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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1301
FCA Corp
Texas
$534K – – –
KAM
1302
Knightsbridge Asset Management
California
$533K +$28K +79 +6%
CRC
1303
Curi RMB Capital
Illinois
$528K -$11K -31 -2%
PG
1304
Prostatis Group
Maryland
$528K +$270K +760 +110%
ERWM
1305
Elk River Wealth Management
Colorado
$523K -$23.8K -67 -4%
WAM
1306
Weatherly Asset Management
California
$522K -$19.9K -56 -4%
CPA
1307
Court Place Advisors
Maryland
$522K +$3.55K +10 +0.7%
AIM
1308
Avity Investment Management
Connecticut
$521K +$110K +311 +28%
BCA
1309
Bernzott Capital Advisors
California
$520K +$9.57K +27 +2%
AA
1310
Alesco Advisors
New York
$517K +$1.77K +5 +0.4%
RDWM
1311
Red Door Wealth Management
Tennessee
$516K – – –
CC
1312
Cannell & Co
New York
$516K +$73.4K +207 +17%
TWM
1313
Titus Wealth Management
California
$515K -$1.77K -5 -0.4%
WCM
1314
Wealthcare Capital Management
Virginia
$515K – – –
WHG
1315
Westwood Holdings Group
Texas
$514K -$35.1K -99 -7%
BG
1316
Bollard Group
Massachusetts
$510K +$426K +1,200 +600%
RGC
1317
Roberts, Glore & Co
Illinois
$506K -$15.6K -44 -3%
CTA
1318
Chesley Taft & Associates
Illinois
$506K +$23.1K +65 +5%
MSAM
1319
Moloney Securities Asset Management
Missouri
$503K -$18.8K -53 -4%
ODCM
1320
Old Dominion Capital Management
Virginia
$502K -$88.7K -250 -15%
B
1321
Brightworth
Georgia
$502K +$40.1K +113 +9%
FANJ
1322
Financial Architects (New Jersey)
New Jersey
$502K +$163K +461 +50%
BWA
1323
Bordeaux Wealth Advisors
California
$496K – – –
WW
1324
Westshore Wealth
California
$496K +$483K +1,362 New
SW
1325
SlateStone Wealth
Florida
$494K – – –
51 52
53
54 55