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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1076
Geneos Wealth Management
Colorado
$906K +$1.39M +4,253 +296%
EBT
1077
Enterprise Bank & Trust
Massachusetts
$898K -$274K -840 -24%
SFA
1078
Semmax Financial Advisors
North Carolina
$894K -$104K -319 -11%
MBT
1079
Montecito Bank & Trust
California
$894K +$14.3K +44 +2%
HCA
1080
Horan Capital Advisors
Ohio
$892K +$35.9K +110 +4%
LWANC
1081
Laurel Wealth Advisors (North Carolina)
North Carolina
$889K -$61.3K -188 -7%
BI
1082
Blooom Inc
Kansas
$889K +$511K +1,568 New
1WM
1083
1900 Wealth Management
Texas
$888K +$842K +2,582 New
CWM
1084
Cahaba Wealth Management
Georgia
$885K +$6.85K +21 +0.8%
ECM
1085
EagleClaw Capital Management
Massachusetts
$882K – – –
MCM
1086
MV Capital Management
Maryland
$882K – – –
RTS
1087
Round Table Services
New Jersey
$879K +$316K +969 +61%
HA
1088
HC Advisors
Georgia
$876K – – –
KPWG
1089
KFA Private Wealth Group
Virginia
$876K +$6.52K +20 +0.8%
AF
1090
Advisornet Financial
Minnesota
$868K -$500K -1,533 -38%
WGCA
1091
Wolf Group Capital Advisors
Virginia
$868K -$65.2K -200 -7%
MFG
1092
MidWestOne Financial Group
Iowa
$866K -$87.4K -268 -10%
CAAS
1093
Capital Asset Advisory Services
Michigan
$866K -$53.1K -163 -6%
SQA
1094
Simon Quick Advisors
New Jersey
$861K +$301K +924 +58%
AIC
1095
Archer Investment Corporation
Indiana
$860K +$91.9K +282 +13%
TSA
1096
Tri-Star Advisors
Texas
$855K +$53.1K +163 +7%
NCM
1097
Next Capital Management
New York
$852K +$564K +1,730 +231%
DI
1098
DFPG Investments
Utah
$848K -$5.54K -17 -0.7%
GIA
1099
Guyasuta Investment Advisors
Pennsylvania
$848K – – –
NFG
1100
Nations Financial Group
Iowa
$848K +$134K +412 +20%
42 43
44
45 46