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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1926
Studio Investment Management
Illinois
$701K +$560K +1,368 +580%
DCM
1927
Donaldson Capital Management
Indiana
$700K +$215K +524 +49%
WG
1928
Watchman Group
Texas
$699K +$655K +1,600 New
WP
1929
WealthPLAN Partners
Nebraska
$698K +$7.78K +19 +1%
HCMT
1930
Highland Capital Management (Tennessee)
Tennessee
$697K +$53.2K +130 +9%
IP
1931
Intellectus Partners
California
$693K -$199K -486 -23%
TC
1932
Telemus Capital
Michigan
$690K -$186K -454 -22%
WCM
1933
Washburn Capital Management
Florida
$689K -$25.8K -63 -4%
WFMPM
1934
Woodley Farra Manion Portfolio Management
Indiana
$688K -$10.6K -26 -2%
RCWMU
1935
Rothschild & Co Wealth Management (UK)
United Kingdom
$688K – – –
RPSA
1936
Richard P. Slaughter Associates
Texas
$685K – – –
SFWC
1937
Strategic Family Wealth Counselors
New Jersey
$684K +$215K +526 +51%
DCM
1938
Dimension Capital Management
Florida
$684K +$13.1K +32 +2%
FNFDCM
1939
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$681K -$383K -936 -38%
AA
1940
Ashford Advisors
New York
$678K – – –
OPWM
1941
Oakwell Private Wealth Management
Texas
$677K -$31.1K -76 -5%
HWM
1942
HighMark Wealth Management
Minnesota
$677K -$432K -1,055 -40%
CD
1943
Chapin Davis
Maryland
$677K +$409 +1 +0.1%
IC
1944
Iconiq Capital
California
$677K +$3.47M +8,473 +121%
WA
1945
Wealth Architects
California
$675K -$187K -457 -23%
BAWC
1946
Boyce & Associates Wealth Consulting
Texas
$675K – – –
SWM
1947
Sugarloaf Wealth Management
Georgia
$672K +$93.8K +229 +17%
PWM
1948
PBMares Wealth Management
Virginia
$671K +$628K +1,535 New
3AM
1949
3EDGE Asset Management
Florida
$670K +$628K +1,535 New
FWSM
1950
First Wilshire Securities Management
California
$670K – – –
76 77
78
79 80