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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
826
Howland Capital Management
Massachusetts
$6.21M +$399K +1,035 +7%
MWM
827
Modera Wealth Management
New Jersey
$6.21M +$672K +1,741 +13%
FTUS
828
Flow Traders U.S.
New York
$6.21M +$5.88M +15,234 New
YAVAPFMC
829
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$6.2M +$5.9M +15,300 New
BBNA
830
Bremer Bank National Association
Minnesota
$6.19M -$19.3K -50 -0.3%
SYBT
831
Stock Yards Bank & Trust
Kentucky
$6.18M -$206K -533 -3%
TPM
832
Triasima Portfolio Management
Quebec, Canada
$6.17M +$5.79K +15 +0.1%
AAS
833
Ameritas Advisory Services
Nebraska
$6.16M -$726K -1,883 -11%
VCM
834
Vision Capital Management
Oregon
$6.14M -$62.1K -161 -1%
DDC
835
DF Dent & Co
Maryland
$6.14M – – –
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$6.13M +$236K +612 +4%
BWM
837
BCGM Wealth Management
Indiana
$6.12M +$2.04M +5,289 +54%
DWM
838
Defined Wealth Management
Oregon
$6.11M +$1.11M +2,880 +24%
TFS
839
Thoroughbred Financial Services
Tennessee
$6.1M +$146K +378 +3%
SGWM
840
Sterling Group Wealth Management
California
$6.08M -$77.5K -201 -1%
EWM
841
Endurance Wealth Management
Rhode Island
$6.08M +$7.72K +20 +0.1%
MAA
842
Matrix Asset Advisors
New York
$6.08M +$725K +1,878 +14%
NW
843
NewEdge Wealth
Pennsylvania
$6.06M +$932K +2,417 +19%
PTC
844
Private Trust Company
Ohio
$6.03M -$51.7K -134 -0.9%
IIM
845
InTrack Investment Management
Vermont
$6.02M -$405K -1,050 -7%
SFA
846
Sequoia Financial Advisors
Ohio
$6.01M +$1.42M +3,690 +33%
FWI
847
Facet Wealth Inc
Maryland
$5.99M +$397K +1,029 +8%
ZIG
848
Zuckerman Investment Group
Illinois
$5.93M +$319K +826 +6%
GFPC
849
Global Financial Private Client
Florida
$5.92M -$24.7K -64 -0.4%
SAM
850
Secure Asset Management
Michigan
$5.91M +$311K +806 +6%
32 33
34
35 36