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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
501
Dowling & Yahnke
California
$678K +$294K +1,300 +79%
OWD
502
Osborn Williams & Donohoe
Ohio
$677K +$84.5K +373 +15%
CCB
503
Cutter & Co Brokerage
Missouri
$668K +$20.8K +92 +3%
CMO
504
Covenant Multifamily Offices
Texas
$666K – – –
MHS
505
M Holdings Securities
Oregon
$662K +$21.7K +96 +3%
MAS
506
Madden Advisory Services
Florida
$662K +$58K +256 +10%
FA
507
FCG Advisors
New Jersey
$661K -$44.6K -197 -6%
AIIMS
508
Analyst IMS Investment Management Services
Israel
$660K – – –
PA
509
Pinnacle Associates
New York
$660K +$74.5K +329 +13%
VCAM
510
Van Cleef Asset Management
Ohio
$658K – – –
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$657K +$228K +1,005 +55%
RWA
512
RGT Wealth Advisors
Texas
$655K – – –
AWM
513
Altavista Wealth Management
North Carolina
$655K +$54.4K +240 +9%
CIC
514
Cornercap Investment Counsel
Georgia
$654K – – –
MMPW
515
Mitchell McLeod Pugh & Williams
Alabama
$637K -$3.4K -15 -0.5%
LIA
516
LBMC Investment Advisors
Tennessee
$631K +$3.17K +14 +0.5%
SBSB
517
Sullivan, Bruyette, Speros & Blaney
Virginia
$626K -$98.3K -434 -14%
DSC
518
Duncker Streett & Co
Missouri
$624K +$10.9K +48 +2%
TI
519
Truepoint Inc
Ohio
$603K +$2.04K +9 +0.3%
BCP
520
Berkeley Capital Partners
Georgia
$599K +$453 +2 +0.1%
MM
521
Meridian Management
Arkansas
$595K +$30.6K +135 +6%
KA
522
Klingman & Associates
New York
$581K +$571K +2,519 New
CLOS
523
Compagnie Lombard Odier SCmA
Switzerland
$577K – – –
TNB
524
Thomasville National Bank
Georgia
$576K – – –
GWM
525
Geneos Wealth Management
Colorado
$573K -$12.9K -57 -2%
19 20
21
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