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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1151
Integrated Investment Consultants
Michigan
$2.67M -$496K -1,214 -15%
SF
1152
Symphony Financial
Texas
$2.66M +$56K +137 +2%
FWA
1153
FOCUS Wealth Advisors
Texas
$2.65M +$1.42M +3,474 +106%
CWM
1154
Centurion Wealth Management
Virginia
$2.65M +$494K +1,208 +22%
NAG
1155
Northstar Advisory Group
New Jersey
$2.63M +$1.37M +3,342 +100%
CT
1156
Cambridge Trust
Massachusetts
$2.62M – – –
AR
1157
Advisory Research
Illinois
$2.61M -$597K -1,460 -18%
OAM
1158
Occidental Asset Management
California
$2.61M +$154K +376 +6%
PSP
1159
Principal Street Partners
Tennessee
$2.59M +$1.36M +3,314 +101%
SGI
1160
Summit Global Investments
Utah
$2.57M -$73.6K -180 -3%
KPWG
1161
KFA Private Wealth Group
Virginia
$2.57M +$250K +612 +10%
FHC
1162
First Heartland Consultants
Missouri
$2.56M +$293K +717 +12%
CCA
1163
Childress Capital Advisors
Texas
$2.56M -$68.3K -167 -3%
AMBIA
1164
Allen Mooney & Barnes Investment Advisors
Georgia
$2.55M +$15.1K +37 +0.6%
CPWM
1165
Cypress Point Wealth Management
Texas
$2.55M +$2.65M +6,488 New
AWM
1166
Alterna Wealth Management
Texas
$2.54M -$189K -461 -7%
CCFCSB
1167
Cape Cod Five Cents Savings Bank
Massachusetts
$2.52M +$1.31M +3,198 +99%
MAG
1168
Members Advisory Group
New York
$2.51M +$56.8K +139 +2%
CWM
1169
Calamos Wealth Management
Illinois
$2.49M +$2.59M +6,342 New
CWM
1170
Circle Wealth Management
New Jersey
$2.49M +$9.81K +24 +0.4%
CAAS
1171
Capital Asset Advisory Services
Michigan
$2.48M +$159K +389 +7%
PAM
1172
Palisade Asset Management
Minnesota
$2.48M +$7.36K +18 +0.3%
CCA
1173
Cora Capital Advisors
New Jersey
$2.48M -$125K -305 -5%
BWA
1174
Bordeaux Wealth Advisors
California
$2.48M +$1.99M +4,860 +334%
FCP
1175
Fidelis Capital Partners
Florida
$2.48M +$62.2K +152 +2%
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