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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1501
Kanawha Capital Management
Virginia
$320K -$1.92K -5 -0.6%
VIP
1502
Vantage Investment Partners
Missouri
$320K – – –
JIP
1503
JBJ Investment Partners
South Carolina
$319K +$22.3K +58 +8%
PCH
1504
PGIM Custom Harvest
New Jersey
$317K – – –
VWM
1505
Vigilare Wealth Management
Arizona
$316K +$11.9K +31 +4%
TCMP
1506
Thrive Capital Management (Pennsylvania)
Pennsylvania
$315K +$307K +800 New
I
1507
INVST
Indiana
$312K +$14.2K +37 +5%
SGK
1508
Steigerwald Gordon & Koch
Virginia
$311K +$768 +2 +0.3%
NAM
1509
NorthCoast Asset Management
Connecticut
$307K +$299K +780 New
CT
1510
Cambridge Trust
Massachusetts
$306K +$65.3K +170 +28%
TAM
1511
Townsend Asset Management
North Carolina
$305K – – –
KM
1512
Kalos Management
Georgia
$304K -$341K -888 -54%
LWM
1513
Lyell Wealth Management
California
$303K +$294K +767 New
SPI
1514
Santori & Peters Inc
Pennsylvania
$302K -$9.21K -24 -3%
VWM
1515
Venturi Wealth Management
Texas
$302K -$768 -2 -0.3%
IAP
1516
Indie Asset Partners
Indiana
$301K -$19.2K -50 -6%
SAM
1517
Silvercrest Asset Management
New York
$301K +$294K +765 New
APC
1518
Aspire Private Capital
North Carolina
$300K -$103K -268 -26%
TWA
1519
TPB Wealth Advisors
Texas
$298K -$16.5K -43 -5%
WCM
1520
WealthBridge Capital Management
Ohio
$298K +$21.9K +57 +8%
RWM
1521
Raffa Wealth Management
District of Columbia
$298K +$58K +151 +25%
HIP
1522
HUB Investment Partners
Texas
$294K +$286K +746 New
KF
1523
Krilogy Financial
Missouri
$293K +$40.7K +106 +17%
CPA
1524
Capital Planning Advisors
California
$291K +$284K +740 New
FPW
1525
Flagship Private Wealth
Massachusetts
$290K -$75.6K -197 -21%
59 60
61
62 63