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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
876
Burney Company
Virginia
$21.6M +$142K +213 +0.7%
OCWP
877
Owl Creek Wealth Partners
Colorado
$21.5M +$34.7K +52 +0.2%
SCM
878
Sunbeam Capital Management
Georgia
$21.4M +$108K +162 +0.5%
FSA
879
Fort Sheridan Advisors
Illinois
$21.4M -$94.7K -142 -0.5%
1I
880
1888 Investments
Colorado
$21.3M +$20.7M +31,060 New
BSAM
881
Blue Square Asset Management
New York
$21.3M +$4.84M +7,260 +31%
SIA
882
Sage Investment Advisers
New York
$21.3M +$764K +1,146 +4%
BEAM
883
Baker Ellis Asset Management
Washington
$21.2M +$1.47M +2,201 +8%
MWM
884
Modera Wealth Management
New Jersey
$21.1M +$990K +1,485 +5%
MSFS
885
Main Street Financial Solutions
Pennsylvania
$21.1M +$925K +1,387 +5%
CNBT
886
Cornerstone National Bank & Trust
Illinois
$21M +$8.68M +13,016 +74%
BIAS
887
Beacon Investment Advisory Services
New Jersey
$21M +$3.34M +5,006 +20%
DKCM
888
Davidson Kahn Capital Management
California
$20.9M +$607K +910 +3%
ZIG
889
Zuckerman Investment Group
Illinois
$20.9M +$321K +481 +2%
NFS
890
NewCorp Financial Services
Georgia
$20.8M +$719K +1,079 +4%
HP
891
Holistic Planning
Texas
$20.8M +$3.47M +5,211 +21%
WMWM
892
Whitaker-Myers Wealth Managers
Ohio
$20.7M +$596K +894 +3%
CAC
893
Certified Advisory Corp
Florida
$20.7M +$1.28M +1,913 +7%
AI
894
ArchPoint Investors
Florida
$20.7M +$3.95M +5,930 +25%
DWT
895
Dorsey & Whitney Trust
South Dakota
$20.6M -$4K -6 -0%
ISL
896
Ingalls & Snyder LLC
New York
$20.6M – – –
SAM
897
Secure Asset Management
Michigan
$20.6M +$496K +744 +3%
EFT
898
Envision Financial Transparency
North Carolina
$20.5M +$7.06M +10,592 +36%
MAS
899
Madden Advisory Services
Florida
$20.5M -$1.9M -2,849 -9%
HAC
900
Harbor Advisory Corp
New Hampshire
$20.4M -$1.81M -2,721 -8%
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