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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2501
Cahaba Wealth Management
Georgia
$791K +$73.7K +125 +11%
NRG
2502
Nemes Rush Group
Michigan
$790K +$15.9K +27 +2%
AMM
2503
American Money Management
California
$790K -$36.5K -62 -5%
LWM
2504
Lakeridge Wealth Management
Ohio
$788K +$28.3K +48 +4%
EB
2505
Emprise Bank
Kansas
$788K – – –
SIMC
2506
Squire Investment Management Company
Utah
$787K +$758K +1,286 New
CPA
2507
Compass Planning Associates
Massachusetts
$785K +$290K +492 +62%
SFG
2508
SNS Financial Group
Minnesota
$784K -$46.6K -79 -6%
WAM
2509
Weatherly Asset Management
California
$783K – – –
FCM
2510
Firestone Capital Management
Florida
$783K +$1.18K +2 +0.2%
BI
2511
Beckerman Institutional
New Jersey
$782K +$1.77K +3 +0.2%
FCM
2512
Family Capital Management
Michigan
$781K +$57.2K +97 +8%
HFM
2513
Hartford Financial Management
Connecticut
$780K +$141K +240 +23%
THL
2514
Tillman Hartley LLC
Colorado
$780K -$914K -1,550 -55%
CBT
2515
Central Bank & Trust
Kentucky
$778K +$10K +17 +1%
SFS
2516
Symphony Financial Services
Ohio
$775K +$421K +715 +130%
CWM
2517
Cranbrook Wealth Management
Michigan
$774K -$18.3K -31 -2%
LB
2518
Legacy Bridge
Iowa
$774K +$29.5K +50 +4%
AAM
2519
Ackerman Asset Management
Maryland
$774K – – –
VNA
2520
Valley National Advisers
Pennsylvania
$773K +$589 +1 +0.1%
RCA
2521
Ranch Capital Advisors
Florida
$771K +$740K +1,256 New
PF
2522
Penney Financial
Texas
$770K +$197K +334 +36%
SPI
2523
Santori & Peters Inc
Pennsylvania
$769K +$96.1K +163 +15%
MFG
2524
Midwest Financial Group
Kansas
$768K +$1.18K +2 +0.2%
FNBOMD
2525
First National Bank of Mount Dora
Florida
$767K – – –
99 100
101
102 103