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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
1926
Hudson Value Partners
Florida
$798K -$3.2K -7 -0.4%
EF
1927
Empirical Finance
Pennsylvania
$795K +$9.15K +20 +1%
BIM
1928
Bridges Investment Management
Nebraska
$793K – – –
XF
1929
XML Financial
Maryland
$790K +$118K +257 +19%
PA
1930
Pineridge Advisors
Missouri
$787K -$254K -555 -25%
WCM
1931
Washburn Capital Management
Florida
$786K +$26.5K +58 +4%
GAM
1932
Griffin Asset Management
New York
$786K +$915 +2 +0.1%
AWA
1933
Acorn Wealth Advisors
Michigan
$783K -$12.8K -28 -2%
IIA
1934
IPG Investment Advisors
California
$781K +$99.8K +218 +15%
VWM
1935
Valley Wealth Managers
New Jersey
$777K -$33.4K -73 -4%
SCM
1936
SCS Capital Management
Massachusetts
$775K – – –
FOA
1937
Five Oceans Advisors
California
$773K -$98.9K -216 -12%
MAWA
1938
Moss Adams Wealth Advisors
Washington
$773K -$66.8K -146 -8%
JWBC
1939
J.W. Burns & Co
New York
$772K +$35.7K +78 +5%
BFM
1940
Broadview Financial Management
Wisconsin
$770K -$45.3K -99 -6%
MLL
1941
Moody Lynn & Lieberson
Massachusetts
$769K -$7.32K -16 -1%
WP
1942
WealthPLAN Partners
Nebraska
$768K – – –
HCM
1943
Hengehold Capital Management
Ohio
$768K +$54K +118 +8%
SRWM
1944
Shira Ridge Wealth Management
California
$764K +$60.9K +133 +9%
UW
1945
Unique Wealth
Florida
$764K -$153K -335 -17%
CWM
1946
Collaborative Wealth Management
Florida
$763K -$81.5K -178 -10%
OPWM
1947
Oakwell Private Wealth Management
Texas
$761K +$14.6K +32 +2%
EWA
1948
Etesian Wealth Advisors
Oregon
$760K +$34.8K +76 +5%
CIC
1949
Cutler Investment Counsel
Oregon
$760K +$723K +1,580 New
RCWMU
1950
Rothschild & Co Wealth Management (UK)
United Kingdom
$757K – – –
76 77
78
79 80