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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
226
World Investment Advisors
California
$168M +$15M +24,142 +10%
GG
227
Greenwood Gearhart
Arkansas
$166M -$4.13M -6,649 -2%
DADC
228
D.A. Davidson & Co
Montana
$166M +$4.67M +7,513 +3%
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164M -$493K -793 -0.3%
OCG
230
Opus Capital Group
Ohio
$162M -$3.21M -5,165 -2%
AIM
231
Allen Investment Management
New York
$162M +$456K +733 +0.3%
CL
232
Choreo LLC
Illinois
$162M +$20.7M +33,232 +15%
SC
233
Savant Capital
Illinois
$161M +$19.4M +31,238 +14%
VWM
234
Venturi Wealth Management
Texas
$161M +$4.26M +6,848 +3%
LFS
235
Lutz Financial Services
Nebraska
$159M +$4.11M +6,616 +3%
BW
236
BIP Wealth
Georgia
$158M +$60.2M +96,904 +63%
GWSA
237
Global Wealth Strategies & Associates
Colorado
$156M +$2.79M +4,494 +2%
USAA
238
United Services Automobile Association
Texas
$155M +$33.5M +53,920 +28%
BWL
239
Bogart Wealth LLC
Virginia
$155M -$100K -161 -0.1%
BS
240
Banco Santander
Spain
$154M +$15.7M +25,205 +11%
PCM
241
Permanent Capital Management
Illinois
$154M +$1.35M +2,176 +0.9%
SGF
242
Stephens Greth Foundation
Texas
$154M +$153M +245,401 New
BFG
243
Bouchey Financial Group
New York
$152M +$145M +234,063 +2,668%
SFBLI
244
Southern Farm Bureau Life Insurance
Mississippi
$152M +$27.1M +43,665 +22%
SAM
245
Securian Asset Management
Minnesota
$151M +$113M +181,625 +305%
HCC
246
Hirtle Callaghan & Co
Pennsylvania
$149M -$6.11M -9,833 -4%
NAM
247
Nissay Asset Management
Japan
$148M – – –
FWTB
248
First Western Trust Bank
Colorado
$148M -$6.39M -10,275 -4%
FMWA
249
Forvis Mazars Wealth Advisors
Missouri
$148M -$3.31M -5,325 -2%
WWM
250
Wiser Wealth Management
Georgia
$146M +$783K +1,260 +0.5%
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