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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
2076
Harbor Group
New Hampshire
$305K +$7.33K +19 +3%
BCFS
2077
Butensky & Cohen Financial Security
Florida
$304K -$44K -114 -13%
CIS
2078
Connors Investor Services
Pennsylvania
$304K – – –
MAM
2079
MMA Asset Management
Pennsylvania
$304K +$40.1K +104 +16%
HWA
2080
Heartwood Wealth Advisors
Virginia
$304K – – –
PAM
2081
Pegasus Asset Management
New York
$304K – – –
TCM
2082
Tandem Capital Management
New Jersey
$303K – – –
MF
2083
Meridian Financial
Massachusetts
$302K +$30.9K +80 +12%
LOIP
2084
Live Oak Investment Partners
Texas
$302K – – –
NRG
2085
Nemes Rush Group
Michigan
$300K +$284K +737 New
EAM
2086
Empirical Asset Management
Massachusetts
$299K – – –
CWM
2087
Cranbrook Wealth Management
Michigan
$297K – – –
NP
2088
Nilsine Partners
Colorado
$297K -$36.6K -95 -12%
PEA
2089
Park Edge Advisors
Ohio
$296K – – –
FCA
2090
FLC Capital Advisors
California
$295K -$29.7K -77 -10%
APWM
2091
Atlas Private Wealth Management
New York
$295K +$279K +724 New
CSB
2092
City State Bank
Iowa
$294K -$105K -273 -27%
AA
2093
Ashford Advisors
New York
$293K – – –
SOAG
2094
Silver Oak Advisory Group
Oregon
$293K – – –
WIM
2095
Waycross Investment Management
Washington
$293K – – –
NCM
2096
Neumann Capital Management
California
$292K -$19.3K -50 -7%
LFG
2097
Lockerman Financial Group
California
$292K – – –
GCP
2098
GSA Capital Partners
United Kingdom
$290K +$60.6K +157 +28%
BIP
2099
Blueprint Investment Partners
North Carolina
$289K -$4.35M -11,277 -94%
DIA
2100
Davidson Investment Advisors
Montana
$289K +$274K +709 New
82 83
84
85 86