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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HSG
1676
Helen Stephens Group
Texas
$490K +$48.3K +118 +11%
CC
1677
Commons Capital
Massachusetts
$489K -$9.82K -24 -2%
JWA
1678
JFS Wealth Advisors
Pennsylvania
$485K -$36K -88 -7%
SAM
1679
Seelaus Asset Management
New Jersey
$484K +$1.23K +3 +0.3%
VWM
1680
Venturi Wealth Management
Texas
$484K +$163K +397 +52%
SAM
1681
Strategy Asset Managers
California
$484K +$477K +1,165 New
TC
1682
Telemus Capital
Michigan
$482K -$64.3K -157 -12%
ASW
1683
Astoria Strategic Wealth
Texas
$482K – – –
DAM
1684
Draper Asset Management
New York
$480K – – –
SCA
1685
Stonebridge Capital Advisors
Minnesota
$480K +$102K +248 +27%
APIM
1686
Agate Pass Investment Management
Washington
$479K +$217K +531 +85%
RWM
1687
Refined Wealth Management
Utah
$478K -$228K -556 -33%
NAM
1688
NTV Asset Management
West Virginia
$478K – – –
MCM
1689
Morton Capital Management
California
$477K +$2.05K +5 +0.4%
HW
1690
Hancock Whitney
Mississippi
$477K +$108K +264 +30%
AUB
1691
Atlantic Union Bankshares
Virginia
$475K – – –
3F
1692
360 Financial
Minnesota
$474K – – –
CIAS
1693
Capital Investment Advisory Services
North Carolina
$474K +$32.8K +80 +8%
SC
1694
Sawyer & Company
Massachusetts
$473K -$255K -624 -35%
BRG
1695
Bay Rivers Group
Virginia
$470K -$12.3K -30 -3%
KCM
1696
Kathmere Capital Management
Pennsylvania
$469K -$2.46K -6 -0.5%
CCM
1697
Chiron Capital Management
Florida
$469K +$7.37K +18 +2%
GWSG
1698
GPS Wealth Strategies Group
Colorado
$469K +$29.9K +73 +7%
CIC
1699
Chilton Investment Company
Connecticut
$465K +$459K +1,121 New
VFG
1700
V2 Financial group
Illinois
$465K +$150K +366 +49%
66 67
68
69 70