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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1101
Bar Harbor Wealth Management
New Hampshire
$1.9M +$594K +1,577 +40%
CIA
1102
Choate Investment Advisors
Massachusetts
$1.9M +$50.9K +135 +3%
SBIA
1103
Sheaff Brock Investment Advisors
Indiana
$1.89M +$282K +749 +16%
TP
1104
Tranquility Partners
Tennessee
$1.88M – – –
PPW
1105
Pinnacle Private Wealth
Massachusetts
$1.88M -$513K -1,363 -20%
LHEI
1106
Leo H. Evart Inc
California
$1.88M -$26.4K -70 -1%
CCM
1107
Cribstone Capital Management
Maine
$1.87M +$26.4K +70 +1%
RTC
1108
Riverview Trust Company
Washington
$1.86M -$167K -442 -8%
BIA
1109
Bell Investment Advisors
California
$1.86M +$2.02M +5,360 New
ARMT
1110
Amica Retiree Medical Trust
Rhode Island
$1.86M -$4.52M -12,000 -69%
NAMM
1111
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.86M – – –
KCM
1112
Kornitzer Capital Management
Kansas
$1.85M – – –
PWP
1113
Perfromance Wealth Partners
Illinois
$1.85M +$1.14M +3,038 +132%
S
1114
SignatureFD
Georgia
$1.85M +$77.6K +206 +4%
ISL
1115
Ingalls & Snyder LLC
New York
$1.85M -$87.4K -232 -4%
RBC
1116
Roble Belko & Company
Pennsylvania
$1.84M -$142K -376 -7%
MCA
1117
Magnolia Capital Advisors
Mississippi
$1.84M -$128K -341 -6%
ACM
1118
Alpha Capital Management
Texas
$1.83M +$1.23M +3,264 +162%
TC
1119
TAP Consulting
Missouri
$1.82M -$39.9K -106 -2%
TCM
1120
Traynor Capital Management
Pennsylvania
$1.8M +$32.4K +86 +2%
SF
1121
Symphony Financial
Texas
$1.8M -$945K -2,508 -33%
RWM
1122
Ritholtz Wealth Management
New York
$1.79M +$56.5K +150 +3%
SMG
1123
Smart Money Group
Texas
$1.79M +$212K +564 +12%
HCM
1124
HMS Capital Management
Tennessee
$1.78M +$904K +2,400 +87%
FWA
1125
FOCUS Wealth Advisors
Texas
$1.76M – – –
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