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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
851
Main Management
California
$370K +$29.2K +117 +9%
HIMC
852
Heritage Investors Management Corp
Maryland
$370K +$119K +475 +50%
AGA
853
Arkos Global Advisors
Texas
$369K – – –
SPI
854
Santori & Peters Inc
Pennsylvania
$367K -$12K -48 -3%
NFG
855
Nations Financial Group
Iowa
$361K +$347K +1,391 New
LWS
856
Lucia Wealth Services
California
$360K – – –
CC
857
Claybrook Capital
Massachusetts
$359K -$1.54M -6,171 -82%
PIC
858
Portland Investment Counsel
Ontario, Canada
$358K -$50K -200 -13%
CMO
859
Covenant Multifamily Offices
Texas
$358K – – –
IAM
860
Integre Asset Management
New York
$358K – – –
AIC
861
Ameritas Investment Company
Nebraska
$355K +$342K +1,368 New
DWM
862
Doyle Wealth Management
Florida
$353K +$39.7K +159 +14%
PPCM
863
Pillar Pacific Capital Management
California
$350K – – –
SFG
864
SNS Financial Group
Minnesota
$350K – – –
WA
865
Winfield Associates
Ohio
$343K +$330K +1,320 New
FC
866
FCA Corp
Texas
$340K – – –
TAM
867
Taurus Asset Management
New York
$337K – – –
CCM
868
Coldstream Capital Management
Washington
$336K – – –
JA
869
JOYN Advisors
Georgia
$336K +$2K +8 +0.6%
TW
870
TrinityPoint Wealth
Connecticut
$334K -$113K -451 -26%
NL
871
NWAM LLC
Washington
$334K +$14K +56 +5%
SBIA
872
Sheaff Brock Investment Advisors
Indiana
$332K -$173K -694 -35%
1IA
873
1834 Investment Advisors
Wisconsin
$330K – – –
WAOTB
874
Wealth Advisors of Tampa Bay
Florida
$328K -$41.2K -165 -12%
RM
875
Resource Management
Louisiana
$326K +$314K +1,256 New
33 34
35
36 37