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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
876
Sheaff Brock Investment Advisors
Indiana
$332K -$173K -694 -35%
1IA
877
1834 Investment Advisors
Wisconsin
$330K – – –
WAOTB
878
Wealth Advisors of Tampa Bay
Florida
$328K -$41.2K -165 -12%
RM
879
Resource Management
Louisiana
$326K +$314K +1,256 New
SAS
880
Stelac Advisory Services
New York
$324K – – –
KWMG
881
King Wealth Management Group
Florida
$315K +$303K +1,215 New
HCM
882
Hall Capital Management
Rhode Island
$314K +$302K +1,211 New
EWA
883
Exencial Wealth Advisors
Oklahoma
$313K -$128K -511 -30%
CCT
884
Country Club Trust
Missouri
$313K +$20K +80 +7%
AA
885
Apriem Advisors
California
$311K -$116K -465 -28%
CC
886
Capital Counsel
New York
$311K – – –
VWM
887
Venturi Wealth Management
Texas
$309K -$58.2K -233 -17%
MBT
888
Montecito Bank & Trust
California
$309K +$74.9K +300 +34%
TL
889
TrueWealth LLC
Georgia
$308K -$6.99K -28 -2%
DA
890
Doliver Advisors
Texas
$307K +$296K +1,185 New
SFM
891
Signet Financial Management
New Jersey
$306K – – –
NCM
892
Next Capital Management
New York
$305K -$61.9K -248 -17%
JCM
893
Jacobi Capital Management
Pennsylvania
$304K -$6.56M -26,249 -96%
DMC
894
Drexel Morgan & Co
Pennsylvania
$304K – – –
SG
895
StoneX Group
New York
$304K +$15.5K +62 +6%
GLLW
896
Graves Light Lenhart Wealth
Virginia
$304K +$293K +1,171 New
VBFP
897
Valtinson Bruner Financial Planning
Minnesota
$302K – – –
SQA
898
Simon Quick Advisors
New Jersey
$302K +$1.5K +6 +0.5%
GCAC
899
Guardian Capital Advisors (Canada)
Ontario, Canada
$301K -$1.03M -4,125 -78%
LNWWM
900
Laird Norton Wetherby Wealth Management
California
$300K -$491K -1,966 -63%
34 35
36
37 38