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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1326
Panagora Asset Management
Massachusetts
$398K -$92.6K -284 -20%
NSAM
1327
North Star Asset Management
Wisconsin
$397K +$377K +1,156 New
CWM
1328
Chesapeake Wealth Management
Virginia
$395K -$8.15K -25 -2%
JFGIW
1329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$395K – – –
GA
1330
GFS Advisors
Texas
$395K +$16.3K +50 +5%
FA
1331
Financial Advisors
Massachusetts
$394K +$326 +1 +0.1%
CA
1332
Continuum Advisory
Idaho
$394K +$13.4K +41 +4%
SI
1333
Shaker Investments
Ohio
$394K +$48.9K +150 +15%
FFS
1334
Founders Financial Securities
Maryland
$394K +$374K +1,148 New
MKC
1335
M. Kraus & Co
Vermont
$392K – – –
3F
1336
360 Financial
Minnesota
$388K -$299K -917 -45%
JWA
1337
JFS Wealth Advisors
Pennsylvania
$387K – – –
ODG
1338
O'Dell Group
Ohio
$387K +$367K +1,127 New
JWM
1339
Janiczek Wealth Management
Colorado
$386K -$37.5K -115 -9%
BFS
1340
Bradley Foster & Sargent
Connecticut
$386K +$61.9K +190 +20%
ZIM
1341
Zacks Investment Management
Illinois
$386K +$366K +1,124 New
CCT
1342
Country Club Trust
Missouri
$385K – – –
NA
1343
Nottingham Advisors
New York
$385K +$1.63K +5 +0.4%
AIM
1344
Avity Investment Management
Connecticut
$385K +$365K +1,120 New
NAM
1345
North American Management
Massachusetts
$385K – – –
FAG
1346
Financial Advisory Group
Texas
$382K -$55.4M -170,008 -99%
SN
1347
Sittner & Nelson
Oregon
$381K +$362K +1,110 New
CWP
1348
Curated Wealth Partners
California
$378K +$358K +1,099 New
CF
1349
Copperwynd Financial
Arizona
$375K +$356K +1,092 New
LAM
1350
LifePro Asset Management
California
$373K +$353K +1,084 New
52 53
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55 56