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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
1926
Burton Enright Welch
California
$1.99M +$1.69M +2,863 +755%
HAM
1927
Harmony Asset Management
Arizona
$1.98M +$345K +585 +22%
IAS
1928
Investment Advisory Services
Texas
$1.98M -$28.9K -49 -1%
AAIM
1929
Asset Advisors Investment Management
Georgia
$1.98M +$7.07K +12 +0.4%
CNBTD
1930
Citizens National Bank Trust Department
Mississippi
$1.98M -$5.89K -10 -0.3%
ZBNA
1931
Zions Bancorporation, National Association
Utah
$1.98M – – –
VWM
1932
Vigilare Wealth Management
Arizona
$1.96M -$399K -677 -17%
AWMM
1933
Aegis Wealth Management (Maryland)
Maryland
$1.96M -$3.75M -6,357 -66%
PCWA
1934
Pacific Capital Wealth Advisors
California
$1.96M -$125K -212 -6%
TCM
1935
Tradewinds Capital Management
Washington
$1.96M -$220K -374 -10%
MCM
1936
MontVue Capital Management
Virginia
$1.96M – – –
VCP
1937
Verus Capital Partners
Arizona
$1.96M -$154K -262 -8%
GWA
1938
Geometric Wealth Advisors
District of Columbia
$1.96M +$413K +700 +28%
NAG
1939
Northstar Advisory Group
New Jersey
$1.96M -$258K -438 -12%
PCM
1940
Passive Capital Management
Maryland
$1.96M -$268K -455 -12%
NCM
1941
Novare Capital Management
North Carolina
$1.95M -$56K -95 -3%
CWA
1942
Clearview Wealth Advisors
Oregon
$1.95M – – –
PA
1943
Procyon Advisors
Connecticut
$1.95M +$238K +404 +15%
FWM
1944
Fortress Wealth Management
California
$1.94M – – –
EWA
1945
Exit Wealth Advisors
Georgia
$1.93M +$1.86M +3,160 New
MWA
1946
Martel Wealth Advisors
Washington
$1.93M -$327K -554 -15%
PAS
1947
Professional Advisory Services
Florida
$1.93M +$8.84K +15 +0.5%
4A
1948
4Wealth Advisors
Illinois
$1.92M +$681K +1,155 +58%
AEPWM
1949
Atlantic Edge Private Wealth Management
Florida
$1.92M +$424K +720 +30%
AGWCA
1950
Annis Gardner Whiting Capital Advisors
Florida
$1.92M -$160K -272 -8%
76 77
78
79 80