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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1251
Childress Capital Advisors
Texas
$2.94M +$92.1K +225 +3%
CT
1252
Cambridge Trust
Massachusetts
$2.91M – – –
LEA
1253
Legacy Edge Advisors
New York
$2.91M +$2.73M +6,660 New
AR
1254
Advisory Research
Illinois
$2.91M – – –
KWM
1255
Keebeck Wealth Management
Illinois
$2.9M -$2.64M -6,439 -49%
SGI
1256
Summit Global Investments
Utah
$2.9M +$30.3K +74 +1%
KWA
1257
Kingswood Wealth Advisors
California
$2.89M +$2.45M +5,993 +968%
EFS
1258
Essex Financial Services
Connecticut
$2.88M +$552K +1,349 +26%
FHC
1259
First Heartland Consultants
Missouri
$2.87M +$22.5K +55 +0.8%
AGC
1260
Aspen Grove Capital
Colorado
$2.86M +$249K +607 +10%
CPP
1261
Capasso Planning Partners
South Carolina
$2.86M -$329K -804 -11%
NFG
1262
Nations Financial Group
Iowa
$2.85M +$1.02M +2,480 +61%
BBA
1263
BLB&B Advisors
Pennsylvania
$2.85M +$346K +845 +15%
GCAC
1264
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.81M +$838K +2,048 +47%
CWM
1265
Calamos Wealth Management
Illinois
$2.8M +$32.3K +79 +1%
CWM
1266
Circle Wealth Management
New Jersey
$2.79M +$20.9K +51 +0.8%
SBIA
1267
Sheaff Brock Investment Advisors
Indiana
$2.78M +$103K +252 +4%
EDRH
1268
Edmond de Rothschild Holding
Switzerland
$2.77M -$790K -1,930 -23%
FA
1269
Fountainhead AM
New Jersey
$2.77M +$2.6M +6,340 New
AMBIA
1270
Allen Mooney & Barnes Investment Advisors
Georgia
$2.76M -$69.2K -169 -3%
RLWM
1271
RF&L Wealth Management
Massachusetts
$2.76M +$298K +727 +13%
MWA
1272
Monograph Wealth Advisors
California
$2.76M -$3.7M -9,030 -59%
VIP
1273
Viewpoint Investment Partners
Alberta, Canada
$2.74M +$2.57M +6,272 New
SWA
1274
Sax Wealth Advisors
New Jersey
$2.73M +$168K +411 +7%
MWM
1275
MorganRosel Wealth Management
Colorado
$2.72M +$111K +270 +5%
49 50
51
52 53