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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
451
BlackRock Investment Management
Delaware
$272K -$43.6K -229 -14%
RMAM
452
Raab & Moskowitz Asset Management
New Jersey
$271K +$269K +1,415 New
CPO
453
Cerity Partners OCIO
New York
$270K -$2.48K -13 -0.9%
MGIA
454
Moneta Group Investment Advisors
Missouri
$269K – – –
WCM
455
Windham Capital Management
Massachusetts
$269K +$16.9K +89 +7%
AWE
456
Avidian Wealth Enterprises
Texas
$267K – – –
CMO
457
Covenant Multifamily Offices
Texas
$265K – – –
AL
458
Aspiriant LLC
California
$263K +$265K +1,394 New
NG
459
NatWest Group
United Kingdom
$262K +$259K +1,362 New
PPCM
460
Pillar Pacific Capital Management
California
$259K – – –
GWM
461
Greenwich Wealth Management
Connecticut
$256K -$63.8K -335 -20%
CAM
462
Cidel Asset Management
Ontario, Canada
$251K – – –
OWD
463
Osborn Williams & Donohoe
Ohio
$248K +$11.8K +62 +5%
PCP
464
Proficio Capital Partners
Massachusetts
$247K +$3.24K +17 +1%
NGA
465
Naples Global Advisors
Florida
$243K -$1.9K -10 -0.8%
AUB
466
Atlantic Union Bankshares
Virginia
$239K – – –
FC
467
FCA Corp
Texas
$233K -$57.9K -304 -20%
TCOO
468
Trust Company of Oklahoma
Oklahoma
$231K – – –
CC
469
Capital Counsel
New York
$231K – – –
LWA
470
Lenox Wealth Advisors
New York
$231K – – –
CAM
471
Concorde Asset Management
Michigan
$231K +$228K +1,200 New
WSCM
472
Wellington Shields Capital Management
New York
$227K – – –
MFW
473
Mosaic Family Wealth
Missouri
$226K – – –
SWA
474
SFMG Wealth Advisors
Texas
$225K -$30.3K -159 -12%
DMC
475
Drexel Morgan & Co
Pennsylvania
$225K – – –
17 18
19
20 21