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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1826
Empirical Asset Management
Massachusetts
$307K +$297K +703 New
CI
1827
Ceera Investments
Texas
$306K – – –
CWM
1828
Chronos Wealth Management
Florida
$306K – – –
PWP
1829
Pursue Wealth Partners
California
$306K +$296K +701 New
HT
1830
Heritage Trust
Oklahoma
$305K -$1.27K -3 -0.4%
DP
1831
Dearborn Partners
Illinois
$305K +$1.27K +3 +0.4%
BFWA
1832
Benchmark Financial Wealth Advisors
Florida
$302K +$1.69K +4 +0.6%
CBN
1833
Cadence Bank NA
Texas
$300K -$422 -1 -0.1%
AIM
1834
Arcadia Investment Management
Michigan
$300K – – –
WIP
1835
WealthCare Investment Partners
Rhode Island
$300K +$290K +686 New
JSC
1836
Jackson Square Capital
California
$299K – – –
PAM
1837
Pegasus Asset Management
New York
$299K +$289K +684 New
RRCM
1838
Rappaport Reiches Capital Management
Illinois
$298K +$61.2K +145 +27%
FPW
1839
Flagship Private Wealth
Massachusetts
$297K – – –
LA
1840
LexAurum Advisors
Kansas
$292K -$290K -686 -51%
KF
1841
Krilogy Financial
Missouri
$292K +$5.07K +12 +2%
CWM
1842
C2C Wealth Management
Arizona
$292K +$282K +669 New
HIC
1843
Holderness Investments Company
North Carolina
$291K -$47.7K -113 -15%
CHC
1844
City Holding Co
West Virginia
$291K +$228K +539 +291%
CAM
1845
Columbia Asset Management
Michigan
$289K – – –
TAM
1846
Townsend Asset Management
North Carolina
$288K -$105K -249 -27%
TW
1847
TrinityPoint Wealth
Connecticut
$287K -$77.7K -184 -22%
CWA
1848
Cornerstone Wealth Advisors
Minnesota
$287K – – –
PFWA
1849
Paces Ferry Wealth Advisors
Georgia
$286K -$24.1K -57 -8%
AFS
1850
Access Financial Services
Minnesota
$286K – – –
72 73
74
75 76