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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCA
1426
Zeke Capital Advisors
Pennsylvania
$760K – – –
BHIA
1427
Birch Hill Investment Advisors
Massachusetts
$758K – – –
CC
1428
Cannell & Co
New York
$752K +$16.4K +45 +2%
WIM
1429
WealthPlan Investment Management
Nebraska
$750K +$758K +2,075 New
BWP
1430
Bernardo Wealth Planning
Pennsylvania
$748K – – –
IFA
1431
Index Fund Advisors
California
$747K +$1.83K +5 +0.2%
NWM
1432
NEIRG Wealth Management
Massachusetts
$743K -$160K -438 -16%
ACM
1433
Advisors Capital Management
New Jersey
$740K -$466K -1,275 -39%
NWMG
1434
National Wealth Management Group
Ohio
$738K +$821K +2,249 New
PWA
1435
Peterson Wealth Advisors
Utah
$737K -$65.7K -180 -7%
GAM
1436
Griffin Asset Management
New York
$732K -$440K -1,205 -35%
CWG
1437
Crown Wealth Group
North Carolina
$731K +$16.4K +45 +2%
CNBTD
1438
Citizens National Bank Trust Department
Mississippi
$730K – – –
MCM
1439
MV Capital Management
Maryland
$729K – – –
CIAS
1440
Capital Investment Advisory Services
North Carolina
$727K +$270K +739 +50%
OCM
1441
Osterweis Capital Management
California
$720K – – –
WAM
1442
Weinberger Asset Management
California
$719K +$4.02K +11 +0.5%
PWA
1443
Providence Wealth Advisors
Illinois
$719K -$41.3K -113 -5%
WA
1444
WP Advisors
California
$718K +$84K +230 +12%
PGIM
1445
Pacific Global Investment Management
California
$717K – – –
BIA
1446
Bigelow Investment Advisors
Maine
$715K +$12.4K +34 +2%
FPCG
1447
Forum Private Client Group
Indiana
$711K -$26.3K -72 -3%
LWMG
1448
Levy Wealth Management Group
Pennsylvania
$711K +$43.8K +120 +6%
PWAG
1449
Polaris Wealth Advisory Group
California
$710K +$784K +2,146 New
STCOSD
1450
Sageworth Trust Company of South Dakota
South Dakota
$709K -$1.83M -5,021 -70%
56 57
58
59 60