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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1076
Boyd Watterson Asset Management
Ohio
$3.3M – – –
CA
1077
Continuum Advisory
Idaho
$3.3M +$541K +1,403 +21%
CCM
1078
Chilton Capital Management
Texas
$3.26M -$65.6K -170 -2%
IIC
1079
Integrated Investment Consultants
Michigan
$3.26M -$40.1K -104 -1%
SBH
1080
Segall Bryant & Hamill
Illinois
$3.26M -$5.4K -14 -0.2%
AP
1081
Americana Partners
Texas
$3.22M +$84.9K +220 +3%
CPP
1082
Capasso Planning Partners
South Carolina
$3.22M -$153K -396 -5%
EL
1083
EWA LLC
Pennsylvania
$3.22M +$12.3K +32 +0.4%
WEG
1084
World Equity Group
Illinois
$3.2M -$3.88M -10,070 -56%
FOFP
1085
Fee-Only Financial Planning
South Carolina
$3.16M +$59.8K +155 +2%
FWP
1086
FAS Wealth Partners
Kansas
$3.16M -$1.93K -5 -0.1%
RI
1087
Ridgewood Investments
New Jersey
$3.16M -$178K -461 -6%
PK
1088
Pflug Koory
Nebraska
$3.16M – – –
B
1089
Bensler
Washington
$3.15M -$16.2K -42 -0.5%
MFG
1090
MidWestOne Financial Group
Iowa
$3.15M -$40.1K -104 -1%
TCA
1091
Transcend Capital Advisors
New Jersey
$3.15M +$77.5K +201 +3%
TCOO
1092
Trust Company of Oklahoma
Oklahoma
$3.15M -$30.9K -80 -1%
MMH
1093
Menora Mivtachim Holdings
Israel
$3.13M -$926K -2,400 -24%
KOC
1094
Koss-Olinger Consulting
Florida
$3.12M – – –
RWM
1095
RKL Wealth Management
Pennsylvania
$3.12M +$149K +385 +5%
GSIS
1096
Global Strategic Investment Solutions
Arizona
$3.12M – – –
SA
1097
SRH Advisors
Kansas
$3.11M – – –
CWM
1098
Concentric Wealth Management
California
$3.1M -$95.7K -248 -3%
NEWAS
1099
N.E.W. Advisory Services
Wisconsin
$3.07M +$279K +724 +11%
BPC
1100
Banque Pictet & Cie
Switzerland
$3.07M +$1.81M +4,692 +165%
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