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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
701
Estate Counselors
Wisconsin
$399K – – –
PIC
702
Portland Investment Counsel
Ontario, Canada
$394K – – –
BAS
703
Brown Advisory Securities
Maryland
$391K +$37.2K +150 +11%
GWM
704
Geneos Wealth Management
Colorado
$391K +$40.7K +164 +12%
RE
705
RBC Europe
United Kingdom
$391K +$18.9K +76 +5%
APP
706
Avantax Planning Partners
Iowa
$386K -$65.3K -263 -15%
SC
707
Savant Capital
Illinois
$386K – – –
WCM
708
Windham Capital Management
Massachusetts
$374K – – –
SAM
709
SP Asset Management
California
$371K +$364K +1,465 New
MWAC
710
Mariner Wealth Advisors (Cincinnati)
Ohio
$367K +$365K +1,472 New
BSW
711
Buckingham Strategic Wealth
Missouri
$361K +$360K +1,449 New
DOA
712
D'Orazio & Associates
Virginia
$356K – – –
CHA
713
Carmichael Hill & Associates
Maryland
$354K +$5.71K +23 +2%
SAS
714
Stelac Advisory Services
New York
$351K -$99.3K -400 -22%
KSA
715
Ken Stern & Associates
California
$346K – – –
AUB
716
Atlantic Union Bankshares
Virginia
$337K – – –
PPCM
717
Pillar Pacific Capital Management
California
$337K – – –
EWA
718
Exencial Wealth Advisors
Oklahoma
$337K +$44.9K +181 +15%
MSAM
719
Moloney Securities Asset Management
Missouri
$334K -$745 -3 -0.2%
PPSG
720
Princeton Portfolio Strategies Group
New Jersey
$334K – – –
CC
721
Claybrook Capital
Massachusetts
$332K – – –
FC
722
FCA Corp
Texas
$327K +$24.8K +100 +8%
CCT
723
Country Club Trust
Missouri
$326K +$44.7K +180 +16%
CAM
724
Cidel Asset Management
Ontario, Canada
$325K – – –
TAM
725
Taurus Asset Management
New York
$324K – – –
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