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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1626
Waddell & Associates
Tennessee
$3.22M -$198K -377 -6%
FNA
1627
First National Advisers
Nebraska
$3.22M -$6.31K -12 -0.2%
OIC
1628
Orion Investment Company
Missouri
$3.22M +$2.98M +5,663 New
TIM
1629
Tortoise Investment Management
New York
$3.19M +$682K +1,298 +30%
TWM
1630
Tolleson Wealth Management
Texas
$3.19M +$1.67M +3,185 +132%
MW
1631
MBL Wealth
North Carolina
$3.18M +$102K +195 +4%
PWP
1632
Principle Wealth Partners
Connecticut
$3.16M +$269K +511 +10%
GSIS
1633
Global Strategic Investment Solutions
Arizona
$3.16M -$1.05K -2 -0%
SFWC
1634
Strategic Family Wealth Counselors
New Jersey
$3.14M -$270K -513 -8%
DFC
1635
DBK Financial Counsel
Ohio
$3.13M +$231K +440 +9%
EDRH
1636
Edmond de Rothschild Holding
Switzerland
$3.13M -$704K -1,340 -20%
TWA
1637
TCI Wealth Advisors
Arizona
$3.13M +$407K +775 +16%
WA
1638
Wealth Architects
California
$3.12M +$340K +646 +13%
PB
1639
Prime Buchholz
New Hampshire
$3.11M +$61K +116 +2%
AWM
1640
Aprio Wealth Management
Georgia
$3.1M +$5.26K +10 +0.2%
HCP
1641
Hardin Capital Partners
South Carolina
$3.09M +$393K +748 +16%
DI
1642
Disciplined Investors
Texas
$3.09M +$26.3K +50 +0.9%
HW
1643
HORAN Wealth
Ohio
$3.08M +$2.85M +5,428 New
KCM
1644
Kathmere Capital Management
Pennsylvania
$3.08M -$17.9K -34 -0.6%
WLPWM
1645
Walled Lake Planning & Wealth Management
Illinois
$3.08M -$373K -709 -12%
VWM
1646
Vermillion Wealth Management
Minnesota
$3.07M +$11K +21 +0.4%
RFS
1647
Richardson Financial Services
Massachusetts
$3.07M +$76.2K +145 +3%
TP
1648
Tranquility Partners
Tennessee
$3.05M -$1.58K -3 -0.1%
WCG
1649
Weaver Consulting Group
California
$3.05M +$1.05K +2 +0%
SMF
1650
Scott Marsh Financial
Utah
$3.04M +$2.81M +5,352 New
64 65
66
67 68