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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1551
SCS Capital Management
Massachusetts
$669K – – –
GI
1552
Gradient Investments
Minnesota
$669K +$453K +1,106 +219%
GIA
1553
GHP Investment Advisors
Colorado
$666K +$657K +1,605 New
RGC
1554
Roberts, Glore & Co
Illinois
$662K +$66.3K +162 +11%
FC
1555
Financial Consulate
Maryland
$660K +$79K +193 +14%
FC
1556
Ferris Capital
Massachusetts
$659K +$8.19K +20 +1%
CBFP
1557
Cedar Brook Financial Partners
Ohio
$658K -$7.37K -18 -1%
RCWMU
1558
Rothschild & Co Wealth Management (UK)
United Kingdom
$654K – – –
RPSA
1559
Richard P. Slaughter Associates
Texas
$651K -$819 -2 -0.1%
OPWM
1560
Oakwell Private Wealth Management
Texas
$650K -$6.14K -15 -0.9%
W
1561
Wealthsimple
Ontario, Canada
$649K +$640K +1,563 New
AA
1562
Apriem Advisors
California
$647K -$2.05K -5 -0.3%
HR
1563
Howe & Rusling
New York
$647K +$548K +1,338 +608%
JWBC
1564
J.W. Burns & Co
New York
$642K +$819 +2 +0.1%
APWA
1565
Atlas Private Wealth Advisors
New Jersey
$638K -$13.1K -32 -2%
SSB
1566
Sandy Spring Bank
Maryland
$637K +$248K +605 +65%
FWSM
1567
First Wilshire Securities Management
California
$636K – – –
IF
1568
Intrua Financial
Texas
$633K -$46.7K -114 -7%
RDWM
1569
Red Door Wealth Management
Tennessee
$633K +$17.6K +43 +3%
YWP
1570
YorkBridge Wealth Partners
New York
$633K +$108K +265 +21%
NEWAS
1571
N.E.W. Advisory Services
Wisconsin
$632K -$89.7K -219 -11%
BHBT
1572
Burke & Herbert Bank & Trust
Virginia
$631K -$176K -430 -22%
WOSD
1573
WFA of San Diego
California
$630K -$280K -683 -31%
GCM
1574
Glaxis Capital Management
Florida
$629K +$620K +1,515 New
1SB
1575
1ST Source Bank
Indiana
$627K – – –
61 62
63
64 65