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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1326
Intercontinental Wealth Advisors
Texas
$1.01M – – –
RWA
1327
RGT Wealth Advisors
Texas
$1M +$730 +2 +0.1%
BHIC
1328
Bassett Hargrove Investment Counsel
Delaware
$993K +$1.1M +3,025 New
MHB
1329
Midwest Heritage Bank
Iowa
$990K -$118K -324 -10%
RPCONE
1330
Retirement Planning Company of New England
Rhode Island
$986K +$129K +354 +13%
VCAM
1331
Van Cleef Asset Management
Ohio
$983K – – –
RMAM
1332
Raab & Moskowitz Asset Management
New Jersey
$983K +$35.8K +98 +3%
BO
1333
BRR OpCo
Ohio
$982K -$123K -336 -10%
BIA
1334
BHK Investment Advisors
Alabama
$981K – – –
AMM
1335
American Money Management
California
$978K -$18.3K -50 -2%
HDIM
1336
Hanson & Doremus Investment Management
Vermont
$974K -$365 -1 -0%
OA
1337
Oxbow Advisors
Texas
$973K +$13.5K +37 +1%
MPM
1338
MBB Public Markets
Illinois
$970K – – –
SC
1339
Soundwatch Capital
Connecticut
$970K +$785K +2,150 +267%
PP
1340
PDS Planning
Ohio
$969K -$214K -586 -17%
OWM
1341
Orgel Wealth Management
Wisconsin
$964K -$1.2M -3,289 -53%
LSA
1342
Lion Street Advisors
Texas
$964K -$344K -941 -24%
BAMG
1343
Brand Asset Management Group
Missouri
$964K +$161K +440 +18%
PG
1344
Prostatis Group
Maryland
$962K -$38.4K -105 -3%
FPCG
1345
Fort Pitt Capital Group
Pennsylvania
$960K -$16.1K -44 -1%
SCA
1346
Stokes Capital Advisors
South Carolina
$950K +$783K +2,145 +287%
RGC
1347
Roberts, Glore & Co
Illinois
$949K +$37.3K +102 +4%
IA
1348
Insight Advisors
Pennsylvania
$947K -$4.75K -13 -0.4%
WG
1349
Watchman Group
Texas
$946K -$91.3K -250 -8%
CHJWM
1350
Carlton Hofferkamp & Jenks Wealth Management
Texas
$944K – – –
52 53
54
55 56