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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1201
Signature Estate & Investment Advisors
California
$4.15M +$3.42M +7,100 +590%
JGUA
1202
John G. Ullman & Associates
New York
$4.15M -$122K -254 -3%
BMA
1203
Brooks Moore & Associates
Tennessee
$4.14M -$63.5K -132 -2%
CCA
1204
Clarity Capital Advisors
Florida
$4.13M +$37.1K +77 +0.9%
CKAIS
1205
Christensen King & Associates Investment Services
Washington
$4.13M +$365K +759 +10%
SC
1206
Sawyer & Company
Massachusetts
$4.13M +$982K +2,041 +33%
CWM
1207
Capital Wealth Management
Rhode Island
$4.12M -$23.1K -48 -0.6%
PAM
1208
Palisade Asset Management
Minnesota
$4.09M -$25.5K -53 -0.6%
RWM
1209
RKL Wealth Management
Pennsylvania
$4.08M -$94.3K -196 -2%
CCFM
1210
Clear Creek Financial Management
Washington
$4.08M -$4.33K -9 -0.1%
EFS
1211
Essex Financial Services
Connecticut
$4.07M +$624K +1,296 +18%
ACM
1212
Advisors Capital Management
New Jersey
$4.07M -$660K -1,372 -14%
LEA
1213
Legacy Edge Advisors
New York
$4.05M +$422K +876 +12%
BWAM
1214
Boyd Watterson Asset Management
Ohio
$4.05M – – –
MWM
1215
MorganRosel Wealth Management
Colorado
$4.05M +$462K +960 +13%
AIM
1216
AMI Investment Management
Indiana
$4.05M -$24.1K -50 -0.6%
CFAM
1217
Center For Asset Management
Florida
$4.02M +$3.37M +7,006 +686%
KAM
1218
Kensington Asset Management
Texas
$4M -$435M -904,170 -99%
PMG
1219
ProVise Management Group
Florida
$3.97M +$481 +1 +0%
FWP
1220
FAS Wealth Partners
Kansas
$3.97M +$5.77K +12 +0.2%
TAM
1221
Townsend Asset Management
North Carolina
$3.96M +$211K +438 +6%
NCTC
1222
New Covenant Trust Company
Indiana
$3.94M -$6.26K -13 -0.2%
NCM
1223
Next Capital Management
New York
$3.94M -$2.76M -5,727 -42%
MC
1224
Moors & Cabot
Massachusetts
$3.9M +$856K +1,778 +29%
SFG
1225
Sovereign Financial Group
Connecticut
$3.9M -$441K -917 -11%
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