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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Standpoint Asset Management
Arizona
$66.1M -$2.5M -4,000 -3%
CTC
402
Central Trust Company
Missouri
$66M +$8.92M +14,263 +15%
BW
403
BIP Wealth
Georgia
$65.5M -$88.8M -141,952 -56%
FTS
404
Fifth Third Securities
Ohio
$65.2M -$147K -235 -0.2%
AA
405
AJ Advisors
Tennessee
$65.1M +$2.78M +4,446 +4%
GPW
406
Gentry Private Wealth
Kansas
$64.8M +$6.95M +11,108 +11%
TS
407
TradeWell Securities
Indiana
$64.3M +$1.87M +2,983 +3%
RG
408
Rathbones Group
United Kingdom
$64.1M +$3.18M +5,085 +5%
MA
409
Mutual Advisors
Nebraska
$64.1M +$8.02M +12,824 +14%
NEAM
410
New England Asset Management
Connecticut
$64.1M +$7.17M +11,460 +12%
KPWS
411
Kestra Private Wealth Services
Texas
$64M +$2.55M +4,075 +4%
CPW
412
Crestmont Private Wealth
Texas
$63.9M +$5.27M +8,428 +9%
MNBTD
413
Moody National Bank Trust Division
Texas
$63.1M +$1.8M +2,883 +3%
BS
414
Brighton Securities
New York
$62.5M -$912K -1,459 -1%
HIF
415
Hill Island Financial
Michigan
$62.4M +$836K +1,337 +1%
LSA
416
Lansing Street Advisors
Pennsylvania
$62.3M -$4.77M -7,628 -7%
EPM
417
Elm Partners Management
Pennsylvania
$62M -$8.56M -13,682 -11%
P3I
418
Progeny 3 Inc
Washington
$61.7M – – –
IA
419
IFG Advisors
Missouri
$61.7M +$6.38M +10,204 +11%
SIM
420
Summitas Investment Management
Texas
$61.5M +$1.21M +1,928 +2%
LFG
421
Larson Financial Group
Missouri
$61.4M -$8.11M -12,966 -11%
DF
422
Dunhill Financial
United Kingdom
$61.3M -$8.51M -13,613 -11%
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$61.1M -$29.4M -47,030 -31%
MCC
424
Money Concepts Capital
Florida
$61.1M +$2.99M +4,778 +5%
FG
425
Fiduciary Group
Georgia
$60.9M +$3.64M +5,821 +6%
15 16
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