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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1926
Narus Financial Partners
Utah
$215K +$30.5K +81 +15%
SHA
1927
Seneca House Advisors
Virginia
$215K -$2.26K -6 -1%
SWA
1928
Sightline Wealth Advisors
Connecticut
$214K +$234K +620 New
MAM
1929
MMA Asset Management
Pennsylvania
$213K – – –
AWA
1930
ARQ Wealth Advisors
Arizona
$213K +$231K +613 New
D
1931
Drystone
Virginia
$212K – – –
PSB
1932
Piscataqua Savings Bank
New Hampshire
$212K +$18.8K +50 +9%
GP
1933
Greenline Partners
New York
$211K +$229K +607 New
SOAG
1934
Silver Oak Advisory Group
Oregon
$209K – – –
MCP
1935
Mirador Capital Partners
California
$208K -$250K -663 -53%
JSC
1936
Jackson Square Capital
California
$208K -$36.2K -96 -14%
CWM
1937
Chronos Wealth Management
Florida
$208K -$18.8K -50 -8%
FA
1938
Fagan Associates
New York
$208K – – –
FCT
1939
First Community Trust
Iowa
$207K -$54.6K -145 -20%
IIL
1940
Insight Inv LLC
California
$207K – – –
CAM
1941
Columbia Asset Management
Michigan
$207K +$225K +598 New
CMP
1942
Coston McIsaac & Partners
Maine
$206K +$223K +593 New
PFWA
1943
Paces Ferry Wealth Advisors
Georgia
$205K – – –
KWM
1944
KerberRose Wealth Management
Wisconsin
$204K +$221K +587 New
TW
1945
TrinityPoint Wealth
Connecticut
$202K -$14.3K -38 -6%
HWA
1946
Heritage Wealth Advisors
Virginia
$202K – – –
VWM
1947
Valley Wealth Managers
New Jersey
$202K – – –
WA
1948
Wambolt & Associates
Colorado
$201K +$218K +580 New
MW
1949
Milestone Wealth
New York
$199K – – –
CCM
1950
Cutler Capital Management
Massachusetts
$193K +$1.51K +4 +0.7%
76 77
78
79 80