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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
876
Coldstream Capital Management
Washington
$297K – – –
FSA
877
Fort Sheridan Advisors
Illinois
$297K +$320K +1,292 New
GWMIA
878
Global Wealth Management Investment Advisory
Florida
$296K +$319K +1,289 New
JA
879
JOYN Advisors
Georgia
$295K – – –
1IA
880
1834 Investment Advisors
Wisconsin
$292K – – –
BWA
881
BDO Wealth Advisors
Florida
$291K +$2.73K +11 +0.9%
BCFS
882
Butensky & Cohen Financial Security
Florida
$291K +$39.6K +160 +14%
OCM
883
Orser Capital Management
Texas
$287K – – –
VWM
884
Valley Wealth Managers
New Jersey
$286K +$308K +1,244 New
NL
885
NWAM LLC
Washington
$282K -$401K -1,617 -57%
BPB
886
Badgley, Phelps & Bell
Washington
$282K +$304K +1,226 New
TL
887
TrueWealth LLC
Georgia
$279K +$2.23K +9 +0.7%
VWM
888
Venturi Wealth Management
Texas
$279K +$349K +1,410 New
SBSB
889
Sullivan, Bruyette, Speros & Blaney
Virginia
$278K -$484K -1,952 -62%
CC
890
Capital Counsel
New York
$276K – – –
AUB
891
Atlantic Union Bankshares
Virginia
$274K -$39.6K -160 -12%
EWM
892
Empirical Wealth Management
Washington
$274K +$11.9K +48 +4%
WAG
893
Winthrop Advisory Group
Massachusetts
$271K +$292K +1,180 New
DWM
894
Doyle Wealth Management
Florida
$270K -$54.7K -221 -16%
DMC
895
Drexel Morgan & Co
Pennsylvania
$269K – – –
VBFP
896
Valtinson Bruner Financial Planning
Minnesota
$268K +$289K +1,165 New
SQA
897
Simon Quick Advisors
New Jersey
$266K -$276K -1,115 -49%
BWI
898
Beacon Wealthcare Inc
North Carolina
$266K +$287K +1,158 New
FTC
899
Farmers Trust Company
Ohio
$265K -$12.9K -52 -4%
ST
900
Sentinel Trust
Texas
$265K – – –
34 35
36
37 38