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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1301
Opus Investment Management
Massachusetts
$670K – – –
HWA
1302
HHM Wealth Advisors
Tennessee
$669K -$127K -312 -16%
CIA
1303
Covington Investment Advisors
Pennsylvania
$669K -$64.9K -160 -9%
MCM
1304
Monument Capital Management
Virginia
$666K +$2.03K +5 +0.3%
CCMG
1305
Clark Capital Management Group
Pennsylvania
$665K -$187K -460 -21%
IAMOG
1306
Investors Asset Management of Georgia
Georgia
$664K – – –
FB
1307
Fulton Bank
Pennsylvania
$660K +$32.5K +80 +5%
MCM
1308
Murphy Capital Management
New Jersey
$659K – – –
FC
1309
Ferris Capital
Massachusetts
$659K +$345K +850 +122%
GGS
1310
Galvin Gaustad & Stein
Arizona
$658K -$63.7K -157 -9%
CC
1311
Courier Capital
New York
$652K -$2.43K -6 -0.4%
AGM
1312
Alpine Global Management
New York
$649K +$668K +1,646 New
TIAM2
1313
Tru Independence Asset Management 2
Oregon
$645K -$6.09K -15 -0.9%
SW
1314
SteelPeak Wealth
California
$645K +$297K +732 +81%
GKWIM
1315
Gerber Kawasaki Wealth & Investment Management
California
$644K -$82.8K -204 -11%
BPC
1316
Banque Pictet & Cie
Switzerland
$644K +$663K +1,633 New
PNAA
1317
Pictet North America Advisors
Switzerland
$644K +$663K +1,633 New
HH
1318
Hilltop Holdings
Texas
$643K +$14.2K +35 +2%
MWA
1319
MFA Wealth Advisors
Pennsylvania
$640K – – –
PFG
1320
PAX Financial Group
Texas
$640K +$74.7K +184 +13%
EF
1321
Exeter Financial
Arizona
$638K +$134K +331 +26%
TC
1322
TownSquare Capital
Utah
$636K +$231K +570 +55%
HIP
1323
HUB Investment Partners
Texas
$636K +$352K +867 +116%
FOA
1324
Five Oceans Advisors
California
$633K +$651K +1,604 New
IIC
1325
Ironwood Investment Counsel
Arizona
$632K +$651K +1,604 New
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