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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
826
Blue Square Asset Management
New York
$20M -$176K -283 -0.9%
MW
827
Marble Wealth
Alabama
$20M +$19.9M +31,961 New
IWM
828
IHT Wealth Management
Illinois
$20M +$4.47M +7,196 +29%
CI
829
Conning Inc
Connecticut
$20M – – –
MAS
830
Madden Advisory Services
Florida
$19.9M -$379K -610 -2%
CWM
831
Centric Wealth Management
Illinois
$19.9M -$1.37M -2,198 -7%
BAM
832
Brave Asset Management
New Jersey
$19.9M -$237K -381 -1%
LODC
833
Lanham O'Dell & Company
West Virginia
$19.9M -$1.09M -1,746 -5%
CL
834
CSS LLC
Illinois
$19.8M +$2.27M +3,660 +13%
RCM
835
Richardson Capital Management
Wisconsin
$19.8M -$1.56M -2,511 -7%
APG
836
Abacus Planning Group
South Carolina
$19.7M +$219K +353 +1%
FNBT
837
FineMark National Bank & Trust
Florida
$19.6M +$878K +1,412 +5%
RFP
838
Roth Financial Partners
Texas
$19.6M -$573K -922 -3%
OAJ
839
Ogorek Anthony Joseph
New York
$19.6M -$1.39M -2,234 -7%
JFG
840
JDM Financial Group
Texas
$19.4M +$209M +336,419 +578%
BFA
841
Beaumont Financial Advisors
Massachusetts
$19.4M -$132K -212 -0.7%
BIM
842
Bridges Investment Management
Nebraska
$19.4M +$1.25M +2,014 +7%
SAM
843
Silvercrest Asset Management
New York
$19.3M +$1.68M +2,702 +10%
KFAS
844
Keating Financial Advisory Services
Kansas
$19.3M +$19.1M +30,760 New
KBFS
845
Kohmann Bosshard Financial Services
Ohio
$19.3M +$225K +362 +1%
PCA
846
Prosperity Capital Advisors
Ohio
$19.2M +$9.31M +14,974 +96%
AOWM
847
Asset One Wealth Management
Washington
$19.1M +$18.6M +29,930 New
AWM
848
Arista Wealth Management
Nevada
$19.1M +$2.08M +3,349 +12%
SW
849
SVB Wealth
Massachusetts
$19M -$1.75M -2,819 -8%
SCM
850
Sunbeam Capital Management
Georgia
$19M +$104K +168 +0.6%
32 33
34
35 36