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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1526
HUB Investment Partners
Texas
$294K +$286K +746 New
KF
1527
Krilogy Financial
Missouri
$293K +$40.7K +106 +17%
CPA
1528
Capital Planning Advisors
California
$291K +$284K +740 New
FPW
1529
Flagship Private Wealth
Massachusetts
$290K -$75.6K -197 -21%
CRI
1530
Colonial River Investments
Virginia
$288K -$7.68K -20 -3%
CWM
1531
Cranbrook Wealth Management
Michigan
$287K – – –
OEP
1532
Ocean Endowment Partners
Illinois
$285K -$516K -1,344 -58%
VFG
1533
V2 Financial group
Illinois
$285K +$15.7K +41 +6%
FCBT
1534
First Citizens Bank & Trust
North Carolina
$284K +$277K +722 New
AA
1535
Ashford Advisors
New York
$283K – – –
SMFG
1536
Sumitomo Mitsui Financial Group
Japan
$283K – – –
BWM
1537
Baystate Wealth Management
Massachusetts
$282K +$83.3K +217 +44%
PFWA
1538
Paces Ferry Wealth Advisors
Georgia
$280K +$768 +2 +0.3%
HHGA
1539
Halbert Hargrove Global Advisors
California
$280K +$36.1K +94 +15%
SCA
1540
Stonebridge Capital Advisors
Minnesota
$280K +$201K +524 +280%
IA
1541
IFS Advisors
Kansas
$279K -$7.26M -18,914 -96%
RA
1542
Rodgers & Associates
Pennsylvania
$279K +$1.92K +5 +0.7%
CWM
1543
Chronos Wealth Management
Florida
$276K – – –
FC
1544
Ferris Capital
Massachusetts
$274K -$576K -1,500 -68%
TWP
1545
Total Wealth Planning
Ohio
$274K +$267K +696 New
AIM
1546
Arcadia Investment Management
Michigan
$270K -$72.5K -189 -22%
CFS
1547
CRA Financial Services
New Jersey
$269K -$6.14K -16 -2%
HVP
1548
Hudson Value Partners
Florida
$269K +$263K +684 New
DP
1549
Dearborn Partners
Illinois
$268K +$261K +680 New
ASC
1550
Atalanta Sosnoff Capital
New York
$266K +$28.8K +75 +13%
60 61
62
63 64