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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1526
Colonial River Investments
Virginia
$288K -$7.68K -20 -3%
CWM
1527
Cranbrook Wealth Management
Michigan
$287K – – –
OEP
1528
Ocean Endowment Partners
Illinois
$285K -$516K -1,344 -58%
VFG
1529
V2 Financial group
Illinois
$285K +$15.7K +41 +6%
FCBT
1530
First Citizens Bank & Trust
North Carolina
$284K +$277K +722 New
AA
1531
Ashford Advisors
New York
$283K – – –
SMFG
1532
Sumitomo Mitsui Financial Group
Japan
$283K – – –
BWM
1533
Baystate Wealth Management
Massachusetts
$282K +$83.3K +217 +44%
PFWA
1534
Paces Ferry Wealth Advisors
Georgia
$280K +$768 +2 +0.3%
HHGA
1535
Halbert Hargrove Global Advisors
California
$280K +$36.1K +94 +15%
IA
1536
IFS Advisors
Kansas
$279K -$7.26M -18,914 -96%
RA
1537
Rodgers & Associates
Pennsylvania
$279K +$1.92K +5 +0.7%
CWM
1538
Chronos Wealth Management
Florida
$276K – – –
FC
1539
Ferris Capital
Massachusetts
$274K -$576K -1,500 -68%
TWP
1540
Total Wealth Planning
Ohio
$274K +$267K +696 New
AIM
1541
Arcadia Investment Management
Michigan
$270K -$72.5K -189 -22%
CFS
1542
CRA Financial Services
New Jersey
$269K -$6.14K -16 -2%
HVP
1543
Hudson Value Partners
Florida
$269K +$263K +684 New
DP
1544
Dearborn Partners
Illinois
$268K +$261K +680 New
ASC
1545
Atalanta Sosnoff Capital
New York
$266K +$28.8K +75 +13%
BFWA
1546
Benchmark Financial Wealth Advisors
Florida
$266K +$259K +675 New
SS
1547
Sunbelt Securities
Texas
$265K -$53.7K -140 -17%
JFA
1548
JNBA Financial Advisors
Minnesota
$264K – – –
WP
1549
WealthPLAN Partners
Nebraska
$264K +$248K +647 New
AFS
1550
Access Financial Services
Minnesota
$261K -$82.9K -216 -25%
60 61
62
63 64