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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
601
Parkside Advisors
California
$11.8M -$489K -1,195 -4%
BTIM
602
BancFirst Trust & Investment Management
Oklahoma
$11.8M +$11.7M +28,660 +2,289%
SLT
603
St Louis Trust
Missouri
$11.7M +$1.17M +2,858 +11%
VST
604
Van Strum & Towne
California
$11.7M -$143K -350 -1%
AAS
605
Ameritas Advisory Services
Nebraska
$11.7M +$5.88M +14,374 +94%
WWC
606
Waypoint Wealth Counsel
Georgia
$11.7M +$219K +536 +2%
DDC
607
DF Dent & Co
Maryland
$11.6M +$5.96M +14,581 +97%
RIA
608
Regal Investment Advisors
Michigan
$11.6M -$532K -1,301 -4%
DC
609
DeDora Capital
California
$11.6M -$75.6K -185 -0.6%
WA
610
Waverly Advisors
Alabama
$11.6M -$592K -1,449 -5%
SCP
611
Syntal Capital Partners
Texas
$11.6M +$12M +29,233 +36,541%
MW
612
Marcum Wealth
Ohio
$11.5M +$487K +1,190 +4%
SVWAG
613
Sound View Wealth Advisors Group
Georgia
$11.5M +$1.1M +2,697 +10%
LPAM
614
Lodestar Private Asset Management
California
$11.4M -$30.7K -75 -0.3%
EPA
615
Element Pointe Advisors
Florida
$11.4M -$488K -1,194 -4%
LIA
616
LBMC Investment Advisors
Tennessee
$11.3M +$177K +432 +1%
MOS
617
MGO One Seven
Ohio
$11.3M +$4.43M +10,845 +60%
AC
618
Avory & Company
Florida
$11.3M – – –
BBHC
619
Brown Brothers Harriman & Co
New York
$11.3M +$398K +974 +4%
AAMC
620
Asset Allocation & Management Company
Illinois
$11.2M +$143K +350 +1%
EPM
621
Elm Partners Management
Pennsylvania
$11.2M – – –
MA
622
Montag & Associates
Georgia
$11.2M +$442K +1,080 +4%
BFAG
623
Blackston Financial Advisory Group
Florida
$11.2M +$982K +2,402 +9%
MLIC
624
Mandatum Life Insurance Company
Finland
$11.2M +$38K +93 +0.3%
CFMC
625
Curbstone Financial Management Corp
New Hampshire
$11.1M +$143K +350 +1%
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