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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1301
Asset Dedication LLC
California
$3.22M -$250K -520 -7%
ATPW
1302
Ashton Thomas Private Wealth
Arizona
$3.22M +$1.79M +3,720 +137%
EIP
1303
Ellis Investment Partners
Pennsylvania
$3.22M +$292K +606 +10%
MAG
1304
M3 Advisory Group
Massachusetts
$3.21M -$128K -265 -4%
PCH
1305
PGIM Custom Harvest
New Jersey
$3.21M +$520K +1,081 +20%
LI
1306
LRI Investments
Florida
$3.2M +$82.8K +172 +3%
AMBIA
1307
Allen Mooney & Barnes Investment Advisors
Georgia
$3.19M -$24.1K -50 -0.8%
CCP
1308
Clarkston Capital Partners
Michigan
$3.18M +$26.9K +56 +0.9%
CHA
1309
Carmichael Hill & Associates
Maryland
$3.18M +$236K +490 +8%
NYLIM
1310
New York Life Investment Management
New York
$3.17M -$2.78M -5,785 -48%
FSC
1311
Full Sail Capital
Oklahoma
$3.16M -$910K -1,891 -23%
CWM
1312
Cornerstone Wealth Management
Missouri
$3.15M +$853K +1,773 +39%
SWM
1313
Sanctuary Wealth Management
Idaho
$3.14M +$1.02M +2,120 +51%
VIP
1314
Viewpoint Investment Partners
Alberta, Canada
$3.14M – – –
QCG
1315
Quadrant Capital Group
Ohio
$3.12M +$58.2K +121 +2%
MFA
1316
Mayflower Financial Advisors
Massachusetts
$3.12M -$386K -803 -11%
CHA
1317
Cooper/Haims Advisors
New York
$3.11M – – –
AWM
1318
Avondale Wealth Management
Texas
$3.1M -$40.9K -85 -1%
EL
1319
EWA LLC
Pennsylvania
$3.09M -$92.9K -193 -3%
R
1320
Rebalance
California
$3.09M -$9.14K -19 -0.3%
1W
1321
1776 Wealth
Georgia
$3.09M -$2.41K -5 -0.1%
BFA
1322
Bill Few Associates
Pennsylvania
$3.08M +$722K +1,501 +32%
WA
1323
Wealthstream Advisors
New York
$3.08M – – –
DCM
1324
DGS Capital Management
New Jersey
$3.08M +$61.1K +127 +2%
SGI
1325
Summit Global Investments
Utah
$3.08M -$16.4K -34 -0.5%
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