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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
1226
Leelyn Smith
Illinois
$1.45M – – –
SWA
1227
SFMG Wealth Advisors
Texas
$1.45M +$110K +260 +9%
FPCG
1228
Fort Pitt Capital Group
Pennsylvania
$1.45M -$169K -400 -11%
DHGWA
1229
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.44M +$1.39M +3,299 New
WA1
1230
Wimmer Associates 1
California
$1.44M +$60.4K +143 +5%
EFG
1231
Everhart Financial Group
Ohio
$1.43M +$13.9K +33 +1%
BA
1232
Bridgewater Advisors
New York
$1.43M +$5.07K +12 +0.4%
MWA
1233
Monograph Wealth Advisors
California
$1.43M +$1.38M +3,272 New
EIP
1234
Ellis Investment Partners
Pennsylvania
$1.42M +$246K +582 +22%
HT
1235
HighTower Trust
Texas
$1.42M +$1.37M +3,250 New
SIA
1236
Sage Investment Advisers
New York
$1.42M +$1.37M +3,245 New
BHWM
1237
Bar Harbor Wealth Management
New Hampshire
$1.41M +$53.6K +127 +4%
RFA
1238
Reilly Financial Advisors
California
$1.41M -$5.91K -14 -0.4%
AWM
1239
Accel Wealth Management
Iowa
$1.41M +$268K +636 +25%
PSP
1240
Principal Street Partners
Tennessee
$1.41M +$9.29K +22 +0.7%
BMD
1241
Better Money Decisions
New Mexico
$1.4M +$442K +1,048 +48%
MCWS
1242
McKinley Carter Wealth Services
West Virginia
$1.4M +$698K +1,653 +107%
AI
1243
Accredited Investors
Minnesota
$1.4M -$1.69K -4 -0.1%
SQA
1244
Simon Quick Advisors
New Jersey
$1.4M +$24.9K +59 +2%
CIA
1245
Choate Investment Advisors
Massachusetts
$1.39M -$15.6K -37 -1%
SNB
1246
Security National Bank
Nebraska
$1.38M – – –
PAM
1247
Peak Asset Management
Colorado
$1.38M +$73.9K +175 +6%
FAM
1248
Formidable Asset Management
Ohio
$1.37M +$14.8K +35 +1%
NFG
1249
Nations Financial Group
Iowa
$1.37M +$98.8K +234 +8%
SBIA
1250
Sheaff Brock Investment Advisors
Indiana
$1.37M +$160K +379 +14%
48 49
50
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