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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1926
Heritage Wealth Advisors
Virginia
$241K – – –
BWL
1927
Beacon Wealthcare LLC
North Carolina
$239K – – –
MAM
1928
Morse Asset Management
Connecticut
$239K – – –
RA
1929
Rodgers & Associates
Pennsylvania
$239K +$21.3K +52 +10%
TC
1930
Titleist Capital
Texas
$238K +$2.05K +5 +0.9%
AIA
1931
Arbor Investment Advisors
North Carolina
$238K +$235K +574 New
EL
1932
Essex LLC
Illinois
$237K +$13.1K +32 +6%
OPWM
1933
Oxinas Partners Wealth Management
Indiana
$237K +$34.4K +84 +17%
ASC
1934
Atalanta Sosnoff Capital
New York
$235K -$12.3K -30 -5%
ICP
1935
Ironvine Capital Partners
Nebraska
$235K – – –
VIP
1936
Vantage Investment Partners
Missouri
$235K – – –
KCM
1937
KRS Capital Management
Michigan
$234K – – –
AP
1938
Appleton Partners
Massachusetts
$234K +$22.1K +54 +11%
AC
1939
Avestar Capital
New York
$233K -$170K -416 -43%
PSB
1940
Piscataqua Savings Bank
New Hampshire
$233K +$145K +355 +171%
NF
1941
NTB Financial
Colorado
$231K – – –
BWP
1942
Bernardo Wealth Planning
Pennsylvania
$230K – – –
LPIC
1943
LeJeune Puetz Investment Counsel
Michigan
$230K +$40.9K +100 +22%
CCM
1944
Cutler Capital Management
Massachusetts
$230K +$77K +188 +51%
GB
1945
Goepper Burkhardt
South Carolina
$230K +$226K +553 New
OAM
1946
Occidental Asset Management
California
$228K -$142K -347 -39%
EA
1947
Eclectic Associates
California
$228K -$75.3K -184 -25%
DSA
1948
Droms Strauss Advisors
Missouri
$228K +$221K +541 New
HHGA
1949
Halbert Hargrove Global Advisors
California
$227K -$69.2K -169 -24%
GBWM
1950
Granite Bay Wealth Management
New Hampshire
$227K – – –
76 77
78
79 80