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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1776
Eldridge Investment Advisors
New Hampshire
$327K – – –
CAG
1777
Curtis Advisory Group
California
$327K +$31.4K +86 +9%
BOPW
1778
Brandywine Oak Private Wealth
Pennsylvania
$325K -$13.1K -36 -4%
BWM
1779
Baystate Wealth Management
Massachusetts
$323K -$5.48K -15 -2%
MFA
1780
Morling Financial Advisors
California
$323K – – –
MSWMA
1781
Market Street Wealth Management Advisors
Indiana
$323K +$107K +294 +43%
AFP
1782
Advus Financial Partners
Florida
$322K +$5.11K +14 +1%
VAS
1783
Vestmark Advisory Solutions
Massachusetts
$320K -$2.23M -6,111 -86%
FAT
1784
First American Trust
California
$320K -$2.92K -8 -0.8%
FW
1785
FirstPurpose Wealth
Utah
$317K +$33.6K +92 +11%
BSAM
1786
Blue Square Asset Management
New York
$316K -$8.09M -22,145 -96%
PFP
1787
Paragon Financial Partners
California
$315K +$16.4K +45 +5%
OMC
1788
Overbrook Management Corp
New York
$314K -$324K -887 -48%
BCFS
1789
Butensky & Cohen Financial Security
Florida
$314K -$48.2K -132 -12%
BA
1790
Bellwether Advisors
Nebraska
$314K -$36.9K -101 -10%
FWM
1791
Fairhaven Wealth Management
Illinois
$314K – – –
PAM
1792
Panagora Asset Management
Massachusetts
$310K -$8.04K -22 -2%
FM
1793
Foster & Motley
Ohio
$308K -$140K -384 -29%
HIG
1794
Heritage Investment Group
Florida
$307K +$105K +288 +45%
AC
1795
Avestar Capital
New York
$306K – – –
OWM
1796
Opes Wealth Management
California
$306K +$22.6K +62 +7%
AWM
1797
Aprio Wealth Management
Georgia
$306K +$341K +933 New
TI
1798
Trexquant Investment
Connecticut
$305K -$325K -889 -49%
PA
1799
Perennial Advisors
New York
$305K -$14.2K -39 -4%
MPIA
1800
Mountain Pacific Investment Advisers
Idaho
$305K – – –
70 71
72
73 74