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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1801
Harmony Asset Management
Arizona
$1.33M +$81.3K +160 +7%
HWA
1802
HCR Wealth Advisors
California
$1.33M +$305K +601 +31%
PAM
1803
PVG Asset Management
Colorado
$1.33M -$402K -791 -24%
NFG
1804
Northeast Financial Group
Pennsylvania
$1.32M -$591K -1,163 -32%
WCP
1805
Wick Capital Partners
Pennsylvania
$1.31M +$6.1K +12 +0.5%
MS
1806
Madden Securities
Texas
$1.3M – – –
ST
1807
Sabal Trust
Florida
$1.3M – – –
SAMT
1808
Select Asset Management & Trust
Pennsylvania
$1.3M +$51.8K +102 +4%
CG
1809
Corundum Group
Colorado
$1.3M -$1.16M -2,274 -48%
CWA
1810
Clarity Wealth Advisors
California
$1.3M +$53.4K +105 +4%
BHIA
1811
Birch Hill Investment Advisors
Massachusetts
$1.29M – – –
EA
1812
Evolution Advisers
Virginia
$1.29M – – –
FMTC
1813
Farmers & Merchants Trust Company
California
$1.29M -$12.2K -24 -1%
GP
1814
Greenline Partners
New York
$1.29M -$2.11M -4,146 -63%
FWM
1815
Fairhaven Wealth Management
Illinois
$1.29M -$2.54K -5 -0.2%
RC
1816
Rovin Capital
Arizona
$1.28M +$11.2K +22 +0.9%
PWP
1817
Private Wealth Partners
California
$1.28M +$20.3K +40 +2%
CPRC
1818
Consolidated Portfolio Review Corp
New York
$1.28M +$131K +257 +12%
GSIAS
1819
Garden State Investment Advisory Services
New Jersey
$1.28M -$11.2K -22 -0.9%
BIA
1820
Benchmark Investment Advisors
Illinois
$1.28M +$4.58K +9 +0.4%
TWM
1821
Tolleson Wealth Management
Texas
$1.27M -$50.8K -100 -4%
MHB
1822
Midwest Heritage Bank
Iowa
$1.27M +$2.54K +5 +0.2%
SWM
1823
SFG Wealth Management
Maryland
$1.27M +$55.9K +110 +5%
IWS
1824
Insight Wealth Strategies
California
$1.27M -$63.5K -125 -5%
GWA
1825
Geometric Wealth Advisors
District of Columbia
$1.27M +$48.3K +95 +4%
71 72
73
74 75