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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
926
American National Bank & Trust
Texas
$241K -$381K -1,540 -59%
NAMP
927
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$241K -$83K -335 -24%
CSIC
928
Clifford Swan Investment Counsel
California
$239K – – –
FI
929
Financial Insights
Washington
$239K +$239K +963 New
TWA
930
TCI Wealth Advisors
Arizona
$237K +$71.6K +289 +39%
XS
931
XR Securities
Illinois
$236K -$4.79M -19,338 -95%
CAC
932
Certified Advisory Corp
Florida
$235K -$38.9K -157 -13%
SS
933
Sunbelt Securities
Texas
$235K +$253K +1,021 New
EWF
934
Epstein & White Financial
California
$233K +$250K +1,011 New
CPA
935
Court Place Advisors
Maryland
$232K -$743 -3 -0.3%
ACA
936
Ackerman Capital Advisors
Texas
$230K +$248K +1,000 New
JWM
937
Janiczek Wealth Management
Colorado
$226K +$159K +642 +187%
AI
938
Accredited Investors
Minnesota
$225K -$137K -555 -36%
RIL
939
Rothschild Investment LLC
Illinois
$219K +$34.2K +138 +17%
HIMC
940
Heritage Investors Management Corp
Maryland
$218K – – –
GWM
941
Geneos Wealth Management
Colorado
$216K -$304K -1,227 -56%
OAJ
942
Ogorek Anthony Joseph
New York
$213K +$230K +927 New
OCM
943
Oakwood Capital Management
California
$211K -$92.9K -375 -29%
KL
944
KWMG LLC
Kansas
$210K +$163K +660 +261%
CFG
945
Cooper Financial Group
California
$210K +$227K +915 New
BAS
946
Brown Advisory Securities
Maryland
$209K -$230K -929 -51%
SFSG
947
Stearns Financial Services Group
North Carolina
$206K -$9.16K -37 -4%
PWM
948
PRW Wealth Management
Massachusetts
$206K +$222K +897 New
PW
949
Price Wealth
Texas
$205K – – –
PI
950
Pathlight Investors
Arizona
$205K +$214K +865 New
36 37
38
39 40