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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Centricity Wealth Management
Ohio
$14.9M +$15M +27,669 New
SBH
802
Segall Bryant & Hamill
Illinois
$14.9M +$5.43M +10,021 +57%
SFS
803
Security Financial Services
Indiana
$14.9M -$660K -1,218 -4%
EPA
804
Element Pointe Advisors
Florida
$14.8M -$541K -999 -4%
KBFS
805
Kohmann Bosshard Financial Services
Ohio
$14.8M +$1.23M +2,263 +9%
HTC
806
Haverford Trust Company
Pennsylvania
$14.8M +$290K +536 +2%
MWM
807
Modera Wealth Management
New Jersey
$14.8M +$6.66M +12,288 +81%
FFP
808
FourThought Financial Partners
Florida
$14.6M -$1.52M -2,807 -9%
AWM
809
Arista Wealth Management
Nevada
$14.6M +$116K +215 +0.8%
BMCM
810
Bryn Mawr Capital Management
Pennsylvania
$14.6M +$650K +1,200 +5%
BL
811
Balentine LLC
Georgia
$14.6M -$256K -473 -2%
PAS
812
Park Avenue Securities
New York
$14.6M +$3.37M +6,213 +30%
NAS
813
Nicolet Advisory Services
Wisconsin
$14.6M +$1.64M +3,025 +12%
KA
814
Kovack Advisors
Florida
$14.5M -$1.21M -2,233 -8%
SC
815
Schoolcraft Capital
Colorado
$14.5M -$217K -401 -1%
WP
816
Westmount Partners
California
$14.5M +$239K +442 +2%
ALA
817
Atlas Legacy Advisors
California
$14.4M +$14.5M +26,807 New
AP
818
Adero Partners
California
$14.4M – – –
ECM
819
Eisler Capital Management
United Kingdom
$14.4M +$14.5M +26,700 New
G
820
Gainplan
Michigan
$14.3M -$1.8M -3,325 -11%
NWMG
821
Nicholson Wealth Management Group
South Carolina
$14.3M +$8.81M +16,270 +157%
DWT
822
Dorsey & Whitney Trust
South Dakota
$14.3M -$742K -1,369 -5%
DC
823
DeDora Capital
California
$14.3M -$241K -445 -2%
EF
824
Envision Financial
Wisconsin
$14.3M +$14.4M +26,517 New
LIA
825
LBMC Investment Advisors
Tennessee
$14.2M -$282K -521 -2%
31 32
33
34 35