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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
1576
Cadence Bank NA
Texas
$242K +$11.9K +31 +5%
BAMG
1577
Brand Asset Management Group
Missouri
$240K -$2.69K -7 -1%
DSA
1578
Droms Strauss Advisors
Missouri
$236K +$227K +592 New
HWA
1579
HCR Wealth Advisors
California
$236K +$230K +600 New
TMC
1580
Trellus Management Company
Florida
$236K +$230K +600 New
AOWM
1581
Alpha Omega Wealth Management
Virginia
$233K +$228K +593 New
HVIA
1582
Hudson Valley Investment Advisors
New York
$231K – – –
SFG
1583
Sovereign Financial Group
Connecticut
$231K – – –
UCI
1584
Uncommon Cents Investing
Wisconsin
$229K – – –
NIA
1585
Northstar Investment Advisors
Colorado
$229K +$218K +568 New
HWA
1586
Heritage Wealth Advisors
Virginia
$229K – – –
VWM
1587
Valley Wealth Managers
New Jersey
$228K – – –
AAM
1588
Ascension Asset Management
New York
$227K – – –
BWL
1589
Beacon Wealthcare LLC
North Carolina
$227K – – –
BBA
1590
Braun-Bostich & Associates
Pennsylvania
$226K -$104K -272 -32%
CIP
1591
Capital Insight Partners
Arizona
$225K -$5.76K -15 -3%
HT
1592
Heritage Trust
Oklahoma
$225K – – –
HW
1593
Hancock Whitney
Mississippi
$225K +$219K +571 New
AFWM
1594
AMJ Financial Wealth Management
Virginia
$225K +$220K +572 New
SWM
1595
Sugarloaf Wealth Management
Georgia
$224K -$34.2K -89 -14%
SC
1596
Stolper & Co
Oklahoma
$224K -$1.53K -4 -0.7%
ICP
1597
Ironvine Capital Partners
Nebraska
$223K – – –
IF
1598
Ironwood Financial
Arizona
$222K +$179K +466 +476%
WKWM
1599
Walter & Keenan Wealth Management
Indiana
$222K +$217K +565 New
HIGP
1600
Hill Investment Group Partners
Missouri
$220K +$215K +560 New
62 63
64
65 66