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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
676
Plan Group Financial
Oklahoma
$15.2M +$1.26M +2,627 +9%
PFS
677
Prospera Financial Services
Texas
$15.2M -$2.23M -4,634 -13%
MIFH
678
Migdal Insurance & Financial Holdings
Israel
$15.1M +$7.6M +15,796 +110%
OCFG
679
O'Connor Financial Group
Illinois
$15.1M +$596K +1,238 +4%
CFMC
680
Curbstone Financial Management Corp
New Hampshire
$15M +$48.1K +100 +0.3%
BSA
681
Braun Stacey Associates
New York
$15M -$803K -1,669 -5%
BEAM
682
Baker Ellis Asset Management
Washington
$14.9M +$473K +982 +3%
BBHC
683
Brown Brothers Harriman & Co
New York
$14.9M -$91.4K -190 -0.6%
BIM
684
Bridges Investment Management
Nebraska
$14.8M +$13.4M +27,854 +1,689%
PIP
685
Peachtree Investment Partners
Florida
$14.8M -$2.62M -5,450 -16%
CIA
686
Caerus Investment Advisors
Texas
$14.7M -$355K -738 -2%
IAA
687
Ironsides Asset Advisors
North Carolina
$14.7M +$7.22M +15,006 +105%
PTC
688
Philadelphia Trust Company
Pennsylvania
$14.6M +$1.15M +2,380 +9%
HCM
689
Howland Capital Management
Massachusetts
$14.6M +$2.51M +5,213 +22%
LPAM
690
Lodestar Private Asset Management
California
$14.6M -$34.6K -72 -0.2%
MAS
691
Madden Advisory Services
Florida
$14.6M +$558K +1,160 +4%
CIA
692
Choate Investment Advisors
Massachusetts
$14.5M +$3.41M +7,078 +32%
SFS
693
Security Financial Services
Indiana
$14.4M +$2.72M +5,653 +24%
BFO
694
Boston Family Office
Massachusetts
$14.4M +$8.08M +16,798 +140%
AC
695
Avory & Company
Florida
$14.4M – – –
BSAM
696
Blue Square Asset Management
New York
$14.4M -$1.43M -2,974 -9%
FCP
697
Fidelis Capital Partners
Florida
$14.4M +$3.58M +7,450 +33%
BGA
698
Battery Global Advisors
Massachusetts
$14.3M – – –
CPG
699
Custom Portfolio Group
Colorado
$14.3M -$803K -1,669 -5%
ATS
700
Ashton Thomas Securities
New York
$14.3M +$10.7M +22,228 New
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