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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1026
Hayden Royal
North Carolina
$403K +$242K +865 +103%
WHG
1027
Westwood Holdings Group
Texas
$403K -$9.53K -34 -2%
QAM
1028
QCI Asset Management
New York
$400K +$30.8K +110 +7%
MSAM
1029
Moloney Securities Asset Management
Missouri
$399K -$22.4K -80 -5%
WG
1030
Welch Group
Alabama
$399K +$472K +1,686 New
HWM
1031
Howard Wealth Management
Connecticut
$398K +$62.5K +223 +15%
CWM
1032
Chesapeake Wealth Management
Virginia
$397K +$17.9K +64 +4%
BHB
1033
Bank Hapoalim BM
Israel
$395K -$24M -85,522 -98%
TIM
1034
Tortoise Investment Management
New York
$395K -$12K -43 -3%
RWP
1035
RWA Wealth Partners
Massachusetts
$393K -$71.4K -255 -13%
EDRH
1036
Edmond de Rothschild Holding
Switzerland
$391K -$19.6K -70 -4%
PGA
1037
Portland Global Advisors
Maine
$391K +$463K +1,652 New
RA
1038
Rational Advisors
New York
$390K +$461K +1,645 New
SFPG
1039
Stonebridge Financial Planning Group
Florida
$386K +$429K +1,532 New
AIC
1040
Archer Investment Corporation
Indiana
$384K +$39.2K +140 +9%
SMFS
1041
Squar Milner Financial Services
California
$380K +$280 +1 +0.1%
FCA
1042
FinTrust Capital Advisors
South Carolina
$378K -$219K -781 -33%
EIP
1043
Ellis Investment Partners
Pennsylvania
$377K +$242K +863 +107%
CHA
1044
Carmichael Hill & Associates
Maryland
$376K +$80.1K +286 +22%
GFS
1045
GYL Financial Synergies
Connecticut
$372K +$6.72K +24 +2%
AIS
1046
American Investment Services
Massachusetts
$371K +$439K +1,568 New
PWA
1047
Providence Wealth Advisors
Illinois
$371K +$451K +1,609 New
ACA
1048
Atlas Capital Advisors
Wyoming
$369K -$74K -264 -14%
FWSM
1049
First Wilshire Securities Management
California
$363K – – –
SQA
1050
Simon Quick Advisors
New Jersey
$362K -$2.52K -9 -0.6%
40 41
42
43 44