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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2751
Central Bank & Trust
Kentucky
$795K -$2.49K -4 -0.3%
IFA
2752
Interactive Financial Advisors
Illinois
$794K -$88.2K -142 -10%
HCM
2753
Hutchinson Capital Management
California
$793K +$786K +1,265 New
PHWM
2754
Pine Harbor Wealth Management
Maryland
$793K +$116K +187 +17%
LB
2755
Legacy Bridge
Iowa
$793K – – –
AAM
2756
Ackerman Asset Management
Maryland
$793K – – –
CWM
2757
Cahaba Wealth Management
Georgia
$792K -$18K -29 -2%
PWM
2758
Platt Wealth Management
California
$791K +$784K +1,262 New
MIM
2759
Miller Investment Management
Pennsylvania
$788K -$791K -1,273 -50%
BAM
2760
Berkshire Asset Management
Pennsylvania
$787K -$84.5K -136 -10%
SPI
2761
Santori & Peters Inc
Pennsylvania
$787K -$1.24K -2 -0.2%
FB
2762
First Bancorp
Maine
$786K -$55.9K -90 -7%
FNBOMD
2763
First National Bank of Mount Dora
Florida
$785K – – –
OCM
2764
Orion Capital Management
California
$785K +$102K +164 +15%
PFP
2765
Paragon Financial Partners
California
$784K +$26.1K +42 +3%
VNA
2766
Valley National Advisers
Pennsylvania
$784K -$8.7K -14 -1%
SPAS
2767
Spectrum Planning & Advisory Services
California
$783K – – –
OSNBOA
2768
Old Second National Bank of Aurora
Illinois
$780K -$4.35K -7 -0.6%
PA
2769
Perennial Advisors
New York
$779K -$390K -627 -34%
SHFA
2770
SC&H Financial Advisors
Maryland
$778K +$308K +496 +67%
VAM
2771
Verity Asset Management
North Carolina
$778K -$705K -1,135 -48%
CF
2772
Carter Financial
California
$778K +$771K +1,240 New
SIMC
2773
Squire Investment Management Company
Utah
$777K -$28.6K -46 -4%
MWP
2774
Momentum Wealth Planning
Florida
$777K – – –
FM
2775
Foster & Motley
Ohio
$775K – – –
109 110
111
112 113