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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2751
Evergreen Wealth Partners
Montana
$803K +$796K +1,281 New
GWM
2752
GDS Wealth Management
Texas
$801K +$82K +132 +12%
BI
2753
Beckerman Institutional
New Jersey
$801K – – –
WA
2754
Walsh & Associates
Florida
$800K +$792K +1,275 New
CBT
2755
Central Bank & Trust
Kentucky
$795K -$2.49K -4 -0.3%
IFA
2756
Interactive Financial Advisors
Illinois
$794K -$88.2K -142 -10%
HCM
2757
Hutchinson Capital Management
California
$793K +$786K +1,265 New
PHWM
2758
Pine Harbor Wealth Management
Maryland
$793K +$116K +187 +17%
LB
2759
Legacy Bridge
Iowa
$793K – – –
AAM
2760
Ackerman Asset Management
Maryland
$793K – – –
CWM
2761
Cahaba Wealth Management
Georgia
$792K -$18K -29 -2%
PWM
2762
Platt Wealth Management
California
$791K +$784K +1,262 New
MIM
2763
Miller Investment Management
Pennsylvania
$788K -$791K -1,273 -50%
BAM
2764
Berkshire Asset Management
Pennsylvania
$787K -$84.5K -136 -10%
SPI
2765
Santori & Peters Inc
Pennsylvania
$787K -$1.24K -2 -0.2%
FB
2766
First Bancorp
Maine
$786K -$55.9K -90 -7%
FNBOMD
2767
First National Bank of Mount Dora
Florida
$785K – – –
OCM
2768
Orion Capital Management
California
$785K +$102K +164 +15%
PFP
2769
Paragon Financial Partners
California
$784K +$26.1K +42 +3%
VNA
2770
Valley National Advisers
Pennsylvania
$784K -$8.7K -14 -1%
SPAS
2771
Spectrum Planning & Advisory Services
California
$783K – – –
OSNBOA
2772
Old Second National Bank of Aurora
Illinois
$780K -$4.35K -7 -0.6%
PA
2773
Perennial Advisors
New York
$779K -$390K -627 -34%
SHFA
2774
SC&H Financial Advisors
Maryland
$778K +$308K +496 +67%
VAM
2775
Verity Asset Management
North Carolina
$778K -$705K -1,135 -48%
109 110
111
112 113