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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1926
LGT Financial Advisors
Texas
$330K +$332K +941 New
CCM
1927
Carlson Capital Management
Minnesota
$330K +$332K +940 New
NRC
1928
New Republic Capital
North Carolina
$329K +$331K +937 New
CFP
1929
Curran Financial Partners
South Carolina
$329K +$16.6K +47 +5%
OWM
1930
Opes Wealth Management
California
$328K – – –
BA
1931
Bellwether Advisors
Nebraska
$327K -$9.54K -27 -3%
MPIA
1932
Mountain Pacific Investment Advisers
Idaho
$327K – – –
FCM
1933
Firestone Capital Management
Florida
$326K +$328K +929 New
APW
1934
Austin Private Wealth
Texas
$325K +$3.89K +11 +1%
VAS
1935
Vestmark Advisory Solutions
Massachusetts
$325K -$18K -51 -5%
EWM
1936
Executive Wealth Management
Michigan
$323K +$218K +617 +204%
BFM
1937
Boston Financial Management
Massachusetts
$323K +$17K +48 +6%
PCM
1938
Passive Capital Management
Maryland
$321K – – –
SFC
1939
SYM Financial Corp
Indiana
$320K +$252K +712 +356%
WP
1940
Wealthspan Partners
Iowa
$320K – – –
PPW
1941
Presilium Private Wealth
Pennsylvania
$319K +$321K +908 New
AA
1942
Aire Advisors
California
$319K +$320K +907 New
MA
1943
MONECO Advisors
Connecticut
$319K -$156K -441 -33%
FAM
1944
Family Asset Management
South Carolina
$314K +$315K +893 New
PG
1945
Patten Group
Tennessee
$313K – – –
TSA
1946
Tri-Star Advisors
Texas
$313K -$128K -362 -30%
LAS
1947
LWM Advisory Services
Florida
$312K +$1.77K +5 +0.6%
WC
1948
Wealth CMT
New Jersey
$311K +$313K +886 New
EF
1949
Empirical Finance
Pennsylvania
$311K – – –
ODG
1950
O'Dell Group
Ohio
$310K +$20.1K +57 +7%
76 77
78
79 80