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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1951
Empirical Finance
Pennsylvania
$311K – – –
ODG
1952
O'Dell Group
Ohio
$310K +$20.1K +57 +7%
CCM
1953
Cutler Capital Management
Massachusetts
$310K +$32.5K +92 +12%
CPW
1954
Catalyst Private Wealth
California
$308K +$310K +877 New
GWM
1955
GDS Wealth Management
Texas
$308K +$309K +876 New
LL
1956
LWMG LLC
Minnesota
$308K +$309K +875 New
TW
1957
TrinityPoint Wealth
Connecticut
$307K +$6.36K +18 +2%
VAM
1958
Verity Asset Management
North Carolina
$306K -$2.33M -6,597 -88%
HNW
1959
High Note Wealth
Minnesota
$306K – – –
TNAM
1960
Terra Nova Asset Management
New York
$304K +$306K +866 New
AWM
1961
Accurate Wealth Management
Florida
$303K +$299K +845 New
PWA
1962
PCG Wealth Advisors
Kansas
$303K -$305K -862 -50%
KIG
1963
Kennedy Investment Group
New Jersey
$302K +$304K +860 New
AWP
1964
Accretive Wealth Partners
New Jersey
$301K -$2.12K -6 -0.7%
LNB
1965
Ledyard National Bank
$300K -$11.3K -32 -4%
LOIP
1966
Live Oak Investment Partners
Texas
$300K – – –
RMC
1967
Resources Management Corp
Connecticut
$300K -$17.7K -50 -6%
SNBOSCI
1968
Security National Bank of Sioux City Iowa
Iowa
$300K +$36.7K +104 +14%
AWA
1969
Acorn Wealth Advisors
Michigan
$298K -$57.9K -164 -16%
HP
1970
Hyperion Partners
Pennsylvania
$298K +$299K +847 New
BWM
1971
Baystate Wealth Management
Massachusetts
$297K -$48.8K -138 -14%
SCA
1972
Stonebridge Capital Advisors
Minnesota
$297K +$8.13K +23 +3%
CFA
1973
Capstone Financial Advisors
Illinois
$296K -$354K -1,003 -54%
RIP
1974
RAM Investment Partners
Washington
$296K +$297K +842 New
AAM
1975
Aureus Asset Management
Massachusetts
$294K – – –
77 78
79
80 81