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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1701
Bell Investment Advisors
California
$2.25M -$4.33K -8 -0.2%
SLC
1702
Second Line Capital
Louisiana
$2.25M -$48.7K -90 -2%
STB
1703
S&T Bank
Pennsylvania
$2.24M -$12.4M -22,948 -85%
NFP
1704
Narus Financial Partners
Utah
$2.24M – – –
WA
1705
Wealth Architects
California
$2.24M +$334K +616 +17%
CIG
1706
CHB Investment Group
Pennsylvania
$2.24M -$195K -360 -8%
FFWA
1707
Forthright Family Wealth Advisory
Texas
$2.24M -$373K -688 -14%
AWP
1708
Ascent Wealth Partners
New York
$2.24M -$92.6K -171 -4%
RS
1709
Rakuten Securities
Japan
$2.24M +$612K +1,130 +37%
BMM
1710
Buffington Mohr McNeal
Idaho
$2.23M +$2.71K +5 +0.1%
OCM
1711
Osterweis Capital Management
California
$2.23M – – –
WMR
1712
Wealth Management Resources
Rhode Island
$2.22M +$185K +341 +9%
FSWA
1713
Financial Synergies Wealth Advisors
Texas
$2.22M +$6.5K +12 +0.3%
OBWG
1714
Onyx Bridge Wealth Group
New York
$2.22M -$357K -660 -14%
GSWM
1715
Golden State Wealth Management
California
$2.21M +$2.22M +4,105 New
ETC
1716
Exchange Traded Concepts
Oklahoma
$2.21M +$1.85M +3,420 +501%
RBC
1717
Roble Belko & Company
Pennsylvania
$2.2M -$213K -393 -9%
EF
1718
Empowered Funds
Pennsylvania
$2.2M -$31.4K -58 -1%
WA
1719
WP Advisors
California
$2.2M +$267K +493 +14%
DCM
1720
Donaldson Capital Management
Indiana
$2.19M +$366K +675 +20%
WAM
1721
Wakefield Asset Management
Colorado
$2.18M -$50.9K -94 -2%
PCM
1722
Princeton Capital Management
New Jersey
$2.18M +$609K +1,125 +38%
GHA
1723
GW Henssler & Associates
Georgia
$2.17M – – –
JC
1724
JB Capital
Connecticut
$2.17M -$4.33K -8 -0.2%
FIM
1725
Freedom Investment Management
Connecticut
$2.16M -$27.6K -51 -1%
67 68
69
70 71