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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
1851
Pacific Capital Wealth Advisors
California
$1.74M +$1.54M +2,852 +751%
HFS
1852
Heritage Financial Services
Massachusetts
$1.74M +$127K +234 +8%
ZB
1853
Zions Bancorporation
Utah
$1.74M +$276K +510 +19%
NP
1854
Nilsine Partners
Colorado
$1.74M +$234K +432 +15%
CFG
1855
Cornerstone Financial Group
Nebraska
$1.74M +$1.75M +3,223 New
AA
1856
Alesco Advisors
New York
$1.74M +$5.96K +11 +0.3%
BW
1857
BXM Wealth
Colorado
$1.73M +$1.74M +3,218 New
FCM
1858
Fortis Capital Management
Washington
$1.73M -$115K -212 -6%
RWIA
1859
Roger Wittlin Investment Advisory
California
$1.72M +$81.2K +150 +5%
MYIA
1860
Mount Yale Investment Advisors
Colorado
$1.72M +$1.18M +2,177 +216%
CCWM
1861
Cassaday & Co Wealth Management
Virginia
$1.72M +$444K +820 +35%
HFW
1862
Horizon Family Wealth
Illinois
$1.71M -$392K -724 -19%
FWM
1863
Fortress Wealth Management
California
$1.71M – – –
FWP
1864
Falcon Wealth Planning
California
$1.71M +$564K +1,041 +49%
BSTWA
1865
Blake Schutter Theil Wealth Advisors
Ohio
$1.7M +$22.7K +42 +1%
PWM
1866
PBMares Wealth Management
Virginia
$1.7M +$24.9K +46 +1%
HCM
1867
HMS Capital Management
Tennessee
$1.7M – – –
NYLIM
1868
New York Life Investment Management
New York
$1.7M -$314K -579 -16%
TC
1869
TFR Capital
Texas
$1.7M +$1.71M +3,150 New
MIC
1870
Meridian Investment Counsel
California
$1.69M +$408K +753 +31%
WAM
1871
Weinberger Asset Management
California
$1.69M +$10.3K +19 +0.6%
KCPG
1872
Kavar Capital Partners Group
Kansas
$1.69M -$2.17K -4 -0.1%
MAS
1873
Meeder Advisory Services
Ohio
$1.68M +$537K +991 +46%
ACM
1874
Absolute Capital Management
Pennsylvania
$1.68M +$1.54M +2,835 New
LWA
1875
LifeGoal Wealth Advisors
New York
$1.68M +$1.69M +3,122 New
73 74
75
76 77