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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2901
Cyr Financial
Illinois
$316K +$11.4K +21 +4%
HCM
2902
Highview Capital Management
Illinois
$315K – – –
MF
2903
Manchester Financial
California
$315K +$72.6K +134 +30%
PHAM
2904
Palisades Hudson Asset Management
Florida
$315K +$317K +585 New
UAS
2905
United Asset Strategies
New York
$315K +$47.7K +88 +18%
GC
2906
Giverny Capital
Quebec, Canada
$315K +$316K +584 New
PMIM
2907
Prudent Man Investment Management
Colorado
$314K +$315K +582 New
RCM
2908
Riggs Capital Management
Utah
$313K +$315K +581 New
GPA
2909
Garrison Point Advisors
California
$312K – – –
KFP
2910
KMG Fiduciary Partners
Ohio
$312K +$3.25K +6 +1%
PWM
2911
Palumbo Wealth Management
New York
$312K -$9.75K -18 -3%
OA
2912
Oceanside Advisors
South Carolina
$311K +$11.9K +22 +4%
RFA
2913
Resurgent Financial Advisors
Georgia
$310K – – –
CICC
2914
Capital Investment Counsel (Colorado)
Colorado
$308K -$870K -1,606 -74%
CIS
2915
Connors Investor Services
Pennsylvania
$308K – – –
AFP
2916
Advus Financial Partners
Florida
$308K -$9.75K -18 -3%
FWM
2917
Forefront Wealth Management
Pennsylvania
$307K +$309K +570 New
WBC
2918
West Branch Capital
Massachusetts
$306K -$9.21K -17 -3%
SHFA
2919
SC&H Financial Advisors
Maryland
$306K +$28.2K +52 +10%
MKA
2920
M. Kulyk & Associates
Georgia
$306K – – –
HFS
2921
Hantz Financial Services
Michigan
$305K -$103K -190 -25%
PF
2922
Penney Financial
Texas
$305K +$84.5K +156 +38%
MHR
2923
Matthew Hamilton Rosenberg
$304K – – –
RAM
2924
Riggs Asset Management
Pennsylvania
$303K +$1.08K +2 +0.4%
IFPG
2925
Intrepid Financial Planning Group
Indiana
$303K -$6.5K -12 -2%
115 116
117
118 119