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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
351
Davenport & Co
Virginia
$281K +$85.5K +460 +40%
AIM
352
Allen Investment Management
New York
$281K – – –
GWM
353
Greenwich Wealth Management
Connecticut
$276K -$40.5K -218 -12%
FC
354
FCA Corp
Texas
$270K +$286K +1,539 New
CPO
355
Cerity Partners OCIO
New York
$269K +$29K +156 +11%
GWM
356
Gupta Wealth Management
California
$267K +$236K +1,271 +517%
AIIMS
357
Analyst IMS Investment Management Services
Israel
$262K – – –
EWM
358
Elite Wealth Management
Washington
$261K – – –
VCAM
359
Van Cleef Asset Management
Ohio
$259K – – –
1SB
360
1ST Source Bank
Indiana
$258K – – –
FHA
361
First Horizon Advisors
Tennessee
$257K +$40.9K +220 +18%
WB
362
WesBanco Bank
West Virginia
$255K +$25.3K +136 +10%
SCA
363
Stonebridge Capital Advisors
Minnesota
$255K +$270K +1,450 New
FWSM
364
First Wilshire Securities Management
California
$253K – – –
WA
365
WFG Advisors
Texas
$251K +$16.2K +87 +6%
CCM
366
Catawba Capital Management
Virginia
$246K – – –
DAC
367
Dividend Assets Capital
South Carolina
$246K – – –
RTS
368
Round Table Services
New Jersey
$240K -$14.9K -80 -6%
PPCM
369
Pillar Pacific Capital Management
California
$237K – – –
SWA
370
SFMG Wealth Advisors
Texas
$234K +$12.3K +66 +5%
WCM
371
Windham Capital Management
Massachusetts
$231K +$244K +1,312 New
JGUA
372
John G. Ullman & Associates
New York
$222K +$22.3K +120 +11%
NGA
373
Naples Global Advisors
Florida
$220K -$112K -600 -32%
CC
374
Capital Counsel
New York
$218K +$7.44K +40 +3%
AHS
375
Aspiriant Holdings S3
California
$216K +$744 +4 +0.3%
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