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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Accel Wealth Management
Iowa
$652K +$23.8K +62 +4%
TIAM2
1277
Tru Independence Asset Management 2
Oregon
$650K -$5.99M -15,612 -90%
BTWM
1278
Baker Tilly Wealth Management
Wisconsin
$649K – – –
CBFP
1279
Cedar Brook Financial Partners
Ohio
$648K -$6.14K -16 -1%
PFM
1280
Parsec Financial Management
North Carolina
$643K +$5.37K +14 +0.9%
CC
1281
Cannell & Co
New York
$640K +$80.2K +209 +15%
MWA
1282
MFA Wealth Advisors
Pennsylvania
$638K -$102K -266 -14%
NSAM
1283
North Star Asset Management
Wisconsin
$636K +$145K +378 +31%
SCM
1284
SCS Capital Management
Massachusetts
$636K +$619K +1,612 New
HH
1285
Hilltop Holdings
Texas
$629K -$58K -151 -9%
IA
1286
Insight Advisors
Pennsylvania
$628K -$46.8K -122 -7%
NS
1287
Newman & Schimel
Illinois
$627K +$1.92K +5 +0.3%
FB
1288
Fulton Bank
Pennsylvania
$627K +$612K +1,594 New
S
1289
swisspartners
Liechtenstein
$622K – – –
1SB
1290
1ST Source Bank
Indiana
$620K – – –
AAP
1291
Arax Advisory Partners
Colorado
$620K +$605K +1,575 New
RPSA
1292
Richard P. Slaughter Associates
Texas
$617K +$768 +2 +0.1%
DBT
1293
Dubuque Bank & Trust
Iowa
$617K +$188K +489 +45%
BHIA
1294
Birch Hill Investment Advisors
Massachusetts
$615K -$9.6K -25 -2%
LB
1295
Legacy Bridge
Iowa
$615K – – –
DPI
1296
Diversified Portfolios Inc
Michigan
$614K -$39.2K -102 -6%
GCP
1297
GSA Capital Partners
United Kingdom
$614K +$330K +860 +123%
AWA
1298
Alta Wealth Advisors
Massachusetts
$613K -$65.3K -170 -10%
AA
1299
Apriem Advisors
California
$613K -$39.5K -103 -6%
CISOA
1300
Capital Investment Services of America
Wisconsin
$612K +$155K +403 +35%
50 51
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