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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
701
B. Riley Wealth Management
Tennessee
$1.5M -$1.55M -5,540 -47%
WIC
702
Woodmont Investment Counsel
Tennessee
$1.5M +$1.77M +6,334 New
AR
703
Advisory Research
Illinois
$1.5M +$1.77M +6,315 New
AP
704
Arlington Partners
Alabama
$1.5M +$338K +1,206 +24%
CWM
705
Circle Wealth Management
New Jersey
$1.5M +$1.77M +6,314 New
TCM
706
Traynor Capital Management
Pennsylvania
$1.49M +$692K +2,470 +64%
PWW
707
Pettyjohn Wood & White
Virginia
$1.49M +$466K +1,664 +36%
MAM
708
Meeder Asset Management
Ohio
$1.49M -$47.6K -170 -3%
TLP
709
Trinity Legacy Partners
Texas
$1.49M -$185K -660 -9%
SCA
710
Snowden Capital Advisors
New York
$1.49M +$394K +1,406 +29%
FDCC
711
Foster Dykema Cabot & Co
Massachusetts
$1.49M – – –
AWE
712
Avidian Wealth Enterprises
Texas
$1.48M -$56K -200 -3%
FHC
713
First Heartland Consultants
Missouri
$1.48M +$259K +925 +17%
MFG
714
Merit Financial Group
Georgia
$1.47M +$412K +1,470 +31%
PL
715
Parthenon LLC
Kentucky
$1.47M -$53.5K -191 -3%
MNBTD
716
Moody National Bank Trust Division
Texas
$1.43M +$1.14M +4,068 +206%
MCG
717
McCollum Christoferson Group
New York
$1.43M -$37.5K -134 -2%
SIA
718
Soltis Investment Advisors
Utah
$1.43M – – –
ISL
719
Ingalls & Snyder LLC
New York
$1.42M -$649K -2,318 -28%
NB
720
Nicolet Bankshares
Wisconsin
$1.42M +$540K +1,926 +47%
ECG
721
EPIQ Capital Group
California
$1.42M +$8.4K +30 +0.5%
BMA
722
Brooks Moore & Associates
Tennessee
$1.4M -$110K -394 -6%
TAM
723
Todd Asset Management
Kentucky
$1.4M – – –
MWA
724
Martel Wealth Advisors
Washington
$1.38M -$48.8K -174 -3%
NWM
725
Northwest Wealth Management
Iowa
$1.38M +$1.64M +5,840 New
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