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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1601
Signet Financial Management
New Jersey
$567K – – –
CAM
1602
CenterStar Asset Management
Illinois
$566K – – –
EGA
1603
Eagle Global Advisors
Texas
$566K – – –
WCM
1604
Wealthcare Capital Management
Virginia
$561K -$33.3K -79 -6%
CWA
1605
Clarity Wealth Advisors
California
$561K +$3.38K +8 +0.6%
FA
1606
Financial Advisors
Massachusetts
$561K +$58.3K +138 +12%
CC
1607
Capital Counsel
New York
$560K – – –
WDC
1608
Woodward Diversified Capital
California
$560K +$542K +1,283 New
KAM
1609
Knightsbridge Asset Management
California
$559K +$50.2K +119 +10%
MWM
1610
MorganRosel Wealth Management
Colorado
$558K +$3.38K +8 +0.6%
FCA
1611
FLC Capital Advisors
California
$557K -$100K -238 -16%
WHG
1612
Westwood Holdings Group
Texas
$557K -$12.7K -30 -2%
CCM
1613
Covington Capital Management
California
$555K – – –
AA
1614
Axiom Advisory
California
$555K +$537K +1,271 New
CISOA
1615
Capital Investment Services of America
Wisconsin
$552K -$37.1K -88 -7%
LIA
1616
LS Investment Advisors
Michigan
$551K – – –
YWP
1617
YorkBridge Wealth Partners
New York
$550K +$1.27K +3 +0.2%
JWA
1618
JFS Wealth Advisors
Pennsylvania
$548K +$180K +426 +51%
BTIM
1619
BancFirst Trust & Investment Management
Oklahoma
$547K +$529K +1,252 New
KOCAA
1620
Knights of Columbus Asset Advisors
Connecticut
$546K -$66.3K -157 -11%
BFIC
1621
Bedell Frazier Investment Counselling
California
$546K +$60.8K +144 +13%
CPW
1622
Catalyst Private Wealth
California
$545K +$154K +366 +41%
LAM
1623
LifePro Asset Management
California
$544K +$32.1K +76 +6%
IMOV
1624
Investment Management of Virginia
Virginia
$544K +$526K +1,245 New
SW
1625
SlateStone Wealth
Florida
$541K – – –
63 64
65
66 67