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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
801
Gutierrez Wealth Advisory
Arkansas
$18.1M -$216K -367 -1%
IAA
802
Ironsides Asset Advisors
North Carolina
$18M +$14.1K +24 +0.1%
SAG
803
SageView Advisory Group
California
$18M -$246K -417 -1%
BGA
804
Battery Global Advisors
Massachusetts
$18M +$462K +784 +3%
DWT
805
Dorsey & Whitney Trust
South Dakota
$18M +$516K +875 +3%
ACGA
806
Atlanta Consulting Group Advisors
Georgia
$17.8M +$7.65M +12,976 +81%
SI
807
Seeds Investor
New York
$17.8M +$4.4M +7,461 +35%
MWM
808
Modera Wealth Management
New Jersey
$17.7M +$970K +1,645 +6%
Jane Street
809
Jane Street
New York
$17.7M +$17.1M +28,944 New
BEAM
810
Baker Ellis Asset Management
Washington
$17.7M +$276K +468 +2%
BIM
811
Bridges Investment Management
Nebraska
$17.7M -$299K -507 -2%
AC
812
Avory & Company
Florida
$17.6M – – –
MWM
813
Meridian Wealth Management
Kentucky
$17.6M -$542K -920 -3%
EWA
814
Evolution Wealth Advisors
Florida
$17.6M +$439K +745 +3%
DAS
815
Dynamic Advisor Solutions
Arizona
$17.5M +$3.98M +6,748 +31%
ISL
816
Ingalls & Snyder LLC
New York
$17.5M +$2.81M +4,767 +20%
PFM
817
Peak Financial Management
Massachusetts
$17.4M -$833K -1,413 -5%
SC
818
Saiph Capital
New Jersey
$17.4M +$5.89K +10 +0%
CFMC
819
Curbstone Financial Management Corp
New Hampshire
$17.4M -$29.5K -50 -0.2%
FSA
820
Fort Sheridan Advisors
Illinois
$17.3M +$1.77M +3,002 +12%
LTL
821
Lowery Thomas LLC
California
$17.2M +$338K +573 +2%
ZIG
822
Zuckerman Investment Group
Illinois
$17.2M +$159K +270 +1%
SAM
823
Silvercrest Asset Management
New York
$17.2M -$203K -344 -1%
HTC
824
Haverford Trust Company
Pennsylvania
$17.2M +$100K +170 +0.6%
SFS
825
Security Financial Services
Indiana
$17.2M -$231K -392 -1%
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