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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1251
Cypress Wealth Services
California
$10.2M +$6.67K +10 +0.1%
SWM
1252
SeaCrest Wealth Management
New York
$10.1M -$1.29M -1,935 -12%
UB
1253
UMB Bank
Missouri
$10.1M -$134K -201 -1%
TW
1254
Traveka Wealth
California
$10.1M -$217K -326 -2%
ACM
1255
Ategra Capital Management
Virginia
$10.1M – – –
FFN
1256
Focus Financial Network
Minnesota
$10.1M +$571K +857 +6%
GWM
1257
Greenwich Wealth Management
Connecticut
$10.1M +$30.7K +46 +0.3%
PFS
1258
Prospect Financial Services
New York
$10.1M +$1.39M +2,091 +17%
SIM
1259
Stratos Investment Management
Ohio
$10.1M -$165K -248 -2%
GLA
1260
Great Lakes Advisors
Illinois
$10M +$470K +705 +5%
EB
1261
Eastern Bank
Massachusetts
$10M -$560K -840 -5%
CAM
1262
Cidel Asset Management
Ontario, Canada
$9.98M -$1.45M -2,174 -13%
FGWP
1263
Founders Grove Wealth Partners
Virginia
$9.97M -$66.7K -100 -0.7%
KFG
1264
Kingdom Financial Group
Arizona
$9.96M -$317K -475 -3%
CM
1265
Columbus Macro
Pennsylvania
$9.95M +$4K +6 +0%
LI
1266
Louisbourg Investments
New Brunswick, Canada
$9.85M +$321K +482 +3%
FWM
1267
Fonville Wealth Management
Virginia
$9.85M -$529K -794 -5%
FFM
1268
Forum Financial Management
Illinois
$9.85M +$1.32M +1,975 +16%
DDC
1269
DF Dent & Co
Maryland
$9.83M – – –
CCFM
1270
Clear Creek Financial Management
Washington
$9.83M +$766K +1,149 +9%
DIA
1271
Dana Investment Advisors
Wisconsin
$9.81M +$343K +514 +4%
MGWM
1272
Marks Group Wealth Management
Minnesota
$9.76M +$35.3K +53 +0.4%
CAG
1273
Csenge Advisory Group
Florida
$9.73M +$113K +169 +1%
CAMG
1274
CWA Asset Management Group
Florida
$9.73M +$191K +287 +2%
SBH
1275
Segall Bryant & Hamill
Illinois
$9.72M -$329K -494 -3%
49 50
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