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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1026
Phillips Wealth Planners
Mississippi
$2.9M +$2.7M +7,649 New
SBH
1027
Segall Bryant & Hamill
Illinois
$2.9M -$938K -2,655 -24%
ZIC
1028
ZWJ Investment Counsel
Georgia
$2.9M -$140K -396 -5%
WB
1029
West Bancorporation
Iowa
$2.89M -$9.54K -27 -0.3%
CFD
1030
Creative Financial Designs
Indiana
$2.89M -$194K -550 -6%
MCG
1031
McCollum Christoferson Group
New York
$2.89M -$72.4K -205 -2%
BFO
1032
Biltmore Family Office
North Carolina
$2.88M -$26.5K -75 -0.9%
MGWM
1033
Marks Group Wealth Management
Minnesota
$2.88M +$3.53K +10 +0.1%
PIA
1034
Panoramic Investment Advisors
Colorado
$2.87M +$2.88M +8,157 New
GWA
1035
GGM Wealth Advisors
Maryland
$2.86M +$97.9K +277 +4%
ECG
1036
EPIQ Capital Group
California
$2.85M +$1.44M +4,089 +101%
CIM
1037
Contravisory Investment Management
Massachusetts
$2.85M – – –
BWAM
1038
Boyd Watterson Asset Management
Ohio
$2.84M – – –
NAS
1039
Nicolet Advisory Services
Wisconsin
$2.84M +$2.1M +5,942 +316%
RJTCONH
1040
Raymond James Trust Company of New Hampshire
New Hampshire
$2.84M -$16.3K -46 -0.6%
FWP
1041
FAS Wealth Partners
Kansas
$2.84M +$65.4K +185 +2%
B
1042
Bensler
Washington
$2.84M -$57.6K -163 -2%
WPP
1043
Whalerock Point Partners
Rhode Island
$2.84M – – –
AMR
1044
Asset Management Resources
Massachusetts
$2.83M -$106K -301 -4%
SWM
1045
Stockman Wealth Management
Montana
$2.83M +$193K +545 +7%
WF
1046
Warner Financial
Maryland
$2.82M +$66.1K +187 +2%
SAM
1047
SP Asset Management
California
$2.82M +$580K +1,642 +26%
CC
1048
Chicago Capital
Illinois
$2.81M +$20.1K +57 +0.7%
CS
1049
Cannell & Spears
New York
$2.81M -$1.67M -4,721 -37%
WAM
1050
WNY Asset Management
New York
$2.8M -$78.8K -223 -3%
40 41
42
43 44