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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1801
RB Capital Management
Nevada
$304K – – –
FW
1802
FirstPurpose Wealth
Utah
$303K +$16.2K +43 +5%
EF
1803
Empirical Finance
Pennsylvania
$302K +$2.26K +6 +0.7%
JFA
1804
JNBA Financial Advisors
Minnesota
$302K +$32.4K +86 +11%
OWM
1805
Opes Wealth Management
California
$302K +$328K +870 New
KCIA
1806
Kingsbury Capital Investment Advisors
Illinois
$301K – – –
HFS
1807
Heritage Financial Services
Massachusetts
$300K -$68.9K -183 -17%
FFM
1808
Forum Financial Management
Illinois
$299K +$42.2K +112 +15%
FSA
1809
Financial Services Advisory
Maryland
$299K +$59.1K +157 +22%
FFWA
1810
FRG Family Wealth Advisors
Washington
$298K +$324K +860 New
LI
1811
Lafayette Investments
Maryland
$297K – – –
LNWTC
1812
Laird Norton Wetherby Trust Company
Washington
$295K -$6.58M -17,463 -95%
RIG
1813
Ramiah Investment Group
Wisconsin
$295K -$23K -61 -7%
KCM
1814
Kanawha Capital Management
Virginia
$293K +$29K +77 +10%
SA
1815
Sicart Associates
New York
$292K -$17K -45 -5%
AAM
1816
Aureus Asset Management
Massachusetts
$291K -$183K -487 -37%
HNW
1817
High Note Wealth
Minnesota
$288K +$312K +829 New
GSB
1818
Greenfield Savings Bank
Massachusetts
$288K +$313K +830 New
ODG
1819
O'Dell Group
Ohio
$286K -$7.53K -20 -2%
MKC
1820
M. Kraus & Co
Vermont
$286K – – –
IP
1821
Ignite Planners
California
$285K +$377 +1 +0.1%
SIA
1822
Schechter Investment Advisors
Michigan
$284K -$93.4K -248 -23%
SPI
1823
Santori & Peters Inc
Pennsylvania
$284K – – –
PP
1824
PrairieView Partners
Minnesota
$282K -$2.64K -7 -0.9%
SDAM
1825
Shulman DeMeo Asset Management
New York
$282K – – –
71 72
73
74 75