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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2101
Byrne Asset Management
New Jersey
$2.06M +$2.03M +3,264 +23,314%
NRC
2102
New Republic Capital
North Carolina
$2.05M +$332K +534 +19%
RWS
2103
Resolute Wealth Strategies
Mississippi
$2.05M +$237K +382 +13%
NAG
2104
Northstar Advisory Group
New Jersey
$2.05M +$44.1K +71 +2%
CCM
2105
Compass Capital Management
Minnesota
$2.04M +$2.02M +3,256 New
BSTWA
2106
Blake Schutter Theil Wealth Advisors
Ohio
$2.04M +$2.49K +4 +0.1%
WTB
2107
Washington Trust Bank
Washington
$2.04M – – –
PWM
2108
Peak Wealth Management
New Hampshire
$2.03M +$2.02M +3,243 New
WCM
2109
WealthTrak Capital Management
Virginia
$2.03M -$51K -82 -2%
TGAM
2110
TBH Global Asset Management
Tennessee
$2.03M +$121K +195 +6%
EIA
2111
Edgemoor Investment Advisors
Maryland
$2.03M -$8.7K -14 -0.4%
ZBNA
2112
Zions Bancorporation, National Association
Utah
$2.02M – – –
OPF
2113
Old Peak Finance
North Carolina
$2.02M +$2M +3,225 New
KFI
2114
Key Financial Inc
Pennsylvania
$2.02M +$203K +327 +11%
CWWM
2115
Curry Webb Wealth Management
Indiana
$2.02M +$2M +3,220 New
CAWM
2116
Capital Advisors Wealth Management
Washington
$2.02M +$501K +806 +33%
CBT
2117
Crews Bank & Trust
Florida
$2.01M +$842K +1,355 +73%
SSWM
2118
Smith Salley Wealth Management
North Carolina
$2.01M +$98.2K +158 +5%
MCM
2119
MontVue Capital Management
Virginia
$2.01M – – –
EF
2120
Entrust Financial
Pennsylvania
$2.01M +$1.99M +3,198 New
PCM
2121
Passive Capital Management
Maryland
$2M +$1.24K +2 +0.1%
AAIM
2122
Asset Advisors Investment Management
Georgia
$2M -$24.2K -39 -1%
4A
2123
4Wealth Advisors
Illinois
$2M +$30.5K +49 +2%
CFO
2124
Cambient Family Office
Michigan
$2M +$1.98M +3,188 New
MIC
2125
Meridian Investment Counsel
California
$2M -$88.2K -142 -4%
83 84
85
86 87