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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
826
IHT Wealth Management
Illinois
$20M +$4.47M +7,196 +29%
CI
827
Conning Inc
Connecticut
$20M – – –
MAS
828
Madden Advisory Services
Florida
$19.9M -$379K -610 -2%
CWM
829
Centric Wealth Management
Illinois
$19.9M -$1.37M -2,198 -7%
BAM
830
Brave Asset Management
New Jersey
$19.9M -$237K -381 -1%
LODC
831
Lanham O'Dell & Company
West Virginia
$19.9M -$1.09M -1,746 -5%
CL
832
CSS LLC
Illinois
$19.8M +$2.27M +3,660 +13%
RCM
833
Richardson Capital Management
Wisconsin
$19.8M -$1.56M -2,511 -7%
APG
834
Abacus Planning Group
South Carolina
$19.7M +$219K +353 +1%
FNBT
835
FineMark National Bank & Trust
Florida
$19.6M +$878K +1,412 +5%
RFP
836
Roth Financial Partners
Texas
$19.6M -$573K -922 -3%
OAJ
837
Ogorek Anthony Joseph
New York
$19.6M -$1.39M -2,234 -7%
JFG
838
JDM Financial Group
Texas
$19.4M +$209M +336,419 +578%
BFA
839
Beaumont Financial Advisors
Massachusetts
$19.4M -$132K -212 -0.7%
BIM
840
Bridges Investment Management
Nebraska
$19.4M +$1.25M +2,014 +7%
SAM
841
Silvercrest Asset Management
New York
$19.3M +$1.68M +2,702 +10%
KFAS
842
Keating Financial Advisory Services
Kansas
$19.3M +$19.1M +30,760 New
KBFS
843
Kohmann Bosshard Financial Services
Ohio
$19.3M +$225K +362 +1%
PCA
844
Prosperity Capital Advisors
Ohio
$19.2M +$9.31M +14,974 +96%
AOWM
845
Asset One Wealth Management
Washington
$19.1M +$18.6M +29,930 New
AWM
846
Arista Wealth Management
Nevada
$19.1M +$2.08M +3,349 +12%
SW
847
SVB Wealth
Massachusetts
$19M -$1.75M -2,819 -8%
SCM
848
Sunbeam Capital Management
Georgia
$19M +$104K +168 +0.6%
TFCP
849
Twin Focus Capital Partners
Massachusetts
$19M +$3.72M +5,987 +25%
PIP
850
Peachtree Investment Partners
Florida
$19M -$75.2K -121 -0.4%
32 33
34
35 36