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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1101
Moloney Securities Asset Management
Missouri
$449K -$27.5K -102 -6%
GA
1102
Greytown Advisors
Florida
$449K +$424K +1,577 New
MAS
1103
Managed Account Services
Florida
$448K +$67.8K +252 +20%
VDI
1104
Vaughan David Investments
Illinois
$447K -$401K -1,489 -49%
IFG
1105
Investors Financial Group
Minnesota
$444K +$11.6K +43 +3%
SFP
1106
Strategic Financial Partners
Oregon
$442K +$420K +1,559 New
FSWA
1107
Financial Synergies Wealth Advisors
Texas
$441K -$556K -2,067 -57%
SS
1108
Sunbelt Securities
Texas
$441K -$50.3K -187 -11%
MW
1109
Marcum Wealth
Ohio
$439K +$126K +469 +43%
TSA
1110
Tri-Star Advisors
Texas
$439K +$400K +1,487 New
APP
1111
Avantax Planning Partners
Iowa
$437K +$48.7K +181 +13%
FWSM
1112
First Wilshire Securities Management
California
$434K – – –
AA
1113
Alesco Advisors
New York
$434K +$17.2K +64 +4%
EP
1114
Eudaimonia Partners
Tennessee
$432K -$345K -1,280 -46%
WCM
1115
Wealthcare Capital Management
Virginia
$429K -$140K -521 -26%
CNBTD
1116
Citizens National Bank Trust Department
Mississippi
$428K +$406K +1,510 New
NWP
1117
Northstar Wealth Partners
Connecticut
$427K – – –
AIS
1118
American Investment Services
Massachusetts
$426K -$17.8K -66 -4%
FCA
1119
FinTrust Capital Advisors
South Carolina
$424K -$26.9K -100 -6%
RGC
1120
Roberts, Glore & Co
Illinois
$423K +$9.42K +35 +2%
RDWM
1121
Red Door Wealth Management
Tennessee
$421K – – –
CRC
1122
Curi RMB Capital
Illinois
$419K -$61.6K -229 -13%
QAM
1123
QCI Asset Management
New York
$417K -$58.4K -217 -13%
FC
1124
FCA Corp
Texas
$415K – – –
DLHL
1125
Donald L. Hagan LLC
Florida
$414K -$153K -568 -28%
43 44
45
46 47