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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1301
Forum Financial Management
Illinois
$1.41M +$118K +323 +9%
PWG
1302
Private Wealth Group
Florida
$1.41M – – –
HIA
1303
HTG Investment Advisors
Connecticut
$1.41M -$12.8K -35 -0.9%
CWM
1304
Cedar Wealth Management
California
$1.41M +$412K +1,124 +43%
WIC
1305
Woodmont Investment Counsel
Tennessee
$1.4M +$26K +71 +2%
IP
1306
Intellectus Partners
California
$1.4M -$361K -985 -21%
OFS
1307
OneAscent Financial Services
Alabama
$1.4M +$70.8K +193 +5%
OA
1308
Oxbow Advisors
Texas
$1.4M +$1.1K +3 +0.1%
RWM
1309
Ritholtz Wealth Management
New York
$1.4M -$505K -1,378 -27%
VBWMG
1310
Von Berge Wealth Management Group
California
$1.4M -$27.9K -76 -2%
AWM
1311
Aries Wealth Management
Maine
$1.39M +$19.1K +52 +1%
BB
1312
Busey Bank
Illinois
$1.39M -$202K -551 -13%
SAM
1313
S.A. Mason
Michigan
$1.37M – – –
WEG
1314
World Equity Group
Illinois
$1.37M +$2.24M +6,108 +52%
PA
1315
Paragon Advisors
Texas
$1.37M +$216K +588 +19%
C
1316
Certuity
Florida
$1.36M -$2.93K -8 -0.2%
RMDI
1317
R.M. Davis Inc
Maine
$1.36M +$236K +643 +22%
FCCM
1318
First City Capital Management
Georgia
$1.36M +$36.3K +99 +3%
PWA
1319
Physician Wealth Advisors
Utah
$1.36M -$10.6K -29 -0.8%
LRIA
1320
Leonard Rickey Investment Advisors
Washington
$1.35M -$58.3K -159 -4%
MCM
1321
Morton Capital Management
California
$1.35M +$735K +2,003 +127%
WF
1322
Welch & Forbes
Massachusetts
$1.34M – – –
PAG
1323
Paladin Advisory Group
Iowa
$1.34M +$1.31M +3,569 New
CC
1324
Callan Capital
California
$1.34M +$37.8K +103 +3%
LWANC
1325
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.33M +$37.8K +103 +3%
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