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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
901
Moody National Bank Trust Division
Texas
$340K +$323K +1,220 +2,711%
RM
902
Resource Management
Louisiana
$338K – – –
LWA
903
Lenox Wealth Advisors
New York
$335K -$229K -864 -41%
PNC
904
Park National Corp
Ohio
$333K +$328K +1,240 New
LNWWM
905
Laird Norton Wetherby Wealth Management
California
$330K +$18.5K +70 +6%
B
906
Brightworth
Georgia
$329K +$323K +1,222 New
CCM
907
Covington Capital Management
California
$328K +$175K +661 +118%
DA
908
Doliver Advisors
Texas
$325K +$6.35K +24 +2%
VBFP
909
Valtinson Bruner Financial Planning
Minnesota
$325K +$11.6K +44 +4%
AA
910
Apriem Advisors
California
$323K – – –
CC
911
Capital Counsel
New York
$323K – – –
TL
912
TrueWealth LLC
Georgia
$319K – – –
SFM
913
Signet Financial Management
New Jersey
$318K – – –
SG
914
StoneX Group
New York
$318K +$1.06K +4 +0.3%
PIC
915
Portland Investment Counsel
Ontario, Canada
$316K -$54.5K -206 -15%
NCM
916
Next Capital Management
New York
$316K – – –
EWA
917
Exencial Wealth Advisors
Oklahoma
$315K -$8.99K -34 -3%
DMC
918
Drexel Morgan & Co
Pennsylvania
$315K – – –
JCM
919
Jacobi Capital Management
Pennsylvania
$315K – – –
SQA
920
Simon Quick Advisors
New Jersey
$313K – – –
ST
921
Sentinel Trust
Texas
$310K – – –
NAMP
922
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$307K +$71.4K +270 +31%
BBHC
923
Brown Brothers Harriman & Co
New York
$307K +$222K +840 +280%
IAA
924
Ironsides Asset Advisors
North Carolina
$305K -$370K -1,400 -55%
CCT
925
Country Club Trust
Missouri
$303K -$21.2K -80 -7%
35 36
37
38 39