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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1301
EWA LLC
Pennsylvania
$3M -$169K -370 -6%
LI
1302
LRI Investments
Florida
$3M +$2.85M +6,234 New
CHA
1303
Cooper/Haims Advisors
New York
$2.99M +$691K +1,510 +32%
SC
1304
Sawyer & Company
Massachusetts
$2.98M +$382K +835 +16%
R
1305
Rebalance
California
$2.98M -$14.6K -32 -0.5%
SLG
1306
Stanley-Laman Group
Pennsylvania
$2.97M +$34.8K +76 +1%
SGI
1307
Summit Global Investments
Utah
$2.97M -$203K -443 -7%
1W
1308
1776 Wealth
Georgia
$2.97M – – –
WA
1309
Wealthstream Advisors
New York
$2.96M +$915 +2 +0%
GCAC
1310
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.96M – – –
MAG
1311
Members Advisory Group
New York
$2.96M -$9.15K -20 -0.3%
CCA
1312
Cora Capital Advisors
New Jersey
$2.95M -$7.32K -16 -0.3%
QCG
1313
Quadrant Capital Group
Ohio
$2.95M -$670K -1,464 -19%
MFG
1314
MidWestOne Financial Group
Iowa
$2.93M -$1.58M -3,457 -36%
BSG
1315
Black Swift Group
Colorado
$2.93M +$238K +520 +9%
ISL
1316
Ingalls & Snyder LLC
New York
$2.92M -$53.5K -117 -2%
FDCP
1317
Foster Dykema Cabot & Partners
Massachusetts
$2.91M – – –
SIM
1318
Stratos Investment Management
Ohio
$2.9M +$152K +332 +6%
TWA
1319
TCI Wealth Advisors
Arizona
$2.9M +$546K +1,194 +25%
MC
1320
Moors & Cabot
Massachusetts
$2.9M +$134K +292 +5%
DCM
1321
DGS Capital Management
New Jersey
$2.9M +$449K +980 +19%
FFM
1322
Forum Financial Management
Illinois
$2.89M +$295K +644 +12%
NB
1323
NBT Bank
New York
$2.89M -$43.9K -96 -2%
TNA
1324
True North Advisors
Texas
$2.89M +$2.75M +6,009 New
FAIM
1325
Financial Advocates Investment Management
Washington
$2.88M +$47.1K +103 +2%
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