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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1101
Cobblestone Capital Advisors
New York
$2.48M +$243K +689 +11%
JGIA
1102
Jackson Grant Investment Advisers
Connecticut
$2.48M +$35.3K +100 +1%
PIA
1103
Perennial Investment Advisors
California
$2.47M -$156K -441 -6%
MHS
1104
M Holdings Securities
Oregon
$2.46M -$8.95M -25,326 -78%
BMA
1105
Brooks Moore & Associates
Tennessee
$2.45M +$188K +532 +8%
CWM
1106
ClientFirst Wealth Management
Arkansas
$2.45M – – –
IFO
1107
Independent Family Office
New York
$2.44M +$591K +1,672 +32%
JWWM
1108
Johnson & White Wealth Management
Pennsylvania
$2.43M +$48.8M +138,027 New
SWM
1109
SeaCrest Wealth Management
New York
$2.43M +$231K +653 +10%
GC
1110
Giverny Capital
Quebec, Canada
$2.42M +$2.44M +6,900 New
BA
1111
Bristlecone Advisors
Washington
$2.42M -$3.77M -10,658 -61%
CCA
1112
Childress Capital Advisors
Texas
$2.41M +$28.6K +81 +1%
BFS
1113
Bradley Foster & Sargent
Connecticut
$2.4M +$230K +651 +11%
QCG
1114
Quadrant Capital Group
Ohio
$2.39M -$5.65K -16 -0.2%
SCA
1115
Sage Capital Advisors
South Dakota
$2.37M +$2.12K +6 +0.1%
OSAM
1116
O'Shaughnessy Asset Management
Connecticut
$2.37M -$189K -536 -7%
BPFA
1117
Barnes Pettey Financial Advisors
Mississippi
$2.37M +$173K +491 +8%
CWP
1118
CFM Wealth Partners
Texas
$2.36M -$4.59K -13 -0.2%
SLG
1119
Stanley-Laman Group
Pennsylvania
$2.36M +$15.9K +45 +0.7%
CWP
1120
Curated Wealth Partners
California
$2.36M -$1.04M -2,931 -30%
BCM
1121
Bayesian Capital Management
New York
$2.35M +$2.37M +6,700 New
CWA
1122
Consilio Wealth Advisors
Washington
$2.35M -$543K -1,538 -19%
PIMG
1123
Patriot Investment Management Group
Tennessee
$2.33M -$2.75M -7,795 -56%
ZIM
1124
Zacks Investment Management
Illinois
$2.32M +$173K +489 +8%
WRPWM
1125
Werba Rubin Papier Wealth Management
California
$2.3M +$2.32M +6,556 New
43 44
45
46 47