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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
876
Blue Square Asset Management
New York
$21.3M +$4.84M +7,260 +31%
SIA
877
Sage Investment Advisers
New York
$21.3M +$764K +1,146 +4%
BEAM
878
Baker Ellis Asset Management
Washington
$21.2M +$1.47M +2,201 +8%
MWM
879
Modera Wealth Management
New Jersey
$21.1M +$990K +1,485 +5%
MSFS
880
Main Street Financial Solutions
Pennsylvania
$21.1M +$925K +1,387 +5%
CNBT
881
Cornerstone National Bank & Trust
Illinois
$21M +$8.68M +13,016 +74%
BIAS
882
Beacon Investment Advisory Services
New Jersey
$21M +$3.34M +5,006 +20%
DKCM
883
Davidson Kahn Capital Management
California
$20.9M +$607K +910 +3%
ZIG
884
Zuckerman Investment Group
Illinois
$20.9M +$321K +481 +2%
NFS
885
NewCorp Financial Services
Georgia
$20.8M +$719K +1,079 +4%
HP
886
Holistic Planning
Texas
$20.8M +$3.47M +5,211 +21%
WMWM
887
Whitaker-Myers Wealth Managers
Ohio
$20.7M +$596K +894 +3%
CAC
888
Certified Advisory Corp
Florida
$20.7M +$1.28M +1,913 +7%
AI
889
ArchPoint Investors
Florida
$20.7M +$3.95M +5,930 +25%
DWT
890
Dorsey & Whitney Trust
South Dakota
$20.6M -$4K -6 -0%
ISL
891
Ingalls & Snyder LLC
New York
$20.6M – – –
SAM
892
Secure Asset Management
Michigan
$20.6M +$496K +744 +3%
EFT
893
Envision Financial Transparency
North Carolina
$20.5M +$7.06M +10,592 +36%
MAS
894
Madden Advisory Services
Florida
$20.5M -$1.9M -2,849 -9%
HAC
895
Harbor Advisory Corp
New Hampshire
$20.4M -$1.81M -2,721 -8%
FFA
896
Florida Financial Advisors
Florida
$20.4M +$970K +1,455 +5%
BGA
897
Battery Global Advisors
Massachusetts
$20.4M +$298K +447 +2%
IAA
898
Ironsides Asset Advisors
North Carolina
$20.3M +$15.3K +23 +0.1%
CAM
899
Cozad Asset Management
Illinois
$20.3M +$808K +1,212 +4%
APG
900
Abacus Planning Group
South Carolina
$20.2M -$969K -1,453 -5%
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