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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KAH
651
Kathryn A. Hall
$1.12M – – –
DI
652
DFPG Investments
Utah
$1.11M -$488K -1,846 -31%
WFPG
653
Waller Financial Planning Group
Ohio
$1.11M -$2.91K -11 -0.3%
CIA
654
Capital Investment Advisors
Georgia
$1.11M -$3.17K -12 -0.3%
JIC
655
Joel Isaacson & Co
New York
$1.09M -$194K -734 -15%
CANC
656
Culbertson A N & Co
Virginia
$1.09M -$42.3K -160 -4%
EGA
657
E&G Advisors
Texas
$1.08M – – –
VAS
658
Vestmark Advisory Solutions
Massachusetts
$1.07M +$1.05M +3,983 New
NCM
659
Nelson Capital Management
California
$1.05M -$438K -1,657 -30%
BMO
660
Beck Mack & Oliver
New York
$1.04M – – –
NB
661
Nicolet Bankshares
Wisconsin
$1.04M +$45.2K +171 +5%
FHB
662
First Hawaiian Bank
Hawaii
$1.04M -$1.5M -5,676 -60%
CM
663
Columbus Macro
Pennsylvania
$1.03M – – –
WCA
664
Windsor Creek Advisors
Vermont
$1.03M -$529K -2,000 -34%
KCM
665
Kornitzer Capital Management
Kansas
$1.03M +$1.01M +3,819 New
OWD
666
Osborn Williams & Donohoe
Ohio
$1.02M +$160K +603 +19%
CA
667
Calton & Associates
Florida
$1.02M +$290K +1,098 +41%
TFS
668
TrustCore Financial Services
Tennessee
$1.02M +$342K +1,291 +52%
VFA
669
Valeo Financial Advisors
Indiana
$1.01M +$134K +508 +16%
GSIS
670
Global Strategic Investment Solutions
Arizona
$1.01M +$992K +3,750 New
BEC
671
Blue Edge Capital
Virginia
$1.01M +$5.03K +19 +0.5%
MFG
672
Merit Financial Group
Georgia
$1M -$27K -102 -3%
BFA
673
Bragg Financial Advisors
North Carolina
$1M +$52.9K +200 +6%
RG
674
Rathbones Group
United Kingdom
$988K +$45K +170 +5%
TCM
675
Traynor Capital Management
Pennsylvania
$984K +$363K +1,372 +61%
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