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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Capital Advantage
California
$700K -$119K -525 -15%
UBV
502
United Bank (Virginia)
Virginia
$693K +$680K +3,002 New
DY
503
Dowling & Yahnke
California
$678K +$294K +1,300 +79%
OWD
504
Osborn Williams & Donohoe
Ohio
$677K +$84.5K +373 +15%
CCB
505
Cutter & Co Brokerage
Missouri
$668K +$20.8K +92 +3%
CMO
506
Covenant Multifamily Offices
Texas
$666K – – –
MHS
507
M Holdings Securities
Oregon
$662K +$21.7K +96 +3%
MAS
508
Madden Advisory Services
Florida
$662K +$58K +256 +10%
FA
509
FCG Advisors
New Jersey
$661K -$44.6K -197 -6%
AIIMS
510
Analyst IMS Investment Management Services
Israel
$660K – – –
PA
511
Pinnacle Associates
New York
$660K +$74.5K +329 +13%
VCAM
512
Van Cleef Asset Management
Ohio
$658K – – –
SBIA
513
Sheaff Brock Investment Advisors
Indiana
$657K +$228K +1,005 +55%
RWA
514
RGT Wealth Advisors
Texas
$655K – – –
AWM
515
Altavista Wealth Management
North Carolina
$655K +$54.4K +240 +9%
CIC
516
Cornercap Investment Counsel
Georgia
$654K – – –
MMPW
517
Mitchell McLeod Pugh & Williams
Alabama
$637K -$3.4K -15 -0.5%
LIA
518
LBMC Investment Advisors
Tennessee
$631K +$3.17K +14 +0.5%
SBSB
519
Sullivan, Bruyette, Speros & Blaney
Virginia
$626K -$98.3K -434 -14%
DSC
520
Duncker Streett & Co
Missouri
$624K +$10.9K +48 +2%
TI
521
Truepoint Inc
Ohio
$603K +$2.04K +9 +0.3%
BCP
522
Berkeley Capital Partners
Georgia
$599K +$453 +2 +0.1%
MM
523
Meridian Management
Arkansas
$595K +$30.6K +135 +6%
KA
524
Klingman & Associates
New York
$581K +$571K +2,519 New
CLOS
525
Compagnie Lombard Odier SCmA
Switzerland
$577K – – –
19 20
21
22 23