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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
626
R.M. Davis Inc
Maine
$477K – – –
HC
627
Hamilton Capital
Ohio
$473K +$461K +1,927 New
CB
628
Cadence Bank
Mississippi
$469K +$457K +1,912 New
ACP
629
Aveo Capital Partners
Colorado
$468K +$150K +627 +49%
1SB
630
1ST Source Bank
Indiana
$466K – – –
GG
631
GenWealth Group
New Jersey
$466K – – –
CHP
632
Cable Hill Partners
Oregon
$458K -$624K -2,610 -59%
CA
633
Cornerstone Advisory
Maryland
$458K -$65K -272 -13%
FWSM
634
First Wilshire Securities Management
California
$450K -$48.3K -202 -10%
TIM
635
Tortoise Investment Management
New York
$445K +$10.8K +45 +3%
APP
636
Avantax Planning Partners
Iowa
$443K -$881K -3,687 -67%
ACM
637
Azimuth Capital Management
Michigan
$443K +$76.5K +320 +22%
S
638
SignatureFD
Georgia
$442K +$207K +868 +93%
CCM
639
Catawba Capital Management
Virginia
$440K -$37K -155 -8%
TFS
640
TrustCore Financial Services
Tennessee
$438K +$427K +1,787 New
MMA
641
Miracle Mile Advisors
California
$436K – – –
BBA
642
BLB&B Advisors
Pennsylvania
$434K – – –
DBRC
643
D.B. Root & Company
Pennsylvania
$433K +$422K +1,765 New
FLII
644
First Long Island Investors
New York
$423K – – –
SWA
645
SFMG Wealth Advisors
Texas
$423K – – –
EWA
646
Exencial Wealth Advisors
Oklahoma
$418K +$4.54K +19 +1%
BHIA
647
Birch Hill Investment Advisors
Massachusetts
$417K – – –
SWM
648
Segment Wealth Management
Texas
$406K – – –
NCM
649
Northwest Capital Management
Oregon
$395K +$385K +1,611 New
CTB
650
Country Trust Bank
Illinois
$389K – – –
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