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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
326
Brinker Capital Investments
Pennsylvania
$36M +$3.21M +8,332 +10%
OPS
327
Orion Portfolio Solutions
Nebraska
$36M +$3.21M +8,332 +10%
PCM
328
Prelude Capital Management
New York
$35.9M -$62.2M -161,350 -65%
HP
329
Hound Partners
New York
$35.9M +$34M +88,258 New
DK
330
David Kennon
Florida
$35.9M +$1.15M +2,986 +4%
GIA
331
Gladstone Institutional Advisory
Florida
$35.9M +$6.1M +15,804 +22%
IWC
332
Integrated Wealth Concepts
Massachusetts
$35.4M +$8.28M +21,464 +33%
CPW
333
Crestmont Private Wealth
Texas
$35.3M +$2.08M +5,389 +7%
NSAM
334
North Star Asset Management
Wisconsin
$34.9M +$1.38M +3,586 +4%
FT
335
Fiduciary Trust
Massachusetts
$34.9M -$398K -1,032 -1%
SC
336
Scotia Capital
Ontario, Canada
$34.3M +$1.78M +4,611 +6%
FFH
337
Fairfax Financial Holdings
Ontario, Canada
$34.2M +$31.9M +82,600 +5,900%
FWIA
338
Fort Washington Investment Advisors
Ohio
$34M -$75.6K -196 -0.2%
MFIMFI
339
Mesirow Financial Investment Management - Fixed Income
Illinois
$33.9M -$3.04M -7,873 -9%
UOC
340
University of Chicago
Illinois
$33.9M -$2.92M -7,577 -8%
FCI
341
Financial Counselors Inc
Kansas
$33.8M -$2.31M -5,992 -7%
OHIS
342
Oak Harvest Investment Services
Texas
$33.6M -$5.54M -14,366 -15%
CG
343
CFO4Life Group
Texas
$33.4M -$1.08M -2,802 -3%
FTS
344
Fifth Third Securities
Ohio
$33.2M +$3.13M +8,110 +11%
T
345
TCWP
Ohio
$33.2M -$2.05M -5,310 -6%
TF
346
Trek Financial
Arizona
$33M +$9.11M +23,613 +41%
SCP
347
Syntal Capital Partners
Texas
$32.9M -$31.2M -80,990 -100%
IRAG
348
Investment Research & Advisory Group
Georgia
$32.5M -$964K -2,499 -3%
HTI
349
Hikari Tsushin Inc
Japan
$32.4M – – –
RFC
350
Regions Financial Corp
Alabama
$32.4M +$242K +626 +0.8%
12 13
14
15 16