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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
751
Visionary Wealth Advisors
Illinois
$23M +$1.56M +2,501 +7%
ACM
752
Alamar Capital Management
California
$23M +$498K +796 +2%
RWMH
753
Riverpoint Wealth Management Holdings
Illinois
$23M +$651K +1,041 +3%
MA
754
MKT Advisors
California
$23M -$250K -399 -1%
NS
755
NBC Securities
Alabama
$22.9M +$3.32M +5,313 +16%
RWM
756
Ritholtz Wealth Management
New York
$22.9M +$13M +20,744 +118%
VT
757
Vise Technologies
New York
$22.9M – – –
VCA
758
Verdence Capital Advisors
Maryland
$22.9M -$821K -1,312 -3%
SIM
759
Synergy Investment Management
Florida
$22.7M -$750K -1,200 -3%
AAA
760
Andrews Advisory Associates
Hawaii
$22.7M -$741K -1,185 -3%
TCP
761
TMB Capital Partners
Arkansas
$22.7M +$904K +1,446 +4%
GVAG
762
Great Valley Advisor Group
Delaware
$22.6M -$1.7M -2,711 -7%
AOWM
763
Asset One Wealth Management
Washington
$22.5M +$3.07M +4,906 +16%
HWA
764
Heritage Wealth Advisors
Virginia
$22.5M +$1.25M +2,002 +6%
RWM
765
Rialto Wealth Management
New York
$22.4M +$119K +191 +0.5%
CA
766
Clune & Associates
Illinois
$22.3M +$9.13M +14,601 +64%
SA
767
Scarborough Advisors
Maryland
$22.3M +$23.3M +37,264 New
HWP
768
Highline Wealth Partners
California
$22.3M +$1.75M +2,802 +8%
DCPAL
769
Div Capital Phoenix Assets Ltd
$22.2M – – –
1IA
770
1834 Investment Advisors
Wisconsin
$22.2M +$551K +881 +2%
RCM
771
Richardson Capital Management
Wisconsin
$22.1M +$3.46M +5,528 +18%
MCM
772
Manchester Capital Management
Vermont
$22.1M +$252K +403 +1%
MA
773
Montag & Associates
Georgia
$22.1M +$1.65M +2,642 +8%
TA
774
TruWealth Advisors
Louisiana
$22M +$33.1K +53 +0.1%
CT
775
Caldwell Trust
Florida
$21.9M -$376K -601 -2%
29 30
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32 33