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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
1201
C.M. Bidwell & Associates
Hawaii
$5.99M +$61.6K +114 +1%
FFM
1202
Forum Financial Management
Illinois
$5.99M +$1.77M +3,270 +39%
LRWA
1203
Long Run Wealth Advisors
New York
$5.98M +$370K +685 +6%
SIA
1204
Soltis Investment Advisors
Utah
$5.95M +$143K +264 +2%
UB
1205
UMB Bank
Missouri
$5.94M +$1.36M +2,511 +28%
AECF
1206
Annie E. Casey Foundation
Maryland
$5.92M +$6.22M +11,514 New
CCM
1207
Cambridge Capital Management
Illinois
$5.9M +$962K +1,780 +18%
MSWMA
1208
Market Street Wealth Management Advisors
Indiana
$5.88M -$31.9K -59 -0.5%
RFP
1209
Root Financial Partners
California
$5.88M +$1.71M +3,155 +38%
BMA
1210
Brooks Moore & Associates
Tennessee
$5.86M +$1.17M +2,164 +23%
WW
1211
Waterfront Wealth
Kansas
$5.85M +$327K +604 +6%
BBVA
1212
Banco Bilbao Vizcaya Argentaria
Spain
$5.85M – – –
FCCM
1213
First City Capital Management
Georgia
$5.85M +$121K +223 +2%
RWP
1214
Reliant Wealth Planning
Kentucky
$5.82M -$425K -786 -6%
PWA
1215
Primoris Wealth Advisors
Florida
$5.82M +$816K +1,509 +15%
DWM
1216
Destination Wealth Management
California
$5.79M +$4.07M +7,528 +201%
FFS
1217
Founders Financial Securities
Maryland
$5.78M -$2.51M -4,650 -29%
FA
1218
Flagstar Advisors
New York
$5.77M -$15.7K -29 -0.3%
VCM
1219
Vision Capital Management
Oregon
$5.76M -$201K -371 -3%
MSS
1220
Mitchell Sinkler & Starr
Pennsylvania
$5.76M -$492K -910 -8%
SIS
1221
Sound Income Strategies
Florida
$5.76M +$2.36M +4,362 +64%
LI
1222
Louisbourg Investments
New Brunswick, Canada
$5.76M +$439K +812 +8%
HC
1223
Hoese & Co
Minnesota
$5.75M -$75.7K -140 -1%
PWMAG
1224
Pinnacle Wealth Management Advisory Group
New Jersey
$5.73M +$16.2K +30 +0.3%
KA
1225
Klingman & Associates
New York
$5.72M +$1.18M +2,183 +24%
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