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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
801
Avory & Company
Florida
$16.4M – – –
CIA
802
Caerus Investment Advisors
Texas
$16.3M +$7.36K +14 +0%
VC
803
Vicus Capital
Pennsylvania
$16.2M -$1.73M -3,288 -10%
BGA
804
Battery Global Advisors
Massachusetts
$16.2M – – –
DWT
805
Dorsey & Whitney Trust
South Dakota
$16.2M -$32.6K -62 -0.2%
SFS
806
Security Financial Services
Indiana
$16.1M +$645K +1,228 +5%
SAM
807
Silvercrest Asset Management
New York
$16.1M +$1.46M +2,780 +11%
CFMC
808
Curbstone Financial Management Corp
New Hampshire
$16.1M – – –
BEAM
809
Baker Ellis Asset Management
Washington
$16.1M -$726K -1,382 -5%
SC
810
Saiph Capital
New Jersey
$16.1M +$8.6M +16,367 +136%
HA
811
Helium Advisors
Washington
$16.1M -$449K -855 -3%
BBHC
812
Brown Brothers Harriman & Co
New York
$16.1M +$516K +981 +4%
AWM
813
Abound Wealth Management
Tennessee
$16M +$888K +1,689 +6%
CL
814
CSS LLC
Illinois
$15.9M -$20.3M -38,580 -58%
EWA
815
Evolution Wealth Advisors
Florida
$15.9M +$4.53M +8,625 +45%
CWM
816
Centricity Wealth Management
Ohio
$15.9M -$131K -250 -0.9%
HTC
817
Haverford Trust Company
Pennsylvania
$15.9M -$819K -1,558 -5%
ZIG
818
Zuckerman Investment Group
Illinois
$15.8M +$1.24M +2,364 +9%
W
819
WorthPointe
California
$15.7M +$1.46M +2,776 +11%
LTL
820
Lowery Thomas LLC
California
$15.7M -$875K -1,665 -6%
AWM
821
Arista Wealth Management
Nevada
$15.7M +$55.7K +106 +0.4%
GT
822
Glenview Trust
Kentucky
$15.6M -$504K -959 -3%
DWA
823
Delta Wealth Advisors
Indiana
$15.6M -$2.09M -3,973 -13%
AP
824
Americana Partners
Texas
$15.6M +$641K +1,220 +5%
PFBT
825
Parkside Financial Bank & Trust
Missouri
$15.6M +$2.42M +4,608 +20%
31 32
33
34 35