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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
701
Walkner Condon Financial Advisors
Wisconsin
$11.6M +$989K +2,416 +10%
LODC
702
Lanham O'Dell & Company
West Virginia
$11.6M +$124K +303 +1%
OCFG
703
O'Connor Financial Group
Illinois
$11.6M +$810K +1,978 +8%
HTC
704
Haverford Trust Company
Pennsylvania
$11.5M +$8.19K +20 +0.1%
BWM
705
BCS Wealth Management
Tennessee
$11.5M +$441K +1,078 +4%
G
706
Gainplan
Michigan
$11.5M +$66.3K +162 +0.6%
NG
707
Northstar Group
New York
$11.5M +$124K +303 +1%
UI
708
Unconventional Investor
New Hampshire
$11.4M +$206K +504 +2%
MCM
709
MAI Capital Management
Ohio
$11.4M +$258K +631 +2%
MNBTD
710
Moody National Bank Trust Division
Texas
$11.4M -$7.29M -17,800 -40%
AP
711
Adero Partners
California
$11.4M -$11.9K -29 -0.1%
KFGK
712
Keystone Financial Group (Kentucky)
Kentucky
$11.3M -$97.4K -238 -0.9%
PI
713
Pachira Investments
California
$11.3M -$494K -1,206 -4%
MWM
714
Meridian Wealth Management
Kentucky
$11.2M +$4.67M +11,410 +80%
VF
715
Virtu Financial
New York
$11.2M +$10.5M +25,639 New
HWP
716
Highline Wealth Partners
California
$11.2M +$521K +1,272 +5%
CIM
717
Corda Investment Management
Texas
$11.2M +$199K +487 +2%
WI
718
Wintrust Investments
Illinois
$11.2M +$1.86M +4,537 +22%
DIA
719
Dana Investment Advisors
Wisconsin
$11.2M +$3.61M +8,809 +53%
ASI
720
Advisory Services & Investments
Oregon
$11.2M +$474K +1,159 +5%
CA
721
CSM Advisors
Pennsylvania
$11.1M +$111K +270 +1%
MIFH
722
Migdal Insurance & Financial Holdings
Israel
$11.1M -$1.03M -2,505 -9%
PVH
723
Psagot Value Holdings
Israel
$11.1M -$443K -1,083 -4%
FFO
724
Fiduciary Family Office
Florida
$11.1M +$10.4M +25,319 New
BL
725
Balentine LLC
Georgia
$11.1M -$65.5K -160 -0.6%
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