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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
526
Parsons Capital Management
Rhode Island
$27M +$1.42M +2,798 +6%
SAA
527
Southeast Asset Advisors
Georgia
$27M +$16.3K +32 +0.1%
WA
528
Waverly Advisors
Alabama
$27M -$448K -882 -2%
IIA
529
Integral Investment Advisors
California
$26.7M +$2.35M +4,631 +10%
AA
530
Alta Advisers
United Kingdom
$26.7M -$2.07M -4,078 -7%
EFP
531
EnRich Financial Partners
Wisconsin
$26.6M +$1.39M +2,737 +6%
WJWM
532
Williams Jones Wealth Management
New York
$26.6M +$376K +740 +1%
CFB
533
Cullen/Frost Bankers
Texas
$26.6M -$21.9K -43 -0.1%
DDSF
534
Diana Davis Spencer Foundation
Maryland
$26.2M – – –
SCA
535
Sandy Cove Advisors
Massachusetts
$26.2M +$399K +785 +2%
MNBTD
536
Moody National Bank Trust Division
Texas
$26.1M +$12M +23,562 +91%
SLT
537
St Louis Trust
Missouri
$26M +$1.32M +2,605 +6%
AP
538
Americana Partners
Texas
$25.8M +$15.8M +31,096 +174%
VC
539
Vicus Capital
Pennsylvania
$25.8M +$2.95M +5,796 +13%
DW30
540
Drucker Wealth 3.0
New Jersey
$25.7M +$4.85M +9,545 +24%
CFSG
541
Clark Financial Services Group
Missouri
$25.6M +$107K +211 +0.4%
FNBOO
542
First National Bank of Omaha
Nebraska
$25.5M -$48.3K -95 -0.2%
OSAM
543
O'Shaughnessy Asset Management
Connecticut
$25.5M +$3.96M +7,790 +20%
QCM
544
QRG Capital Management
Illinois
$25.5M +$801K +1,575 +3%
DAS
545
Diversify Advisory Services
Utah
$25.4M +$3.53M +6,953 +17%
SWA
546
Stratos Wealth Advisors
Ohio
$25.3M +$1.95M +3,835 +9%
FHB
547
First Hawaiian Bank
Hawaii
$25.2M -$509K -1,001 -2%
FCBT
548
First Citizens Bank & Trust
North Carolina
$25.1M +$220K +432 +0.9%
AC
549
Applied Capital
Arkansas
$25M +$287K +564 +1%
BCM
550
Basso Capital Management
Connecticut
$24.9M +$978K +1,925 +4%
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