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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
851
Caldwell Trust
Florida
$22.5M -$2.65M -3,976 -11%
CIC
852
Carnegie Investment Counsel
Ohio
$22.4M -$1.01M -1,515 -4%
YDMI
853
Y.D. More Investments
Israel
$22.3M -$6.07M -9,100 -22%
IWS
854
Intentional Wealth Strategies
Colorado
$22.3M +$3.71M +5,567 +21%
JAA
855
Joel Adams & Associates
North Carolina
$22.3M -$169K -254 -0.8%
MWM
856
Meridian Wealth Management
Kentucky
$22.2M -$293K -439 -1%
VA
857
Valor Advisors
Florida
$22.2M +$9.69M +14,532 +82%
IWM
858
IHT Wealth Management
Illinois
$22.2M +$1.93M +2,900 +10%
CL
859
CSS LLC
Illinois
$22.1M – – –
MW
860
Marble Wealth
Alabama
$22.1M +$88.7K +133 +0.4%
HH
861
Hilltop Holdings
Texas
$22.1M +$3.61M +5,410 +20%
PPA
862
Pilgrim Partners Asia
Singapore
$21.9M +$1.93M +2,900 +10%
AF
863
Advisornet Financial
Minnesota
$21.9M +$484K +726 +2%
NEWAS
864
N.E.W. Advisory Services
Wisconsin
$21.9M +$1.45M +2,172 +7%
BAM
865
Brave Asset Management
New Jersey
$21.8M +$10K +15 +0%
HW
866
HORAN Wealth
Ohio
$21.8M +$729K +1,094 +4%
NA
867
Nottingham Advisors
New York
$21.8M +$15.3K +23 +0.1%
MAA
868
Matrix Asset Advisors
New York
$21.7M +$777K +1,165 +4%
BCA
869
Ballentine Capital Advisors
South Carolina
$21.6M -$712K -1,068 -3%
SC
870
Sapient Capital
Indiana
$21.6M +$3.13M +4,699 +18%
BC
871
Burney Company
Virginia
$21.6M +$142K +213 +0.7%
OCWP
872
Owl Creek Wealth Partners
Colorado
$21.5M +$34.7K +52 +0.2%
SCM
873
Sunbeam Capital Management
Georgia
$21.4M +$108K +162 +0.5%
FSA
874
Fort Sheridan Advisors
Illinois
$21.4M -$94.7K -142 -0.5%
1I
875
1888 Investments
Colorado
$21.3M +$20.7M +31,060 New
33 34
35
36 37