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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1101
Moseley Investment Management
Florida
$288K -$170K -608 -33%
IWAG
1102
Integer Wealth Advisors Group
Georgia
$287K -$36.1K -129 -11%
FGP
1103
Foyston, Gordon, & Payne
Ontario, Canada
$287K – – –
GWM
1104
GSB Wealth Management
Connecticut
$287K – – –
WAG
1105
Winthrop Advisory Group
Massachusetts
$286K +$1.12K +4 +0.3%
CC
1106
Capital Counsel
New York
$284K – – –
LWANC
1107
Laurel Wealth Advisors (North Carolina)
North Carolina
$283K -$97.8K -349 -23%
FWM
1108
Foresight Wealth Management
Utah
$283K +$335K +1,195 New
AFS
1109
Access Financial Services
Minnesota
$282K -$214K -764 -39%
WR
1110
Watson Rebecca
$282K +$308K +1,099 New
CCM
1111
Coldstream Capital Management
Washington
$281K +$77.3K +276 +30%
TVAMP
1112
Tennessee Valley Asset Management Partners
Tennessee
$280K +$49.3K +176 +17%
I
1113
INVST
Indiana
$279K +$345K +1,233 New
BAAM
1114
Baker Avenue Asset Management
California
$278K -$33.6K -120 -9%
MCM
1115
Maxim Capital Management
California
$278K +$329K +1,173 New
RMC
1116
Resources Management Corp
Connecticut
$277K -$45.4K -162 -12%
DMC
1117
Drexel Morgan & Co
Pennsylvania
$277K – – –
JFGIW
1118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$272K -$131K -467 -29%
FA
1119
Financial Advisors
Massachusetts
$272K +$24.4K +87 +8%
B
1120
Brightworth
Georgia
$271K – – –
CCT
1121
Country Club Trust
Missouri
$270K – – –
JWA
1122
JFS Wealth Advisors
Pennsylvania
$267K -$42.3K -151 -12%
CAC
1123
Certified Advisory Corp
Florida
$267K +$63K +225 +25%
IWP
1124
Icon Wealth Partners
Texas
$266K +$314K +1,122 New
NAM
1125
North American Management
Massachusetts
$265K -$287K -1,025 -48%
43 44
45
46 47