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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1176
SMI Advisory Services
Indiana
$954K -$81.1K -200 -8%
PEA
1177
Pacific Edge Advisors
California
$954K – – –
DI
1178
DFPG Investments
Utah
$951K +$36.5K +90 +4%
PP
1179
PDS Planning
Ohio
$949K +$55.6K +137 +6%
MS
1180
Maven Securities
Jersey
$947K +$487K +1,200 +100%
CWM
1181
Cornerstone Wealth Management
Missouri
$942K +$29.6K +73 +3%
SFP
1182
Strategic Financial Partners
Oregon
$939K +$110K +270 +13%
NEIRG
1183
New England Investment & Retirement Group
Massachusetts
$938K +$4.87K +12 +0.5%
TCM
1184
Triumph Capital Management
Colorado
$938K +$144K +354 +18%
TSA
1185
Tri-Star Advisors
Texas
$937K -$86.8K -214 -8%
BBA
1186
BLB&B Advisors
Pennsylvania
$936K +$16.2K +40 +2%
SWM
1187
Segment Wealth Management
Texas
$933K -$649K -1,600 -40%
GC
1188
Grimes & Company
Massachusetts
$928K -$12.6K -31 -1%
JIP
1189
Jaffetilchin Investment Partners
Florida
$927K -$141K -348 -13%
MIG
1190
McGuire Investment Group
Rhode Island
$924K – – –
PD
1191
Planning Directions
Pennsylvania
$919K +$2.84K +7 +0.3%
ZCA
1192
Zeke Capital Advisors
Pennsylvania
$915K +$232K +572 +33%
AC
1193
Avenir Corporation
Virginia
$911K +$21.5K +53 +2%
CAM
1194
Concorde Asset Management
Michigan
$909K -$4.87K -12 -0.5%
RM
1195
Resource Management
Louisiana
$903K +$6.49K +16 +0.7%
BHIA
1196
Birch Hill Investment Advisors
Massachusetts
$903K +$295K +726 +46%
CB
1197
Community Bank
New York
$901K – – –
WFA
1198
West Financial Advisors
Iowa
$897K +$922K +2,273 New
BI
1199
Blooom Inc
Kansas
$892K -$218K -537 -26%
BL
1200
BFSG LLC
California
$884K +$909K +2,241 New
46 47
48
49 50