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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1801
High Note Wealth
Minnesota
$304K +$15.3K +42 +5%
EWM
1802
Executive Wealth Management
Michigan
$303K -$222K -607 -67%
AA
1803
Alesco Advisors
New York
$303K -$35.8K -98 -10%
CG
1804
Corundum Group
Colorado
$303K – – –
CHC
1805
City Holding Co
West Virginia
$303K +$73K +200 +28%
MJRIC
1806
Mogy Joel R Investment Counsel
California
$301K – – –
APW
1807
Austin Private Wealth
Texas
$301K +$1.1K +3 +0.3%
PCM
1808
Passive Capital Management
Maryland
$300K +$51.5K +141 +18%
WP
1809
Wealthspan Partners
Iowa
$299K +$79.6K +218 +31%
SCA
1810
Spearhead Capital Advisors
Florida
$297K -$772K -2,114 -70%
RMC
1811
Resources Management Corp
Connecticut
$297K -$5.84K -16 -2%
PG
1812
Patten Group
Tennessee
$297K – – –
CWM
1813
C2C Wealth Management
Arizona
$297K +$67.9K +186 +28%
KCIA
1814
Kingsbury Capital Investment Advisors
Illinois
$295K +$11K +30 +3%
CFP
1815
Curran Financial Partners
South Carolina
$292K +$324K +888 New
LNB
1816
Ledyard National Bank
$291K -$12.4K -34 -4%
EF
1817
Empirical Finance
Pennsylvania
$290K +$4.75K +13 +1%
BWP
1818
Balboa Wealth Partners
Arizona
$290K +$322K +882 New
LAS
1819
LWM Advisory Services
Florida
$289K +$1.1K +3 +0.3%
BFM
1820
Boston Financial Management
Massachusetts
$286K +$318K +872 New
JFA
1821
JNBA Financial Advisors
Minnesota
$285K -$1.83K -5 -0.6%
EA
1822
Eclectic Associates
California
$285K +$82.5K +226 +35%
KM
1823
Kalos Management
Georgia
$284K -$54.8K -150 -15%
AWP
1824
Accretive Wealth Partners
New Jersey
$283K -$5.84K -16 -2%
FFWA
1825
FRG Family Wealth Advisors
Washington
$282K – – –
71 72
73
74 75