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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1951
Panagora Asset Management
Massachusetts
$326K -$52.1K -142 -14%
KIG
1952
Kennedy Investment Group
New Jersey
$325K +$1.47K +4 +0.5%
PWA
1953
PCG Wealth Advisors
Kansas
$324K – – –
BCFS
1954
Butensky & Cohen Financial Security
Florida
$324K -$59.8K -163 -16%
AWA
1955
Acorn Wealth Advisors
Michigan
$320K +$1.1K +3 +0.4%
FAM
1956
Family Asset Management
South Carolina
$320K -$15.8K -43 -5%
FWM
1957
Fingerlakes Wealth Management
New York
$319K +$36.3K +99 +13%
TIAM2
1958
Tru Independence Asset Management 2
Oregon
$318K +$311K +847 New
HP
1959
Hyperion Partners
Pennsylvania
$318K – – –
CFA
1960
Capstone Financial Advisors
Illinois
$318K +$733 +2 +0.2%
AFM
1961
Andesa Financial Management
Pennsylvania
$317K +$211K +576 +18%
BWM
1962
Baystate Wealth Management
Massachusetts
$317K -$1.1K -3 -0.4%
GA
1963
Greenspring Advisors
Maryland
$316K +$45.8K +125 +17%
KFI
1964
Key Financial Inc
Pennsylvania
$316K +$15.8K +43 +5%
LWM
1965
Lodestone Wealth Management
Washington
$315K +$26.8K +73 +10%
CAM
1966
Covenant Asset Management
New Jersey
$314K +$41.1K +112 +15%
MA
1967
MAS Advisors
Florida
$314K -$1.55M -4,214 -83%
CHC
1968
City Holding Co
West Virginia
$314K -$42.2K -115 -12%
SCA
1969
Stonebridge Capital Advisors
Minnesota
$311K -$6.23K -17 -2%
SDAM
1970
Shulman DeMeo Asset Management
New York
$311K +$1.1K +3 +0.4%
JFA
1971
JNBA Financial Advisors
Minnesota
$310K +$16.1K +44 +6%
CT
1972
Colonial Trust
South Carolina
$310K +$164K +448 +119%
NP
1973
Nilsine Partners
Colorado
$310K +$302K +824 New
KM
1974
Kalos Management
Georgia
$309K – – –
HIM
1975
Harbour Investment Management
Washington
$309K +$301K +821 New
77 78
79
80 81