire
$10.5M +$1.06M +1,791 +12%
SJGA
1032
Stephen J. Garry & Associates
New York
$10.5M -$162K -274 -2%
SFG
1033
Sunburst Financial Group
Alabama
$10.5M +$2.95K +5 +0%
CWA
1034
Continuum Wealth Advisors
New York
$10.4M +$421K +714 +4%
GAG
1035
GM Advisory Group
New York
$10.4M -$1.16M -1,975 -10%
MHIC
1036
Marble Harbor Investment Counsel
Massachusetts
$10.3M – – –
MWM
1037
Mission Wealth Management
California
$10.3M -$235K -398 -2%
FLPIM
1038
F.L. Putnam Investment Management
Massachusetts
$10.3M -$241K -409 -2%
KP
1039
Kitching Partners
Pennsylvania
$10.3M +$326K +553 +3%
SPC
1040
Spirepoint Private Client
Florida
$10.3M +$4.26M +7,223 +76%
OFW
1041
Omnia Family Wealth
Florida
$10.3M -$433K -735 -4%
CSIC
1042
Clifford Swan Investment Counsel
California
$10.3M +$27.1K +46 +0.3%
DAS
1043
DMKC Advisory Services
Iowa
$10.3M +$492K +835 +5%
RIL
1044
Rothschild Investment LLC
Illinois
$10.3M -$105K -178 -1%
SWA
1045
Serenus Wealth Advisors
California
$10.2M -$251K -425 -2%
SMFG
1046
Sumitomo Mitsui Financial Group
Japan
$10.2M +$156K +264 +2%
TWM
1047
Tolleson Wealth Management
Texas
$10.2M +$6.5M +11,025 +197%
NWA
1048
Navis Wealth Advisors
New York
$10.2M +$589 +1 +0%
FWM
1049
Fonville Wealth Management
Virginia
$10.2M -$147K -250 -1%
FTUS
1050
Flow Traders U.S.
New York
$10.2M -$18.6M -31,628 -66%
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