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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1401
Triumph Capital Management
Colorado
$969K -$407K -995 -30%
SF
1402
Symphony Financial
Texas
$965K +$3.14M +7,660 New
CSI
1403
Cross Staff Investments
New York
$963K +$265K +648 +39%
ZCA
1404
Zeke Capital Advisors
Pennsylvania
$961K – – –
GKWIM
1405
Gerber Kawasaki Wealth & Investment Management
California
$961K +$243K +593 +34%
SAS
1406
SMI Advisory Services
Indiana
$960K -$30.3K -74 -3%
ACM
1407
Advisors Capital Management
New Jersey
$957K -$52K -127 -5%
PWP
1408
Perfromance Wealth Partners
Illinois
$957K -$4.09K -10 -0.4%
IC
1409
Intersect Capital
California
$956K -$102K -248 -10%
LWMG
1410
Levy Wealth Management Group
Pennsylvania
$955K -$59.4K -145 -6%
HIP
1411
HUB Investment Partners
Texas
$952K +$2.05K +5 +0.2%
BHIA
1412
Birch Hill Investment Advisors
Massachusetts
$951K – – –
CWS
1413
Confluence Wealth Services
Pennsylvania
$948K -$1.07M -2,607 -53%
VCP
1414
Verus Capital Partners
Arizona
$945K +$937K +2,289 New
CTA
1415
Chesley Taft & Associates
Illinois
$944K +$397K +969 +71%
APP
1416
Avantax Planning Partners
Iowa
$932K -$255K -623 -22%
AWC
1417
Adamsbrown Wealth Consultants
Kansas
$932K -$167K -407 -15%
FWM
1418
Frontier Wealth Management
Missouri
$932K +$52K +127 +6%
MCM
1419
MV Capital Management
Maryland
$929K – – –
WE
1420
Wealth Effects
Massachusetts
$926K +$131K +321 +17%
MBT
1421
Montecito Bank & Trust
California
$925K -$409 -1 -0%
PGIM
1422
Pacific Global Investment Management
California
$907K – – –
PWA
1423
Providence Wealth Advisors
Illinois
$904K -$1.64K -4 -0.2%
BFC
1424
Bedel Financial Consulting
Indiana
$902K +$409 +1 +0%
LC
1425
Lavaca Capital
Texas
$897K – – –
55 56
57
58 59