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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
851
Wilmington Savings Fund Society
Delaware
$373K +$359K +1,439 New
FCA
852
FinTrust Capital Advisors
South Carolina
$372K -$211K -843 -37%
SAM
853
SP Asset Management
California
$372K -$7.99K -32 -2%
CCP
854
Corient Capital Partners
California
$370K -$99.2K -397 -22%
MM
855
Main Management
California
$370K +$29.2K +117 +9%
HIMC
856
Heritage Investors Management Corp
Maryland
$370K +$119K +475 +50%
AGA
857
Arkos Global Advisors
Texas
$369K – – –
SPI
858
Santori & Peters Inc
Pennsylvania
$367K -$12K -48 -3%
NFG
859
Nations Financial Group
Iowa
$361K +$347K +1,391 New
LWS
860
Lucia Wealth Services
California
$360K – – –
CC
861
Claybrook Capital
Massachusetts
$359K -$1.54M -6,171 -82%
PIC
862
Portland Investment Counsel
Ontario, Canada
$358K -$50K -200 -13%
CMO
863
Covenant Multifamily Offices
Texas
$358K – – –
IAM
864
Integre Asset Management
New York
$358K – – –
AIC
865
Ameritas Investment Company
Nebraska
$355K +$342K +1,368 New
DWM
866
Doyle Wealth Management
Florida
$353K +$39.7K +159 +14%
PPCM
867
Pillar Pacific Capital Management
California
$350K – – –
SFG
868
SNS Financial Group
Minnesota
$350K – – –
WA
869
Winfield Associates
Ohio
$343K +$330K +1,320 New
FC
870
FCA Corp
Texas
$340K – – –
TAM
871
Taurus Asset Management
New York
$337K – – –
CCM
872
Coldstream Capital Management
Washington
$336K – – –
JA
873
JOYN Advisors
Georgia
$336K +$2K +8 +0.6%
TW
874
TrinityPoint Wealth
Connecticut
$334K -$113K -451 -26%
NL
875
NWAM LLC
Washington
$334K +$14K +56 +5%
33 34
35
36 37