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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2826
CIM LLC
New York
$356K – – –
EMAM
2827
Encompass More Asset Management
California
$355K +$47.6K +88 +15%
NPT
2828
Nixon Peabody Trust
Massachusetts
$355K +$28.1K +52 +8%
SGI
2829
Summit Global Investments
Utah
$354K +$110K +204 +42%
WH
2830
Willner & Heller
California
$354K +$14.1K +26 +4%
FAG
2831
Fortitude Advisory Group
Washington
$353K -$246K -455 -38%
NLP
2832
Next Level Private
New York
$352K +$541 +1 +0.1%
PA
2833
Paragon Advisors
Texas
$352K -$11.9K -22 -3%
WIA
2834
Wealthedge Investment Advisors
New York
$352K – – –
KCAM
2835
Kagan Cocozza Asset Management
New Jersey
$352K – – –
KCPT
2836
Kingstone Capital Partners Texas
Texas
$352K +$1.08K +2 +0.3%
HWA
2837
Heritage Wealth Architects
Minnesota
$352K +$370K +684 New
AWA
2838
ARQ Wealth Advisors
Arizona
$352K +$8.65K +16 +2%
LOIP
2839
Live Oak Investment Partners
Texas
$352K +$370K +684 New
RCG
2840
Ruane, Cunniff & Goldfarb
New York
$350K +$369K +682 New
RWM
2841
Riverbend Wealth Management
South Carolina
$350K +$106K +196 +40%
RBWA
2842
RFG - Bristol Wealth Advisors
Massachusetts
$350K -$25.9K -48 -7%
SIC
2843
Samalin Investment Counsel
New York
$350K +$1.08K +2 +0.3%
CCA
2844
Cadent Capital Advisors
Oklahoma
$350K +$8.65K +16 +2%
CPA
2845
Compass Planning Associates
Massachusetts
$350K +$125K +232 +52%
KB
2846
Kimelman & Baird
New York
$349K – – –
FWM
2847
FFT Wealth Management
Pennsylvania
$348K -$528M -976,392 -100%
MF
2848
Manchester Financial
California
$348K +$49.7K +92 +16%
FA
2849
Fagan Associates
New York
$348K +$541 +1 +0.1%
LRPA
2850
L. Roy Papp & Associates
Arizona
$347K +$3.24K +6 +0.9%
112 113
114
115 116