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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
251
Leavell Investment Management
Alabama
$6.18M +$56.6K +250 +0.9%
VST
252
Van Strum & Towne
California
$6.17M +$52.1K +230 +0.9%
HA
253
Harfst & Associates
Wyoming
$6.13M -$349K -1,542 -5%
NG
254
NatWest Group
United Kingdom
$6.11M +$1.93M +8,529 +47%
SFM
255
Signature Financial Management
Virginia
$6.03M -$3.52M -15,546 -37%
FPS
256
Fieldpoint Private Securities
Connecticut
$6.02M -$2.18M -9,604 -27%
WA
257
Waverly Advisors
Alabama
$5.97M +$2.69M +11,865 +85%
NA
258
NewEdge Advisors
Louisiana
$5.88M +$1.98M +8,755 +53%
ATC
259
Argent Trust Co
Tennessee
$5.7M -$326K -1,438 -6%
LFA
260
Landmark Financial Advisors
Kentucky
$5.7M +$194K +857 +4%
BPCE
261
Bank Pictet & Cie (Europe)
Germany
$5.44M – – –
PMFA
262
Plante Moran Financial Advisors
Michigan
$5.33M +$735K +3,246 +16%
EA
263
Elm Advisors
California
$5.33M -$197K -870 -4%
DDC
264
DF Dent & Co
Maryland
$5.3M – – –
FANJ
265
Financial Architects (New Jersey)
New Jersey
$5.27M +$25.6K +113 +0.5%
SHCM
266
Stokes & Hubbell Capital Management
Louisiana
$5.21M -$55K -243 -1%
B
267
Bridgeworth
Alabama
$5.17M -$18.9M -83,514 -79%
CFMC
268
Curbstone Financial Management Corp
New Hampshire
$5.15M +$2.58M +11,400 +105%
FAAS
269
First Allied Advisory Services
California
$5.1M +$435K +1,920 +10%
AI
270
Ariel Investments
Illinois
$4.91M – – –
SF
271
Synovus Financial
Georgia
$4.87M -$241K -1,065 -5%
BRWA
272
B. Riley Wealth Advisors
Florida
$4.83M +$384K +1,694 +9%
ZF
273
Zhang Financial
Michigan
$4.81M -$406K -1,792 -8%
BC
274
Burney Company
Virginia
$4.8M -$18.6K -82 -0.4%
NSIM
275
North Star Investment Management
Illinois
$4.73M +$252K +1,114 +6%
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