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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
351
Thompson Siegel & Walmsley
Virginia
$4.9M +$2.12M +8,564 +67%
LWAC
352
Laurel Wealth Advisors (California)
California
$4.81M +$2.18M +8,800 +72%
HK
353
Horizon Kinetics
New York
$4.79M +$1.29M +5,200 +33%
VWA
354
V Wealth Advisors
Kansas
$4.78M +$4.29M +17,318 +647%
LSAG
355
Lake Street Advisors Group
New Hampshire
$4.77M -$68.9K -278 -1%
AFS
356
Access Financial Services
Minnesota
$4.74M +$5.11M +20,613 New
SGCA
357
Steel Grove Capital Advisors
Tennessee
$4.74M -$2.37M -9,575 -32%
PWPCM
358
Perella Weinberg Partners Capital Management
New York
$4.73M +$5.1M +20,574 New
FWM
359
Frontier Wealth Management
Missouri
$4.66M +$5.02M +20,267 New
FFA
360
First Foundation Advisors
California
$4.65M – – –
CBB
361
Citizens Business Bank
California
$4.62M +$632K +2,552 +15%
HTI
362
Hikari Tsushin Inc
Japan
$4.55M +$1.89M +7,645 +63%
JG
363
Jefferies Group
New York
$4.49M +$1.63M +6,575 +51%
C
364
Clearshares
New York
$4.47M – – –
BCA
365
Biltmore Capital Advisors
New Jersey
$4.47M +$4.78M +19,294 New
ZF
366
Zhang Financial
Michigan
$4.46M +$106K +429 +2%
GG
367
Gofen & Glossberg
Illinois
$4.42M +$41.9K +169 +0.9%
FPCP
368
Fort Point Capital Partners
California
$4.42M -$817K -3,297 -15%
AIA
369
Alera Investment Advisors
Illinois
$4.41M +$4.76M +19,206 New
DDC
370
DF Dent & Co
Maryland
$4.39M – – –
EWA
371
Evolution Wealth Advisors
Florida
$4.38M +$4.72M +19,040 New
CCM
372
Chilton Capital Management
Texas
$4.36M +$4.24M +17,126 +930%
HA
373
Harfst & Associates
Wyoming
$4.36M -$11.4K -46 -0.2%
FUBT
374
First United Bank & Trust
Maryland
$4.33M +$141K +570 +3%
SMFG
375
Sumitomo Mitsui Financial Group
Japan
$4.33M +$4.71M +19,000 New
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