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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1401
SFG Wealth Management
Maryland
$1.11M -$1.26M -3,425 -54%
PI
1402
Pachira Investments
California
$1.11M +$38.1K +104 +4%
HPIA
1403
Hamilton Point Investment Advisors
North Carolina
$1.11M +$1.08M +2,940 New
AMM
1404
American Money Management
California
$1.1M -$23.5K -64 -2%
GAM
1405
GEM Asset Management
Michigan
$1.09M -$8.8K -24 -0.8%
SCA
1406
Stokes Capital Advisors
South Carolina
$1.09M – – –
JC
1407
JB Capital
Connecticut
$1.09M -$5.13K -14 -0.5%
ST
1408
Spinnaker Trust
Maine
$1.09M +$17.6K +48 +2%
KPWG
1409
KFA Private Wealth Group
Virginia
$1.09M -$367 -1 -0%
EBT
1410
Enterprise Bank & Trust
Massachusetts
$1.08M +$105K +285 +11%
CB
1411
Community Bank
New York
$1.08M -$34.8K -95 -3%
VCAM
1412
Van Cleef Asset Management
Ohio
$1.08M -$45.8K -125 -4%
WE
1413
Wealth Effects
Massachusetts
$1.07M +$21.6K +59 +2%
HCM
1414
HMS Capital Management
Tennessee
$1.07M +$16.1K +44 +2%
BPC
1415
Banque Pictet & Cie
Switzerland
$1.07M -$6.81M -18,575 -87%
VF
1416
VitalStone Financial
Texas
$1.07M -$671K -1,829 -43%
FB
1417
First Bancorp
Maine
$1.06M – – –
SC
1418
Sawyer & Company
Massachusetts
$1.05M +$91.7K +250 +10%
RMAM
1419
Raab & Moskowitz Asset Management
New Jersey
$1.05M -$37.8K -103 -4%
BFA
1420
Beacon Financial Advisory
Ohio
$1.05M -$372K -1,015 -27%
BWCS
1421
Beirne Wealth Consulting Services
Connecticut
$1.05M +$1.02M +2,791 New
BAMG
1422
Brand Asset Management Group
Missouri
$1.04M -$99.8K -272 -9%
HWA
1423
HHM Wealth Advisors
Tennessee
$1.04M +$283K +772 +39%
HGERS
1424
Householder Group Estate & Retirement Specialist
Arizona
$1.04M +$1.02M +2,773 New
WMG
1425
WESCAP Management Group
California
$1.04M -$84.7K -231 -8%
55 56
57
58 59