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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1576
Hudson Valley Investment Advisors
New York
$231K – – –
SFG
1577
Sovereign Financial Group
Connecticut
$231K – – –
UCI
1578
Uncommon Cents Investing
Wisconsin
$229K – – –
NIA
1579
Northstar Investment Advisors
Colorado
$229K +$218K +568 New
HWA
1580
Heritage Wealth Advisors
Virginia
$229K – – –
VWM
1581
Valley Wealth Managers
New Jersey
$228K – – –
AAM
1582
Ascension Asset Management
New York
$227K – – –
BWL
1583
Beacon Wealthcare LLC
North Carolina
$227K – – –
BBA
1584
Braun-Bostich & Associates
Pennsylvania
$226K -$104K -272 -32%
CIP
1585
Capital Insight Partners
Arizona
$225K -$5.76K -15 -3%
HT
1586
Heritage Trust
Oklahoma
$225K – – –
HW
1587
Hancock Whitney
Mississippi
$225K +$219K +571 New
AFWM
1588
AMJ Financial Wealth Management
Virginia
$225K +$220K +572 New
SWM
1589
Sugarloaf Wealth Management
Georgia
$224K -$34.2K -89 -14%
SC
1590
Stolper & Co
Oklahoma
$224K -$1.53K -4 -0.7%
ICP
1591
Ironvine Capital Partners
Nebraska
$223K – – –
IF
1592
Ironwood Financial
Arizona
$222K +$179K +466 +476%
WKWM
1593
Walter & Keenan Wealth Management
Indiana
$222K +$217K +565 New
HIGP
1594
Hill Investment Group Partners
Missouri
$220K +$215K +560 New
NCM
1595
Nelson Capital Management
California
$220K -$4.22K -11 -2%
NEGWA
1596
New England Guild Wealth Advisors
Connecticut
$219K -$23.8K -62 -10%
CCM
1597
Chiron Capital Management
Florida
$217K -$7.68K -20 -4%
MFS
1598
McNamara Financial Services
Massachusetts
$215K +$210K +547 New
BAAM
1599
Baker Avenue Asset Management
California
$214K +$209K +544 New
RRCM
1600
Rappaport Reiches Capital Management
Illinois
$213K +$208K +541 New
62 63
64
65 66