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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1451
Pachira Investments
California
$998K +$4.95K +14 +0.5%
VFIC
1452
Valley Forge Investment Consultants
Pennsylvania
$995K +$4.95K +14 +0.5%
FB
1453
First Bancorp
Maine
$993K – – –
TAM
1454
Tocqueville Asset Management
New York
$992K +$55.8K +158 +6%
GWM
1455
GSB Wealth Management
Connecticut
$990K -$203K -576 -17%
HCM
1456
HMS Capital Management
Tennessee
$987K -$916K -2,594 -48%
WE
1457
Wealth Effects
Massachusetts
$983K +$107K +303 +12%
MHB
1458
Midwest Heritage Bank
Iowa
$983K -$77.7K -220 -7%
CPIA
1459
Cornell Pochily Investment Advisors
New York
$977K +$353 +1 +0%
RCAG
1460
Rehmann Capital Advisory Group
Michigan
$971K -$26.1K -74 -3%
RWP
1461
RWA Wealth Partners
Massachusetts
$968K -$323K -913 -26%
TA
1462
TKG Advisors
Indiana
$965K +$107K +303 +12%
ZB
1463
Zions Bancorporation
Utah
$958K – – –
IAMOG
1464
Investors Asset Management of Georgia
Georgia
$955K +$32.5K +92 +4%
PSCM
1465
Per Stirling Capital Management
Texas
$953K +$959K +2,714 New
GIA
1466
Guyasuta Investment Advisors
Pennsylvania
$951K +$353 +1 +0%
TWM
1467
Tolleson Wealth Management
Texas
$951K – – –
PD
1468
Planning Directions
Pennsylvania
$935K +$8.48K +24 +0.9%
MCWS
1469
McKinley Carter Wealth Services
West Virginia
$927K +$469K +1,327 +101%
MBT
1470
Montecito Bank & Trust
California
$924K +$54.4K +154 +6%
CWM
1471
Cedar Wealth Management
California
$922K +$37.4K +106 +4%
SFP
1472
Strategic Financial Partners
Oregon
$915K +$3.53K +10 +0.4%
BHIA
1473
Birch Hill Investment Advisors
Massachusetts
$913K +$102K +290 +13%
EBT
1474
Enterprise Bank & Trust
Massachusetts
$911K – – –
QCM
1475
Quantinno Capital Management
New York
$911K -$1.06M -3,000 -54%
57 58
59
60 61