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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1351
Advisory Alpha
Michigan
$511K +$76.4K +199 +18%
EGA
1352
Eagle Global Advisors
Texas
$510K +$192K +500 +63%
JSL
1353
JT Stratford LLC
Georgia
$506K +$128K +334 +35%
CC
1354
Capital Counsel
New York
$505K +$31.9K +83 +7%
SAM
1355
S.A. Mason
Michigan
$504K +$9.6K +25 +2%
CCM
1356
Covington Capital Management
California
$501K – – –
FFA
1357
Founders Financial Alliance
North Carolina
$501K +$95.6K +249 +24%
HPWA
1358
Hall Private Wealth Advisors
North Carolina
$501K +$489K +1,273 New
EWM
1359
Executive Wealth Management
Michigan
$500K – – –
MWM
1360
MorganRosel Wealth Management
Colorado
$499K +$1.53K +4 +0.3%
IGGA
1361
Iron Gate Global Advisors
Utah
$499K +$94.8K +247 +24%
RIG
1362
Ramiah Investment Group
Wisconsin
$499K – – –
CIA
1363
Compass Ion Advisors
Pennsylvania
$497K +$44.9K +117 +10%
SW
1364
SlateStone Wealth
Florida
$496K -$36.5K -95 -7%
LIA
1365
LS Investment Advisors
Michigan
$496K – – –
PWA
1366
Providence Wealth Advisors
Illinois
$494K +$16.5K +43 +4%
TCM
1367
Telos Capital Management
California
$492K +$4.99K +13 +1%
SCM
1368
SOL Capital Management
Maryland
$490K +$247K +644 +107%
DR
1369
Davis Rea
Ontario, Canada
$489K +$42.6K +111 +2%
BHIC
1370
Bassett Hargrove Investment Counsel
Delaware
$489K +$477K +1,242 New
GP
1371
Girard Partners
Pennsylvania
$487K +$13.1K +34 +3%
MAM
1372
McLean Asset Management
Virginia
$485K -$183K -476 -28%
WA
1373
Wealth Architects
California
$481K +$4.99K +13 +1%
SI
1374
Shaker Investments
Ohio
$481K +$29.2K +76 +7%
AAS
1375
Annex Advisory Services
Wisconsin
$479K +$144K +376 +45%
53 54
55
56 57