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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
951
New England Professional Planning Group
Rhode Island
$509K -$25.8K -92 -5%
WA
952
Wealth Advisors
California
$504K – – –
ACM
953
American Capital Management
New York
$500K – – –
CB
954
Community Bank
New York
$498K – – –
TCM
955
Telos Capital Management
California
$497K +$20.2K +72 +4%
ATPW
956
Ashton Thomas Private Wealth
Arizona
$496K +$587K +2,096 New
BCA
957
Biltmore Capital Advisors
New Jersey
$495K +$585K +2,088 New
PFM
958
Parsec Financial Management
North Carolina
$494K -$70K -250 -11%
SAM
959
Silvercrest Asset Management
New York
$494K +$17.7K +63 +3%
CA
960
CapWealth Advisors
Tennessee
$490K +$580K +2,069 New
SC
961
Soundwatch Capital
Connecticut
$490K +$580K +2,070 New
RFA
962
Reilly Financial Advisors
California
$489K +$90.2K +322 +18%
3F
963
360 Financial
Minnesota
$485K +$389K +1,387 +210%
WCM
964
Wealthcare Capital Management
Virginia
$482K +$570K +2,035 New
LIA
965
LBMC Investment Advisors
Tennessee
$476K -$45.4K -162 -7%
FMTC
966
Farmers & Merchants Trust Company
California
$474K – – –
FAT
967
First American Trust
California
$471K -$104K -370 -16%
FSA
968
Fort Sheridan Advisors
Illinois
$471K +$88.5K +316 +19%
CBT
969
Central Bank & Trust
Kentucky
$468K -$74.2K -265 -12%
WA
970
Winfield Associates
Ohio
$467K +$10.6K +38 +2%
BFO
971
Boston Family Office
Massachusetts
$462K +$17.7K +63 +3%
ODCM
972
Old Dominion Capital Management
Virginia
$460K – – –
BP
973
BBR Partners
New York
$459K -$1.32M -4,708 -71%
CFG
974
Cooper Financial Group
California
$459K +$285K +1,017 +111%
CIA
975
Covington Investment Advisors
Pennsylvania
$458K – – –
37 38
39
40 41