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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1326
Bordeaux Wealth Advisors
California
$3.07M +$195K +405 +7%
SFFS
1327
Stonehage Fleming Financial Services
Jersey
$3.07M +$2.95M +6,131 New
FPB
1328
First PREMIER Bank
South Dakota
$3.06M +$104K +217 +4%
GC
1329
Gratus Capital
Georgia
$3.05M +$1.07M +2,228 +58%
BOM
1330
Bank of Marin
California
$3.05M -$685K -1,424 -19%
BSG
1331
Black Swift Group
Colorado
$3.04M -$125K -260 -4%
AT
1332
Arvest Trust
Oklahoma
$3.04M -$158K -329 -5%
FDCP
1333
Foster Dykema Cabot & Partners
Massachusetts
$3.04M – – –
GWA
1334
GGM Wealth Advisors
Maryland
$3.03M +$340K +707 +13%
STCOSD
1335
Sageworth Trust Company of South Dakota
South Dakota
$3.02M +$1.75M +3,639 +151%
PTP
1336
Platform Technology Partners
New York
$3.02M +$2.91M +6,042 New
FFO
1337
Fiduciary Family Office
Florida
$3.02M -$1.32M -2,734 -31%
CCA
1338
Cora Capital Advisors
New Jersey
$3.01M -$54.4K -113 -2%
PPW
1339
PACK Private Wealth
Minnesota
$2.97M +$11.1K +23 +0.4%
PP
1340
PDS Planning
Ohio
$2.97M +$249K +517 +10%
HWM
1341
Howard Wealth Management
Connecticut
$2.96M +$158K +328 +6%
CPP
1342
Capasso Planning Partners
South Carolina
$2.96M -$470K -976 -14%
CCP
1343
Clarity Capital Partners
California
$2.96M +$276K +573 +11%
RMDI
1344
R.M. Davis Inc
Maine
$2.96M +$887K +1,844 +45%
GKWIM
1345
Gerber Kawasaki Wealth & Investment Management
California
$2.95M +$228K +474 +9%
SFG
1346
Seamount Financial Group
Colorado
$2.94M +$139K +288 +5%
PA
1347
Planning Alternatives
Michigan
$2.93M +$689K +1,432 +32%
MFG
1348
MidWestOne Financial Group
Iowa
$2.92M -$128K -266 -4%
FC
1349
Fiduciary Counselling
Minnesota
$2.92M +$529K +1,100 +23%
HWM
1350
Hemington Wealth Management
Virginia
$2.92M +$3.85K +8 +0.1%
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