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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
826
Stokes Capital Advisors
South Carolina
$875K -$9.81K -35 -0.9%
BMO
827
Beck Mack & Oliver
New York
$875K – – –
WF
828
Welch & Forbes
Massachusetts
$859K – – –
FSWA
829
Financial Synergies Wealth Advisors
Texas
$858K +$239K +853 +31%
IBOK
830
Independence Bank of Kentucky
Kentucky
$855K +$477K +1,702 +89%
EF
831
Empirical Finance
Pennsylvania
$851K -$154K -548 -13%
SWA
832
SFMG Wealth Advisors
Texas
$843K +$453K +1,616 +83%
CS
833
Cannell & Spears
New York
$840K -$941K -3,359 -49%
CIA
834
Capital Investment Advisors
Georgia
$833K -$42.6K -152 -4%
S
835
SignatureFD
Georgia
$832K -$206K -734 -17%
WA1
836
Wimmer Associates 1
California
$832K -$119K -426 -11%
W
837
WealthOne
New York
$826K -$93K -332 -9%
SKK
838
Shepherd Kaplan Krochuk
Massachusetts
$822K +$6.16K +22 +0.6%
WA
839
WBH Advisory
Maryland
$818K +$89.7K +320 +10%
NCM
840
Nelson Capital Management
California
$817K -$159K -568 -14%
GSWM
841
Golden State Wealth Management
California
$815K +$965K +3,443 New
SWA
842
Stratos Wealth Advisors
Ohio
$813K +$236K +844 +33%
VFM
843
Vivid Financial Management
California
$813K +$598K +2,133 +164%
IC
844
Iconiq Capital
California
$812K – – –
IC
845
Inverness Counsel
New York
$810K – – –
BCIM
846
Bishop & Co Investment Management
Pennsylvania
$808K – – –
HIMC
847
Heritage Investors Management Corp
Maryland
$800K – – –
FC
848
Ferris Capital
Massachusetts
$797K -$14K -50 -1%
FNFDCM
849
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$793K – – –
RCAG
850
Rehmann Capital Advisory Group
Michigan
$789K +$934K +3,332 New
32 33
34
35 36