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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1926
Jamison Private Wealth Management
Georgia
$443K +$461K +1,128 New
RFG
1927
Range Financial Group
Oregon
$443K +$818 +2 +0.2%
EL
1928
Essex LLC
Illinois
$439K +$61.3K +150 +16%
CWM
1929
Cahaba Wealth Management
Georgia
$438K +$94.5K +231 +26%
AWM
1930
Atticus Wealth Management
Florida
$438K +$409 +1 +0.1%
LF
1931
Lee Financial
Texas
$437K +$2.04K +5 +0.5%
WA
1932
Wealth Advisors
California
$437K – – –
SAM
1933
Strategy Asset Managers
California
$437K +$124K +303 +37%
UIA
1934
Ulland Investment Advisors
Minnesota
$437K +$94.5K +231 +26%
ERWM
1935
Elk River Wealth Management
Colorado
$437K – – –
AIFAIM
1936
American Institute for Advanced Investment Management
Arizona
$435K -$40.9K -100 -8%
CWM
1937
Cahill Wealth Management
Michigan
$433K +$1.64K +4 +0.4%
HSG
1938
Helen Stephens Group
Texas
$433K +$818 +2 +0.2%
CAM
1939
Campion Asset Management
Virginia
$432K – – –
SPI
1940
Santori & Peters Inc
Pennsylvania
$432K +$128K +314 +40%
T
1941
TRUADVICE
Florida
$432K +$67.1K +164 +18%
GFA
1942
Gallagher Fiduciary Advisors
Illinois
$431K +$75.6K +185 +20%
MW
1943
MBL Wealth
North Carolina
$430K -$11K -27 -2%
MTIC
1944
Missouri Trust & Investment Company
Missouri
$429K -$6.13K -15 -1%
VC
1945
Vestor Capital
Illinois
$429K +$251K +615 +129%
MCM
1946
Maple Capital Management
Vermont
$429K -$216K -528 -33%
CA
1947
Cresta Advisors
Texas
$427K +$30.3K +74 +7%
RMC
1948
Resources Management Corp
Connecticut
$427K +$3.27K +8 +0.7%
SWP
1949
Strategic Wealth Partners
Ohio
$427K -$74.8K -183 -14%
ONST
1950
Old North State Trust
North Carolina
$426K +$444K +1,085 New
76 77
78
79 80