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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1326
Occidental Asset Management
California
$2.87M +$181K +395 +7%
PPW
1327
PACK Private Wealth
Minnesota
$2.84M +$4.12K +9 +0.2%
FPB
1328
First PREMIER Bank
South Dakota
$2.84M +$132K +288 +5%
APIM
1329
Agate Pass Investment Management
Washington
$2.83M +$508K +1,109 +23%
S
1330
Syntrinsic
Colorado
$2.82M +$255K +557 +10%
CHA
1331
Carmichael Hill & Associates
Maryland
$2.82M +$363K +793 +16%
BPFA
1332
Barnes Pettey Financial Advisors
Mississippi
$2.81M -$588K -1,284 -18%
HWM
1333
Hemington Wealth Management
Virginia
$2.8M – – –
EIP
1334
Ellis Investment Partners
Pennsylvania
$2.8M +$257K +561 +11%
KWA
1335
Kingswood Wealth Advisors
California
$2.79M -$367K -801 -12%
PA
1336
Procyon Advisors
Connecticut
$2.78M +$492K +1,075 +23%
UWM
1337
USAdvisors Wealth Management
Minnesota
$2.78M +$2.36M +5,166 +847%
YWS
1338
Yarger Wealth Strategies
Ohio
$2.77M +$223K +488 +9%
FP
1339
Financial Perspectives
Minnesota
$2.77M +$31.6K +69 +1%
CAG
1340
Compass Advisory Group
New York
$2.77M -$19.7K -43 -0.7%
IIC
1341
Ironwood Investment Counsel
Arizona
$2.76M +$125K +274 +5%
FA
1342
Faithward Advisors
Pennsylvania
$2.76M +$187K +409 +8%
BWA
1343
Bordeaux Wealth Advisors
California
$2.76M +$26.5K +58 +1%
CWA
1344
Consilio Wealth Advisors
Washington
$2.72M +$5.03K +11 +0.2%
KCM
1345
Kornitzer Capital Management
Kansas
$2.71M -$92.9K -203 -3%
VFG
1346
Victory Financial Group
Texas
$2.71M -$223K -488 -8%
CWM
1347
Cedar Wealth Management
California
$2.71M +$672K +1,469 +35%
AC
1348
Apella Capital
Connecticut
$2.71M +$438K +956 +20%
AWMNH
1349
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.7M -$118K -258 -4%
HWM
1350
Howard Wealth Management
Connecticut
$2.69M +$110K +240 +4%
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