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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1776
Vestmark Advisory Solutions
Massachusetts
$320K -$2.23M -6,111 -86%
FAT
1777
First American Trust
California
$320K -$2.92K -8 -0.8%
FW
1778
FirstPurpose Wealth
Utah
$317K +$33.6K +92 +11%
BSAM
1779
Blue Square Asset Management
New York
$316K -$8.09M -22,145 -96%
PFP
1780
Paragon Financial Partners
California
$315K +$16.4K +45 +5%
OMC
1781
Overbrook Management Corp
New York
$314K -$324K -887 -48%
BCFS
1782
Butensky & Cohen Financial Security
Florida
$314K -$48.2K -132 -12%
BA
1783
Bellwether Advisors
Nebraska
$314K -$36.9K -101 -10%
FWM
1784
Fairhaven Wealth Management
Illinois
$314K – – –
PAM
1785
Panagora Asset Management
Massachusetts
$310K -$8.04K -22 -2%
FM
1786
Foster & Motley
Ohio
$308K -$140K -384 -29%
HIG
1787
Heritage Investment Group
Florida
$307K +$105K +288 +45%
AC
1788
Avestar Capital
New York
$306K – – –
OWM
1789
Opes Wealth Management
California
$306K +$22.6K +62 +7%
AWM
1790
Aprio Wealth Management
Georgia
$306K +$341K +933 New
TI
1791
Trexquant Investment
Connecticut
$305K -$325K -889 -49%
PA
1792
Perennial Advisors
New York
$305K -$14.2K -39 -4%
MPIA
1793
Mountain Pacific Investment Advisers
Idaho
$305K – – –
HNW
1794
High Note Wealth
Minnesota
$304K +$15.3K +42 +5%
AA
1795
Alesco Advisors
New York
$303K -$35.8K -98 -10%
CG
1796
Corundum Group
Colorado
$303K – – –
CHC
1797
City Holding Co
West Virginia
$303K +$73K +200 +28%
MJRIC
1798
Mogy Joel R Investment Counsel
California
$301K – – –
APW
1799
Austin Private Wealth
Texas
$301K +$1.1K +3 +0.3%
PCM
1800
Passive Capital Management
Maryland
$300K +$51.5K +141 +18%
70 71
72
73 74