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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
1926
Overbrook Management Corp
New York
$336K – – –
CHC
1927
City Holding Co
West Virginia
$333K +$8.83K +25 +3%
LFA
1928
LGT Financial Advisors
Texas
$330K +$332K +941 New
CCM
1929
Carlson Capital Management
Minnesota
$330K +$332K +940 New
NRC
1930
New Republic Capital
North Carolina
$329K +$331K +937 New
CFP
1931
Curran Financial Partners
South Carolina
$329K +$16.6K +47 +5%
OWM
1932
Opes Wealth Management
California
$328K – – –
BA
1933
Bellwether Advisors
Nebraska
$327K -$9.54K -27 -3%
MPIA
1934
Mountain Pacific Investment Advisers
Idaho
$327K – – –
FCM
1935
Firestone Capital Management
Florida
$326K +$328K +929 New
APW
1936
Austin Private Wealth
Texas
$325K +$3.89K +11 +1%
VAS
1937
Vestmark Advisory Solutions
Massachusetts
$325K -$18K -51 -5%
CMP
1938
Coston McIsaac & Partners
Maine
$324K +$97.5K +276 +43%
EWM
1939
Executive Wealth Management
Michigan
$323K +$218K +617 +204%
BFM
1940
Boston Financial Management
Massachusetts
$323K +$17K +48 +6%
PCM
1941
Passive Capital Management
Maryland
$321K – – –
SFC
1942
SYM Financial Corp
Indiana
$320K +$252K +712 +356%
WP
1943
Wealthspan Partners
Iowa
$320K – – –
PPW
1944
Presilium Private Wealth
Pennsylvania
$319K +$321K +908 New
AA
1945
Aire Advisors
California
$319K +$320K +907 New
MA
1946
MONECO Advisors
Connecticut
$319K -$156K -441 -33%
FAM
1947
Family Asset Management
South Carolina
$314K +$315K +893 New
PG
1948
Patten Group
Tennessee
$313K – – –
TSA
1949
Tri-Star Advisors
Texas
$313K -$128K -362 -30%
LAS
1950
LWM Advisory Services
Florida
$312K +$1.77K +5 +0.6%
76 77
78
79 80