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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
576
Csenge Advisory Group
Florida
$1.8M +$1.79M +6,591 New
CAM
577
Cidel Asset Management
Ontario, Canada
$1.79M +$1.35M +4,956 +309%
AWE
578
Avidian Wealth Enterprises
Texas
$1.78M +$942K +3,469 +113%
EWA
579
Exencial Wealth Advisors
Oklahoma
$1.78M +$1.45M +5,359 +458%
MCG
580
McCollum Christoferson Group
New York
$1.77M -$140K -516 -7%
BA
581
Bristlecone Advisors
Washington
$1.77M – – –
VFA
582
Valeo Financial Advisors
Indiana
$1.76M +$737K +2,717 +72%
WT
583
Whittier Trust
California
$1.76M +$43.4K +160 +3%
JIC
584
Johnson Investment Counsel
Ohio
$1.76M -$138K -507 -7%
MAM
585
Meeder Asset Management
Ohio
$1.75M -$108K -397 -6%
ACM
586
Ategra Capital Management
Virginia
$1.75M +$404K +1,489 +30%
GC
587
Gratus Capital
Georgia
$1.75M -$26.1K -96 -1%
FTI
588
Fiduciary Trust International
Massachusetts
$1.74M – – –
POIA
589
Pin Oak Investment Advisors
Texas
$1.74M – – –
FDCC
590
Foster Dykema Cabot & Co
Massachusetts
$1.71M -$32K -118 -2%
BMA
591
Brooks Moore & Associates
Tennessee
$1.7M +$109K +403 +7%
AMCA
592
Arthur M. Cohen & Associates
Illinois
$1.7M +$81.4K +300 +5%
DCM
593
Disciplina Capital Management
Tennessee
$1.69M -$1.41M -5,200 -46%
TYCC
594
Texas Yale Capital Corp
Florida
$1.69M +$814 +3 +0%
HH
595
Hilltop Holdings
Texas
$1.69M -$54.3K -200 -3%
CCT
596
Capital City Trust
Florida
$1.69M – – –
LFAS
597
Level Four Advisory Services
Texas
$1.68M -$947K -3,489 -36%
MWM
598
Merriman Wealth Management
Washington
$1.68M -$76.5K -282 -4%
SVWAG
599
Sound View Wealth Advisors Group
Georgia
$1.67M +$130K +479 +8%
MWA
600
Martel Wealth Advisors
Washington
$1.66M -$37.5K -138 -2%
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