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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1226
Curi RMB Capital
Illinois
$830K +$133K +327 +18%
ACA
1227
Aptus Capital Advisors
Alabama
$827K -$10.1K -25 -1%
GAM
1228
Griffin Asset Management
New York
$822K +$406 +1 +0%
LWMG
1229
Levy Wealth Management Group
Pennsylvania
$821K -$56K -138 -6%
FCCM
1230
First City Capital Management
Georgia
$821K +$6.49K +16 +0.8%
KM
1231
Kalos Management
Georgia
$821K +$471K +1,160 +155%
FSWA
1232
Financial Synergies Wealth Advisors
Texas
$819K +$23.1K +57 +3%
TIM
1233
Tortoise Investment Management
New York
$816K -$36.5K -90 -4%
MBT
1234
Montecito Bank & Trust
California
$816K -$1.22K -3 -0.1%
SCA
1235
Spearhead Capital Advisors
Florida
$816K +$840K +2,070 New
SFG
1236
Sather Financial Group
Texas
$815K – – –
HCM
1237
HMS Capital Management
Tennessee
$813K – – –
MA
1238
Mezzasalma Advisors
New Jersey
$813K – – –
OWM
1239
Orgel Wealth Management
Wisconsin
$809K -$64.5K -159 -7%
CA
1240
CapWealth Advisors
Tennessee
$807K +$20.3K +50 +3%
SIM
1241
Sterling Investment Management
Arizona
$804K – – –
APW
1242
Aurora Private Wealth
New Jersey
$802K +$825K +2,033 New
TFA
1243
Toth Financial Advisory
Virginia
$798K -$150K -370 -15%
WPW
1244
Warther Private Wealth
Ohio
$798K – – –
RWA
1245
Roberts Wealth Advisors
California
$795K +$818K +2,015 New
VI
1246
Versor Investments
New York
$790K -$1.62M -4,000 -67%
CBT
1247
Central Bank & Trust
Kentucky
$779K – – –
B
1248
Brightworth
Georgia
$779K +$315K +776 +65%
WA
1249
Wealth Advisors
California
$775K – – –
CHA
1250
Carmichael Hill & Associates
Maryland
$775K +$37.3K +92 +5%
48 49
50
51 52