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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1301
SignalPoint Asset Management
Missouri
$1.8M +$223K +579 +15%
MSFS
1302
Main Street Financial Solutions
Pennsylvania
$1.8M +$22K +57 +1%
MBT
1303
Montecito Bank & Trust
California
$1.78M +$41.3K +107 +3%
TL
1304
Tradewinds LLC
North Carolina
$1.78M -$196K -509 -10%
WCG
1305
Weaver Consulting Group
California
$1.78M -$17.4K -45 -1%
WFA
1306
WMG Financial Advisors
Tennessee
$1.78M +$31.2K +81 +2%
PWMG
1307
Pioneer Wealth Management Group
Texas
$1.77M +$1.68M +4,348 New
WP
1308
WMS Partners
Maryland
$1.77M +$109K +283 +7%
CHA
1309
Carmichael Hill & Associates
Maryland
$1.76M +$60.6K +157 +4%
EI
1310
Ellevest Inc
New York
$1.76M -$321K -832 -16%
CCC
1311
Chelsea Counsel Company
California
$1.76M -$5.5M -14,260 -77%
PAM
1312
PVG Asset Management
Colorado
$1.75M -$55.9K -145 -3%
FBA
1313
Front Barnett Associates
Illinois
$1.75M -$5.79K -15 -0.3%
PWM
1314
Penobscot Wealth Management
Maine
$1.74M -$154K -398 -9%
CWM
1315
Cornerstone Wealth Management
Missouri
$1.74M +$89.5K +232 +6%
FWCM
1316
Ferguson Wellman Capital Management
Oregon
$1.74M +$281K +728 +21%
PP
1317
PDS Planning
Ohio
$1.73M +$91K +236 +6%
HWM
1318
Howard Wealth Management
Connecticut
$1.73M +$20.1K +52 +1%
SWA
1319
Strategies Wealth Advisors
Michigan
$1.73M +$48.6K +126 +3%
CPG
1320
Cornerstone Planning Group
New Jersey
$1.72M +$1.63M +4,219 New
WP
1321
WealthShield Partners
North Carolina
$1.72M -$1.16K -3 -0.1%
BWA
1322
Burt Wealth Advisors
Maryland
$1.71M +$32.8K +85 +2%
AWM
1323
Arista Wealth Management
Nevada
$1.71M -$490K -1,271 -23%
ZIG
1324
Zullo Investment Group
Pennsylvania
$1.71M – – –
FCM
1325
Fortis Capital Management
Washington
$1.7M -$810K -2,099 -33%
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