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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1401
Taurus Asset Management
New York
$513K – – –
SFM
1402
Signet Financial Management
New Jersey
$512K +$527K +1,299 New
EGA
1403
Eagle Global Advisors
Texas
$511K – – –
PAMG
1404
Patton Albertson Miller Group
Tennessee
$509K +$523K +1,290 New
EWM
1405
Executive Wealth Management
Michigan
$507K +$4.87K +12 +0.9%
CC
1406
Capital Counsel
New York
$506K – – –
CWA
1407
Clarity Wealth Advisors
California
$504K +$518K +1,278 New
CCM
1408
Covington Capital Management
California
$502K – – –
HPWA
1409
Hall Private Wealth Advisors
North Carolina
$502K – – –
MWM
1410
MorganRosel Wealth Management
Colorado
$501K +$1.22K +3 +0.2%
LIA
1411
LS Investment Advisors
Michigan
$497K – – –
YWP
1412
YorkBridge Wealth Partners
New York
$496K -$97.4K -240 -16%
NAM
1413
NTV Asset Management
West Virginia
$494K +$244K +602 +93%
TCM
1414
Telos Capital Management
California
$493K – – –
SW
1415
SlateStone Wealth
Florida
$489K -$8.11K -20 -2%
BHIC
1416
Bassett Hargrove Investment Counsel
Delaware
$489K – – –
DR
1417
Davis Rea
Ontario, Canada
$487K – – –
SSWM
1418
Smith Salley Wealth Management
North Carolina
$486K +$64.9K +160 +15%
CWA
1419
Centennial Wealth Advisory
Michigan
$486K +$78.3K +193 +19%
CT
1420
Caldwell Trust
Florida
$484K +$54.8K +135 +12%
WA
1421
Wealth Architects
California
$483K +$406 +1 +0.1%
BRG
1422
Bay Rivers Group
Virginia
$482K +$10.1K +25 +2%
TFO
1423
Tarbox Family Office
California
$480K -$39.4K -97 -7%
IGGA
1424
Iron Gate Global Advisors
Utah
$478K -$24.3K -60 -5%
FC
1425
FCA Corp
Texas
$477K – – –
55 56
57
58 59