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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFS
351
VSR Financial Services
Kansas
$294K +$6.88K +37 +2%
CFMC
352
Curbstone Financial Management Corp
New Hampshire
$287K +$304K +1,635 New
DC
353
Davenport & Co
Virginia
$281K +$85.5K +460 +40%
AIM
354
Allen Investment Management
New York
$281K – – –
GWM
355
Greenwich Wealth Management
Connecticut
$276K -$40.5K -218 -12%
FC
356
FCA Corp
Texas
$270K +$286K +1,539 New
CPO
357
Cerity Partners OCIO
New York
$269K +$29K +156 +11%
GWM
358
Gupta Wealth Management
California
$267K +$236K +1,271 +517%
AIIMS
359
Analyst IMS Investment Management Services
Israel
$262K – – –
EWM
360
Elite Wealth Management
Washington
$261K – – –
VCAM
361
Van Cleef Asset Management
Ohio
$259K – – –
1SB
362
1ST Source Bank
Indiana
$258K – – –
FHA
363
First Horizon Advisors
Tennessee
$257K +$40.9K +220 +18%
WB
364
WesBanco Bank
West Virginia
$255K +$25.3K +136 +10%
SCA
365
Stonebridge Capital Advisors
Minnesota
$255K +$270K +1,450 New
FWSM
366
First Wilshire Securities Management
California
$253K – – –
WA
367
WFG Advisors
Texas
$251K +$16.2K +87 +6%
CCM
368
Catawba Capital Management
Virginia
$246K – – –
DAC
369
Dividend Assets Capital
South Carolina
$246K – – –
RTS
370
Round Table Services
New Jersey
$240K -$14.9K -80 -6%
PPCM
371
Pillar Pacific Capital Management
California
$237K – – –
SWA
372
SFMG Wealth Advisors
Texas
$234K +$12.3K +66 +5%
WCM
373
Windham Capital Management
Massachusetts
$231K +$244K +1,312 New
JGUA
374
John G. Ullman & Associates
New York
$222K +$22.3K +120 +11%
NGA
375
Naples Global Advisors
Florida
$220K -$112K -600 -32%
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