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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
501
Clifford Group
Massachusetts
$26M -$608K -1,263 -2%
SWA
502
SOA Wealth Advisors
New York
$25.9M -$179K -372 -0.7%
PWM
503
Prosperity Wealth Management
California
$25.8M -$4.9M -10,179 -16%
MMPW
504
Mitchell McLeod Pugh & Williams
Alabama
$25.6M +$1.71M +3,549 +7%
SAA
505
Southeast Asset Advisors
Georgia
$25.6M -$11.5K -24 -0%
CAG
506
Crestwood Advisors Group
Massachusetts
$25.6M -$3.28M -6,826 -12%
OP
507
ORG Partners
Indiana
$25.6M +$24.5M +50,987 New
SAG
508
SageView Advisory Group
California
$25.3M +$8.93M +18,550 +58%
OPW
509
Oxler Private Wealth
New York
$25.3M +$234K +486 +1%
CFB
510
Cullen/Frost Bankers
Texas
$25.2M +$1.37M +2,844 +6%
MPW
511
MGO Private Wealth
California
$25.2M -$1.18M -2,448 -5%
PCMC
512
Private Capital Management (Colorado)
Colorado
$25M -$783K -1,628 -3%
SF
513
Summit Financial
New Jersey
$24.9M +$4.54M +9,432 +23%
WJWM
514
Williams Jones Wealth Management
New York
$24.9M -$1.03M -2,150 -4%
P
515
&Partners
Tennessee
$24.9M +$22.5M +46,757 +1,594%
DDSF
516
Diana Davis Spencer Foundation
Maryland
$24.8M +$23.9M +49,675 New
TW
517
Traveka Wealth
California
$24.8M -$7.12M -14,796 -23%
CA
518
Claro Advisors
Massachusetts
$24.6M +$4.2M +8,732 +22%
SCA
519
Sandy Cove Advisors
Massachusetts
$24.4M +$830K +1,724 +4%
FHB
520
First Hawaiian Bank
Hawaii
$24.4M -$530K -1,102 -2%
MCM
521
Manchester Capital Management
Vermont
$24.4M -$61.1K -127 -0.3%
TI
522
Tidal Investments
Wisconsin
$24.3M -$3.1M -6,445 -12%
FNBOO
523
First National Bank of Omaha
Nebraska
$24.3M +$1.4M +2,914 +6%
PCM
524
Parsons Capital Management
Rhode Island
$24.2M +$665K +1,381 +3%
CFSG
525
Clark Financial Services Group
Missouri
$24.1M +$181K +376 +0.8%
19 20
21
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