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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1801
Heritage Financial Services
Massachusetts
$300K -$68.9K -183 -17%
FFM
1802
Forum Financial Management
Illinois
$299K +$42.2K +112 +15%
FSA
1803
Financial Services Advisory
Maryland
$299K +$59.1K +157 +22%
FFWA
1804
FRG Family Wealth Advisors
Washington
$298K +$324K +860 New
LI
1805
Lafayette Investments
Maryland
$297K – – –
LNWTC
1806
Laird Norton Wetherby Trust Company
Washington
$295K -$6.58M -17,463 -95%
RIG
1807
Ramiah Investment Group
Wisconsin
$295K -$23K -61 -7%
KCM
1808
Kanawha Capital Management
Virginia
$293K +$29K +77 +10%
SA
1809
Sicart Associates
New York
$292K -$17K -45 -5%
AAM
1810
Aureus Asset Management
Massachusetts
$291K -$183K -487 -37%
HNW
1811
High Note Wealth
Minnesota
$288K +$312K +829 New
GSB
1812
Greenfield Savings Bank
Massachusetts
$288K +$313K +830 New
ODG
1813
O'Dell Group
Ohio
$286K -$7.53K -20 -2%
MKC
1814
M. Kraus & Co
Vermont
$286K – – –
IP
1815
Ignite Planners
California
$285K +$377 +1 +0.1%
SIA
1816
Schechter Investment Advisors
Michigan
$284K -$93.4K -248 -23%
SPI
1817
Santori & Peters Inc
Pennsylvania
$284K – – –
PP
1818
PrairieView Partners
Minnesota
$282K -$2.64K -7 -0.9%
SDAM
1819
Shulman DeMeo Asset Management
New York
$282K – – –
CFCI
1820
Comprehensive Financial Consultants Institutional
Indiana
$281K -$6.03K -16 -2%
S
1821
SimplyRich
California
$281K – – –
BCA
1822
Bay Colony Advisors
Massachusetts
$279K +$26.4K +70 +11%
KFI
1823
Key Financial Inc
Pennsylvania
$279K +$209K +555 +230%
SC
1824
Soundwatch Capital
Connecticut
$279K +$303K +804 New
PWM
1825
PRW Wealth Management
Massachusetts
$278K -$378K -1,004 -56%
71 72
73
74 75