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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
1126
Capasso Planning Partners
South Carolina
$2.88M -$227K -554 -7%
WIM
1127
Warwick Investment Management
Texas
$2.87M – – –
BFO
1128
Boston Family Office
Massachusetts
$2.86M +$336K +821 +13%
BMCM
1129
Bryn Mawr Capital Management
Pennsylvania
$2.86M +$352K +862 +13%
CIA
1130
Capital Investment Advisors
Georgia
$2.86M +$2.98M +7,277 New
OSAM
1131
O'Shaughnessy Asset Management
Connecticut
$2.85M -$3.27K -8 -0.1%
ADL
1132
Asset Dedication LLC
California
$2.85M +$20.4K +50 +0.7%
FSC
1133
Full Sail Capital
Oklahoma
$2.84M +$119K +290 +4%
SF
1134
Safeguard Financial
Wisconsin
$2.83M +$628K +1,535 +27%
OC
1135
Oarsman Capital
Wisconsin
$2.82M +$256K +626 +10%
JGIA
1136
Jackson Grant Investment Advisers
Connecticut
$2.82M +$7.36K +18 +0.3%
CWM
1137
ClientFirst Wealth Management
Arkansas
$2.79M – – –
BCM
1138
Becker Capital Management
Oregon
$2.79M -$60.5K -148 -2%
BA
1139
Bristlecone Advisors
Washington
$2.78M -$155K -379 -5%
BPFA
1140
Barnes Pettey Financial Advisors
Mississippi
$2.77M -$83K -203 -3%
QCG
1141
Quadrant Capital Group
Ohio
$2.77M -$25.8K -63 -0.9%
CCA
1142
Cobblestone Capital Advisors
New York
$2.76M +$13.9K +34 +0.5%
IC
1143
Iconiq Capital
California
$2.76M -$9.81K -24 -0.3%
AWM
1144
Avondale Wealth Management
Texas
$2.74M – – –
FA
1145
Flagstar Advisors
New York
$2.74M +$32.7K +80 +1%
LFS
1146
Legacy Financial Strategies
Kansas
$2.73M +$146K +357 +6%
RWP
1147
RWA Wealth Partners
Massachusetts
$2.71M +$229K +560 +9%
RIM
1148
RW Investment Management
Idaho
$2.71M -$157K -385 -5%
SWM
1149
Stockman Wealth Management
Montana
$2.7M -$195K -476 -6%
CCP
1150
Clarkston Capital Partners
Michigan
$2.67M – – –
44 45
46
47 48