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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1051
Vivaldi Capital Management
Illinois
$3.5M -$126K -307 -3%
PWMAG
1052
Pinnacle Wealth Management Advisory Group
New Jersey
$3.5M – – –
AWM
1053
Arista Wealth Management
Nevada
$3.48M +$1.9M +4,655 +111%
SC
1054
Syon Capital
California
$3.46M +$3.6M +8,806 New
IAS
1055
Insigneo Advisory Services
Florida
$3.45M +$808K +1,976 +29%
SQA
1056
Simon Quick Advisors
New Jersey
$3.44M -$1.02M -2,501 -22%
LWM
1057
Liberty Wealth Management
California
$3.44M +$133K +325 +4%
SPP
1058
Single Point Partners
Massachusetts
$3.43M +$3.57M +8,725 New
WIA
1059
World Investment Advisors
California
$3.42M +$233K +570 +7%
ZIC
1060
ZWJ Investment Counsel
Georgia
$3.42M +$175K +428 +5%
TC
1061
TownSquare Capital
Utah
$3.41M -$3.98M -9,737 -53%
WCM
1062
Windham Capital Management
Massachusetts
$3.41M – – –
AA
1063
Advisory Alpha
Michigan
$3.41M +$186K +455 +6%
WRPWM
1064
Werba Rubin Papier Wealth Management
California
$3.41M +$146K +358 +4%
BL
1065
BFSG LLC
California
$3.41M -$18.8K -46 -0.5%
TWP
1066
TFO Wealth Partners
Ohio
$3.4M – – –
SFFS
1067
Stonehage Fleming Financial Services
Jersey
$3.4M +$35.2K +86 +1%
CWM
1068
Capital Wealth Management
Rhode Island
$3.39M -$166K -406 -4%
NL
1069
NWAM LLC
Washington
$3.38M +$675K +1,652 +24%
IIA
1070
ICW Investment Advisors
Arizona
$3.38M +$1.22M +2,992 +53%
EL
1071
EWA LLC
Pennsylvania
$3.37M +$175K +427 +5%
BCM
1072
BTC Capital Management
Iowa
$3.34M – – –
SWM
1073
SeaCrest Wealth Management
New York
$3.33M +$70.7K +173 +2%
BFO
1074
Biltmore Family Office
North Carolina
$3.32M +$85K +208 +3%
AMCA
1075
Arthur M. Cohen & Associates
Illinois
$3.3M +$2.04K +5 +0.1%
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