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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1201
Foster Dykema Cabot & Partners
Massachusetts
$4.63M +$1.37M +2,698 +45%
CA
1202
Cullinan Associates
Kentucky
$4.63M – – –
NS
1203
NBC Securities
Alabama
$4.62M -$456K -897 -9%
SWM
1204
Sanctuary Wealth Management
Idaho
$4.6M +$1.25M +2,450 +39%
LC
1205
Lindbrook Capital
California
$4.6M -$85.4K -168 -2%
TWP
1206
Tyche Wealth Partners
Texas
$4.59M -$129K -253 -3%
ES
1207
Eagle Strategies
New York
$4.59M +$82.3K +162 +2%
LWA
1208
Ledgewood Wealth Advisors
New Hampshire
$4.58M +$508 +1 +0%
MAG
1209
Members Advisory Group
New York
$4.58M +$479K +942 +12%
PWA
1210
Primoris Wealth Advisors
Florida
$4.58M +$103K +203 +2%
LWM
1211
Liberty Wealth Management
California
$4.57M -$133M -260,851 -97%
SPWM
1212
Schrum Private Wealth Management
Florida
$4.57M +$2.25M +4,429 +105%
PCH
1213
PGIM Custom Harvest
New Jersey
$4.57M +$1.14M +2,238 +35%
KA
1214
Klingman & Associates
New York
$4.55M +$15.2K +30 +0.3%
CKAIS
1215
Christensen King & Associates Investment Services
Washington
$4.54M +$185K +363 +4%
SWM
1216
Sagace Wealth Management
Florida
$4.53M +$96.6K +190 +2%
MWM
1217
Merriman Wealth Management
Washington
$4.52M -$77.3K -152 -2%
SEIA
1218
Signature Estate & Investment Advisors
California
$4.51M +$119K +235 +3%
LEA
1219
Legacy Edge Advisors
New York
$4.5M +$221K +435 +5%
JGUA
1220
John G. Ullman & Associates
New York
$4.49M +$106K +208 +3%
JGIA
1221
Jackson Grant Investment Advisers
Connecticut
$4.49M +$436K +858 +11%
BCM
1222
BTC Capital Management
Iowa
$4.49M – – –
ACM
1223
Advisors Capital Management
New Jersey
$4.48M +$181K +356 +4%
CFS
1224
CRA Financial Services
New Jersey
$4.46M +$1.53M +3,019 +56%
RIM
1225
RW Investment Management
Idaho
$4.46M +$618K +1,215 +17%
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