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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
776
Dodds Wealth
Colorado
$10.9M +$1.23M +2,683 +13%
FCC
777
Flower City Capital
New York
$10.7M -$85.6K -187 -0.8%
GCM
778
Genus Capital Management
British Columbia, Canada
$10.7M +$10.2M +22,288 New
BTIM
779
BancFirst Trust & Investment Management
Oklahoma
$10.7M -$4.84M -10,582 -32%
WC
780
Waterloo Capital
Texas
$10.6M +$86.5K +189 +0.9%
SFC
781
Strategic Financial Concepts
Texas
$10.6M +$4.98M +10,891 +98%
SDWMA
782
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.6M +$10.1K +22 +0.1%
CIA
783
Choate Investment Advisors
Massachusetts
$10.6M +$7.72M +16,863 +331%
HNB
784
Hilltop National Bank
Wyoming
$10.5M +$10M +21,910 New
SC
785
Soundwatch Capital
Connecticut
$10.5M +$5.11M +11,164 +104%
ZIG
786
Zuckerman Investment Group
Illinois
$10.5M +$527K +1,151 +6%
SCA
787
Snowden Capital Advisors
New York
$10.4M +$2.69M +5,871 +37%
CCT
788
Capital City Trust
Florida
$10.4M +$97K +212 +1%
AI
789
ArchPoint Investors
Florida
$10.4M +$9.91M +21,661 New
CBC
790
Coombe, Bender & Co
New York
$10.4M -$399K -872 -4%
SWPG
791
Strategic Wealth Partners Group
Illinois
$10.3M +$96.1K +210 +1%
WTA
792
Washington Trust Advisors
Massachusetts
$10.2M -$34.3K -75 -0.4%
NEAM
793
New England Asset Management
Connecticut
$10.2M – – –
LWP
794
Laurel Wealth Planning
Minnesota
$10.1M -$298K -652 -3%
SFG
795
Sunburst Financial Group
Alabama
$10.1M -$90.2K -197 -0.9%
FFS
796
Founders Financial Securities
Maryland
$10.1M +$2.82M +6,162 +42%
DCM
797
Disciplina Capital Management
Tennessee
$10.1M -$238K -520 -2%
WFA
798
West Financial Advisors
Iowa
$10.1M -$227K -495 -2%
FHA
799
Flagship Harbor Advisors
Massachusetts
$10M -$85.1K -186 -0.9%
TPWA
800
TRUE Private Wealth Advisors
Oregon
$10M -$4.81M -10,502 -33%
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