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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
851
Financial Consulate
Maryland
$500K +$222K +819 +81%
MIM
852
Moseley Investment Management
Florida
$497K -$33.9K -125 -6%
UB
853
UMB Bank
Missouri
$497K – – –
BWCS
854
Beirne Wealth Consulting Services
Connecticut
$495K – – –
SMFS
855
Squar Milner Financial Services
California
$495K +$360K +1,325 +468%
BWM
856
Buckley Wealth Management
Nevada
$494K -$110K -404 -18%
SWM
857
Segment Wealth Management
Texas
$492K +$3.26K +12 +0.7%
JWM
858
Janiczek Wealth Management
Colorado
$490K +$18.5K +68 +4%
TTWM
859
TCV Trust & Wealth Management
Virginia
$489K – – –
RWM
860
Raffa Wealth Management
District of Columbia
$487K +$484K +1,785 New
DOA
861
D'Orazio & Associates
Virginia
$484K – – –
BBA
862
BLB&B Advisors
Pennsylvania
$484K +$6.79K +25 +1%
CA
863
Capital Advantage
California
$483K +$481K +1,771 New
BCFS
864
Butensky & Cohen Financial Security
Florida
$481K +$39.1K +144 +9%
TIM
865
Tortoise Investment Management
New York
$479K -$6.24K -23 -1%
RE
866
RBC Europe
United Kingdom
$477K – – –
WHG
867
Westwood Holdings Group
Texas
$477K – – –
BFEC
868
Benjamin F. Edwards & Company
Missouri
$477K +$47K +173 +11%
PNC
869
Park National Corp
Ohio
$474K +$136K +500 +40%
CRC
870
Curi RMB Capital
Illinois
$464K – – –
RFA
871
Reilly Financial Advisors
California
$461K +$429K +1,582 +1,438%
MSAM
872
Moloney Securities Asset Management
Missouri
$460K +$8.96K +33 +2%
AW
873
Avion Wealth
Texas
$456K +$454K +1,674 New
RWP
874
RWA Wealth Partners
Massachusetts
$452K – – –
LFG
875
LifePlan Financial Group
Ohio
$451K +$241K +887 +116%
33 34
35
36 37