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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1076
BridgePort Financial Solutions
Iowa
$11.6M -$1.84M -2,956 -14%
PVI
1077
Pine Valley Investments
New Jersey
$11.6M +$241K +387 +2%
KAS
1078
KPP Advisory Services
Kentucky
$11.6M -$1.79M -2,885 -14%
BWP
1079
Balboa Wealth Partners
Arizona
$11.5M +$659K +1,060 +6%
CPWM
1080
Cypress Point Wealth Management
Texas
$11.5M -$1.71M -2,758 -13%
ATPW
1081
Ashton Thomas Private Wealth
Arizona
$11.5M +$447K +719 +4%
MWM
1082
Mittelman Wealth Management
Massachusetts
$11.5M -$615K -989 -5%
SAM
1083
SP Asset Management
California
$11.5M +$119K +191 +1%
PTC
1084
Private Trust Company
Ohio
$11.5M +$14.9K +24 +0.1%
SFFS
1085
Stonehage Fleming Financial Services
Jersey
$11.5M +$440K +708 +4%
BTIM
1086
BancFirst Trust & Investment Management
Oklahoma
$11.5M -$472K -760 -4%
RT
1087
Rockland Trust
Massachusetts
$11.4M +$82K +132 +0.7%
CFD
1088
Creative Financial Designs
Indiana
$11.4M +$1.72M +2,766 +18%
CFAM
1089
Center For Asset Management
Florida
$11.4M +$260K +419 +2%
SMC
1090
Smith, Moore & Co
Missouri
$11.4M -$16.8K -27 -0.1%
WFA
1091
Websterrogers Financial Advisors
South Carolina
$11.4M +$621 +1 +0%
DCM
1092
Donaldson Capital Management
Indiana
$11.3M -$203K -327 -2%
CWA
1093
Continuum Wealth Advisors
New York
$11.3M +$656K +1,055 +6%
MFG
1094
Magnus Financial Group
New York
$11.3M +$171K +275 +2%
FLPIM
1095
F.L. Putnam Investment Management
Massachusetts
$11.3M +$717K +1,153 +7%
VA
1096
Valor Advisors
Florida
$11.1M +$11M +17,758 New
HOWA
1097
Hudson Oak Wealth Advisory
New Jersey
$11.1M +$11M +17,738 New
AA
1098
Armis Advisers
Georgia
$11.1M -$1.07M -1,718 -8%
RWM
1099
Ritholtz Wealth Management
New York
$11.1M +$2.55M +4,101 +30%
RIL
1100
Rothschild Investment LLC
Illinois
$11M +$452K +727 +4%
42 43
44
45 46