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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1201
Alta Advisers
United Kingdom
$9.28M – – –
ACM
1202
Ategra Capital Management
Virginia
$9.23M – – –
AIM
1203
Advyzon Investment Management
Illinois
$9.22M +$3.21M +5,168 +54%
CWL
1204
Causey Wealth LLC
Colorado
$9.17M +$1.9M +3,057 +26%
GWM
1205
Greenhouse Wealth Management
Connecticut
$9.16M -$34.8K -56 -0.4%
TWM
1206
Tanager Wealth Management
United Kingdom
$9.12M +$1.47M +2,358 +19%
FA
1207
Fiduciary Alliance
South Carolina
$9.11M +$1.07M +1,718 +13%
MAG
1208
M3 Advisory Group
Massachusetts
$9.09M +$2.59M +4,168 +40%
PL
1209
Parthenon LLC
Kentucky
$9.08M -$410K -660 -4%
BFG
1210
Birch Financial Group
New Hampshire
$9.08M +$195K +314 +2%
DDC
1211
DF Dent & Co
Maryland
$9.08M +$270K +435 +3%
CM
1212
Columbus Macro
Pennsylvania
$9.06M +$51.6K +83 +0.6%
SFMG
1213
Sage Financial Management Group
Virginia
$9.05M -$31.7K -51 -0.4%
SCTC
1214
Sanibel Captiva Trust Company
Florida
$9.05M +$132K +213 +1%
DIA
1215
Dana Investment Advisors
Wisconsin
$9M +$329K +529 +4%
KA
1216
KDT Advisors
New York
$9M – – –
OWM
1217
Omnitrust Wealth Management
Florida
$8.99M +$8.91M +14,334 New
TCA
1218
Transcend Capital Advisors
New Jersey
$8.98M -$325K -523 -4%
HI
1219
Hudock Inc
Pennsylvania
$8.97M +$80.2K +129 +0.9%
MBT
1220
Montecito Bank & Trust
California
$8.97M +$5.86M +9,429 +193%
SLG
1221
Stanley-Laman Group
Pennsylvania
$8.96M +$3.48M +5,606 +65%
EFG
1222
Embree Financial Group
Illinois
$8.95M -$68.4K -110 -0.8%
NSAM
1223
North Star Asset Management
Wisconsin
$8.94M +$55.9K +90 +0.6%
HP
1224
Harvey Partners
New York
$8.91M +$8.82M +14,200 New
SA
1225
Sovran Advisors
California
$8.89M -$1.86M -2,994 -18%
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