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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1201
Onyx Bridge Wealth Group
New York
$620K +$588K +1,805 New
SFSIG
1202
San Francisco Sentry Investment Group
California
$618K -$141K -434 -19%
IFG
1203
Investors Financial Group
Minnesota
$617K +$68.1K +209 +13%
IIC
1204
Ironwood Investment Counsel
Arizona
$617K +$234K +719 +67%
SAM
1205
SP Asset Management
California
$616K -$71.4K -219 -11%
RWA
1206
RGT Wealth Advisors
Texas
$613K +$582K +1,785 New
SFP
1207
Strategic Financial Partners
Oregon
$611K +$11.4K +35 +2%
TFM
1208
TFC Financial Management
Massachusetts
$608K +$166K +509 +40%
LP
1209
LGL Partners
Pennsylvania
$607K – – –
OSAM
1210
O'Shaughnessy Asset Management
Connecticut
$607K – – –
GEA
1211
Glen Eagle Advisors
New Jersey
$604K -$12.4K -38 -2%
BHIA
1212
Birch Hill Investment Advisors
Massachusetts
$602K – – –
NEWAS
1213
N.E.W. Advisory Services
Wisconsin
$602K – – –
RWP
1214
RWA Wealth Partners
Massachusetts
$602K – – –
OWM
1215
OneAscent Wealth Management
Alabama
$602K +$571K +1,751 New
HFA
1216
Hoover Financial Advisors
Pennsylvania
$600K -$356K -1,092 -39%
1SB
1217
1ST Source Bank
Indiana
$597K – – –
AWA
1218
Alta Wealth Advisors
Massachusetts
$596K +$565K +1,733 New
MAS
1219
Managed Account Services
Florida
$595K +$8.15K +25 +2%
CFS
1220
Cannon Financial Strategists
Georgia
$593K – – –
SC
1221
Sawyer & Company
Massachusetts
$593K -$56.1K -172 -9%
IGGA
1222
Iron Gate Global Advisors
Utah
$593K -$2.93K -9 -0.5%
AWA
1223
Arkadios Wealth Advisors
Georgia
$592K +$494K +1,515 +725%
EIP
1224
Ellis Investment Partners
Pennsylvania
$590K -$3.59K -11 -0.6%
UB
1225
UMB Bank
Missouri
$584K -$40.8K -125 -7%
47 48
49
50 51