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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1501
Zions Bancorporation
Utah
$1.07M – – –
BCA
1502
Bernzott Capital Advisors
California
$1.07M -$13.9K -34 -1%
PAS
1503
Professional Advisory Services
Florida
$1.07M -$3.68K -9 -0.3%
TWM
1504
Tolleson Wealth Management
Texas
$1.07M – – –
TCM
1505
Triumph Capital Management
Colorado
$1.07M -$269K -658 -20%
SAM
1506
Summit Asset Management
Tennessee
$1.07M – – –
AWM
1507
Austin Wealth Management
Texas
$1.07M +$1.04M +2,546 New
PDM
1508
Penn Davis McFarland
Texas
$1.06M – – –
IAS
1509
Investment Advisory Services
Texas
$1.06M +$234K +572 +27%
VNB
1510
Virginia National Bank
Virginia
$1.05M -$1.94M -4,755 -64%
HGERS
1511
Householder Group Estate & Retirement Specialist
Arizona
$1.05M +$1.09M +2,674 New
PD
1512
Planning Directions
Pennsylvania
$1.05M +$4.09K +10 +0.4%
GAM
1513
GEM Asset Management
Michigan
$1.05M +$4.09K +10 +0.4%
FWA
1514
FSM Wealth Advisors
Ohio
$1.04M +$28.2K +69 +3%
MIP
1515
Marietta Investment Partners
Wisconsin
$1.04M – – –
GFL
1516
Granite FO LLC
New Hampshire
$1.04M +$409 +1 +0%
BFA
1517
Bragg Financial Advisors
North Carolina
$1.03M +$858K +2,098 +393%
HWM
1518
HighMark Wealth Management
Minnesota
$1.02M +$4.09K +10 +0.4%
MHB
1519
Midwest Heritage Bank
Iowa
$1.02M -$47.8K -117 -4%
BHIA
1520
Birch Hill Investment Advisors
Massachusetts
$1.02M -$36.8K -90 -3%
ECM
1521
EagleClaw Capital Management
Massachusetts
$1.02M – – –
SIM
1522
Sterling Investment Management
Arizona
$1.01M – – –
FIM
1523
Freedom Investment Management
Connecticut
$1.01M +$76.5K +187 +8%
AA
1524
Apriem Advisors
California
$1.01M -$26.6K -65 -2%
IAMOG
1525
Investors Asset Management of Georgia
Georgia
$1.01M -$40.1K -98 -4%
59 60
61
62 63