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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
826
Corient Capital Partners
California
$419K +$452K +1,823 New
AWM
827
Alterna Wealth Management
Texas
$419K +$467K +1,885 New
JCM
828
Janney Capital Management
Pennsylvania
$415K +$447K +1,804 New
OMC
829
Old Mission Capital
Illinois
$414K +$446K +1,800 New
SWA
830
SFMG Wealth Advisors
Texas
$412K – – –
DOA
831
D'Orazio & Associates
Virginia
$408K +$86.7K +350 +25%
SC
832
Savant Capital
Illinois
$403K – – –
BBA
833
BLB&B Advisors
Pennsylvania
$402K – – –
WHG
834
Westwood Holdings Group
Texas
$402K – – –
TW
835
TrinityPoint Wealth
Connecticut
$399K +$430K +1,737 New
TWM
836
Tolleson Wealth Management
Texas
$398K +$429K +1,730 New
TWM
837
Titus Wealth Management
California
$395K -$9.91K -40 -2%
MSAM
838
Moloney Securities Asset Management
Missouri
$394K +$52.5K +212 +14%
EWA
839
Exencial Wealth Advisors
Oklahoma
$394K +$215K +866 +102%
MVIP
840
Mar Vista Investment Partners
California
$394K +$425K +1,715 New
MCM
841
McRae Capital Management
New Jersey
$386K – – –
CHA
842
Carmichael Hill & Associates
Maryland
$384K +$48.8K +197 +13%
AA
843
Apriem Advisors
California
$383K – – –
WTFG
844
Wells Trecaso Financial Group
Ohio
$381K +$2.48K +10 +0.6%
BCP
845
Berkeley Capital Partners
Georgia
$379K -$37.7K -152 -8%
BAAM
846
Baker Avenue Asset Management
California
$379K +$58.2K +235 +17%
EC
847
Estate Counselors
Wisconsin
$368K – – –
SAM
848
Silvercrest Asset Management
New York
$368K +$397K +1,602 New
CSPIA
849
Cary Street Partners Investment Advisory
Virginia
$368K +$397K +1,603 New
CAM
850
Cidel Asset Management
Ontario, Canada
$368K +$397K +1,603 New
32 33
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35 36