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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1326
Essex Savings Bank
Connecticut
$5.53M -$27.3K -52 -0.5%
FWP
1327
Family Wealth Partners
North Carolina
$5.52M -$491K -934 -9%
LWM
1328
Lyell Wealth Management
California
$5.52M +$2.98M +5,676 +141%
DWA
1329
Douglass Winthrop Advisors
New York
$5.52M -$383K -728 -7%
SIS
1330
Sound Income Strategies
Florida
$5.51M -$791K -1,506 -13%
IP
1331
Ignite Planners
California
$5.47M -$152K -289 -3%
ASG
1332
Ariston Services Group
California
$5.46M +$7.88K +15 +0.2%
BL
1333
BFSG LLC
California
$5.44M -$24.2K -46 -0.5%
GCL
1334
Gouws Capital LLC
North Carolina
$5.44M -$72.5K -138 -1%
SPC
1335
Spirepoint Private Client
Florida
$5.43M +$375K +713 +8%
VCP
1336
Vista Capital Partners
Oregon
$5.36M – – –
SI
1337
Saxon Interests
Texas
$5.36M – – –
GKWIM
1338
Gerber Kawasaki Wealth & Investment Management
California
$5.35M +$212K +404 +4%
GCM
1339
Generation Capital Management
New York
$5.33M +$51K +97 +1%
PP
1340
PDS Planning
Ohio
$5.33M +$307K +585 +7%
AIS
1341
American Investment Services
Massachusetts
$5.33M -$1.34M -2,543 -21%
BEC
1342
Blue Edge Capital
Virginia
$5.32M +$52K +99 +1%
CA
1343
Calton & Associates
Florida
$5.31M +$623K +1,185 +15%
SFG
1344
Sovereign Financial Group
Connecticut
$5.29M +$861K +1,638 +21%
RAM
1345
Revere Asset Management
Texas
$5.29M +$4.9M +9,315 New
WKWM
1346
Walter & Keenan Wealth Management
Indiana
$5.28M +$78.3K +149 +2%
ACA
1347
Affinity Capital Advisors
California
$5.28M +$1.95M +3,707 +66%
MFA
1348
Mayflower Financial Advisors
Massachusetts
$5.28M +$138K +262 +3%
FMI
1349
F/M Investments
District of Columbia
$5.28M -$5.04M -9,592 -51%
CKAIS
1350
Christensen King & Associates Investment Services
Washington
$5.27M +$112K +214 +2%
52 53
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