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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1201
Aptus Capital Advisors
Alabama
$835K – – –
SFP
1202
Strategic Financial Partners
Oregon
$831K +$61.4K +160 +8%
WHG
1203
Westwood Holdings Group
Texas
$827K +$266K +693 +49%
FSA
1204
Fort Sheridan Advisors
Illinois
$822K +$36.1K +94 +5%
CTC
1205
Central Trust Company
Missouri
$820K – – –
VBFP
1206
Valtinson Bruner Financial Planning
Minnesota
$820K +$1.92K +5 +0.2%
GAM
1207
Griffin Asset Management
New York
$820K +$83.3K +217 +12%
MBT
1208
Montecito Bank & Trust
California
$815K -$208K -543 -21%
EIP
1209
Ellis Investment Partners
Pennsylvania
$814K +$52.2K +136 +7%
SFG
1210
Sather Financial Group
Texas
$813K – – –
MA
1211
Mezzasalma Advisors
New Jersey
$811K – – –
HCM
1212
HMS Capital Management
Tennessee
$811K +$791K +2,061 New
TCM
1213
Triumph Capital Management
Colorado
$808K +$774K +2,016 New
SIM
1214
Sterling Investment Management
Arizona
$802K – – –
EI
1215
Ellevest Inc
New York
$802K +$582K +1,516 +291%
FSWA
1216
Financial Synergies Wealth Advisors
Texas
$795K +$19.6K +51 +3%
WA
1217
Wealth Advisors
California
$793K – – –
WPW
1218
Warther Private Wealth
Ohio
$791K +$768K +2,000 New
HWA
1219
HHM Wealth Advisors
Tennessee
$790K +$160K +418 +26%
SFG
1220
SNS Financial Group
Minnesota
$788K – – –
CA
1221
CapWealth Advisors
Tennessee
$785K -$12.3K -32 -2%
CBT
1222
Central Bank & Trust
Kentucky
$778K – – –
BHBT
1223
Burke & Herbert Bank & Trust
Virginia
$767K -$8.83K -23 -1%
CHJWM
1224
Carlton Hofferkamp & Jenks Wealth Management
Texas
$767K +$112K +292 +18%
MM
1225
Meridian Management
Arkansas
$763K -$129K -335 -15%
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