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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
1201
Central Trust Company
Missouri
$820K – – –
VBFP
1202
Valtinson Bruner Financial Planning
Minnesota
$820K +$1.92K +5 +0.2%
GAM
1203
Griffin Asset Management
New York
$820K +$83.3K +217 +12%
MBT
1204
Montecito Bank & Trust
California
$815K -$208K -543 -21%
EIP
1205
Ellis Investment Partners
Pennsylvania
$814K +$52.2K +136 +7%
SFG
1206
Sather Financial Group
Texas
$813K – – –
MA
1207
Mezzasalma Advisors
New Jersey
$811K – – –
HCM
1208
HMS Capital Management
Tennessee
$811K +$791K +2,061 New
TCM
1209
Triumph Capital Management
Colorado
$808K +$774K +2,016 New
SIM
1210
Sterling Investment Management
Arizona
$802K – – –
EI
1211
Ellevest Inc
New York
$802K +$582K +1,516 +291%
FSWA
1212
Financial Synergies Wealth Advisors
Texas
$795K +$19.6K +51 +3%
WA
1213
Wealth Advisors
California
$793K – – –
WPW
1214
Warther Private Wealth
Ohio
$791K +$768K +2,000 New
HWA
1215
HHM Wealth Advisors
Tennessee
$790K +$160K +418 +26%
SFG
1216
SNS Financial Group
Minnesota
$788K – – –
CA
1217
CapWealth Advisors
Tennessee
$785K -$12.3K -32 -2%
CBT
1218
Central Bank & Trust
Kentucky
$778K – – –
BHBT
1219
Burke & Herbert Bank & Trust
Virginia
$767K -$8.83K -23 -1%
CHJWM
1220
Carlton Hofferkamp & Jenks Wealth Management
Texas
$767K +$112K +292 +18%
MM
1221
Meridian Management
Arkansas
$763K -$129K -335 -15%
WPA
1222
Winning Points Advisors
Florida
$761K – – –
KFC
1223
Klingenstein Fields & Co
New York
$758K – – –
SC
1224
Sawyer & Company
Massachusetts
$754K -$6.14K -16 -0.8%
NEWAS
1225
N.E.W. Advisory Services
Wisconsin
$754K +$69.5K +181 +10%
47 48
49
50 51