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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
926
Ironsides Asset Advisors
North Carolina
$6.26M – – –
QCM
927
Quantinno Capital Management
New York
$6.24M +$4.05M +9,884 +225%
HP
928
Holistic Planning
Texas
$6.22M +$5.83M +14,243 New
AFS
929
Annapolis Financial Services
Maryland
$6.22M -$229K -559 -4%
AT
930
Arvest Trust
Oklahoma
$6.21M +$5.82M +14,209 New
OIS
931
Okabena Investment Services
Minnesota
$6.2M +$5.54M +13,533 +2,044%
SMC
932
Smith, Moore & Co
Missouri
$6.18M -$5.47M -13,371 -49%
YIA
933
YHB Investment Advisors
Connecticut
$6.17M -$34K -83 -0.6%
PP
934
Patten & Patten
Tennessee
$6.15M +$610K +1,490 +12%
CDH
935
Charles D. Hyman
$6.12M +$21.3K +52 +0.4%
GFPC
936
Global Financial Private Client
Florida
$6.11M -$132K -323 -2%
PA
937
Pinnacle Associates
New York
$6.1M +$203K +496 +4%
MG
938
Mather Group
Illinois
$6.09M +$1.66M +4,053 +41%
PTC
939
Private Trust Company
Ohio
$6.07M -$366K -893 -6%
BAG
940
Bridgewealth Advisory Group
California
$6.06M +$241K +588 +4%
MPW
941
Monterey Private Wealth
California
$6.02M -$178K -434 -3%
SCTC
942
Sanibel Captiva Trust Company
Florida
$6M +$5.63M +13,747 New
FWI
943
Facet Wealth Inc
Maryland
$6M -$209K -511 -4%
VFPW
944
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.98M +$4.11M +10,037 +274%
CCM
945
Coerente Capital Management
Ontario, Canada
$5.98M – – –
SIC
946
Salem Investment Counselors
North Carolina
$5.98M -$43.4K -106 -0.8%
CAS
947
Coppell Advisory Solutions
Texas
$5.97M -$91.3K -223 -2%
KFG
948
Kingdom Financial Group
Arizona
$5.96M -$269K -656 -5%
CB
949
Cadence Bank
Mississippi
$5.96M -$76.1K -186 -1%
BBA
950
Braun-Bostich & Associates
Pennsylvania
$5.95M +$39.3K +96 +0.7%
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