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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
2551
Jackson Square Capital
California
$264K +$10.6K +22 +4%
SIC
2552
Samalin Investment Counsel
New York
$264K -$481 -1 -0.2%
AT
2553
Arden Trust
Delaware
$264K -$20.2K -42 -7%
MKC
2554
M. Kraus & Co
Vermont
$263K – – –
SM
2555
Sweeney & Michel
California
$262K +$962 +2 +0.4%
RL
2556
Rogco LP
Oklahoma
$261K -$48.6K -101 -16%
CWP
2557
Concord Wealth Partners
Virginia
$261K – – –
EWA
2558
Emergent Wealth Advisors
New York
$261K +$6.74K +14 +3%
SWM
2559
Seaside Wealth Management
California
$261K -$12K -25 -5%
SAM
2560
Seelaus Asset Management
New Jersey
$260K – – –
UL
2561
Unionview LLC
Washington
$260K – – –
IWMA
2562
Ironwood Wealth Management (Arizona)
Arizona
$259K -$46.2K -96 -16%
I2I
2563
Insight 2811 Inc
Illinois
$259K – – –
EK
2564
Evensky & Katz
Florida
$259K -$628K -1,306 -72%
MFG
2565
Midwest Financial Group
Kansas
$259K +$9.62K +20 +4%
HCM
2566
Hudson Capital Management
New Jersey
$257K +$247K +514 New
CCM
2567
Carlson Capital Management
Minnesota
$257K +$247K +513 New
NPFS
2568
Novak & Powell Financial Services
Florida
$257K +$4.33K +9 +2%
SNBOSCI
2569
Security National Bank of Sioux City Iowa
Iowa
$256K -$6.74K -14 -3%
AAA
2570
Adams Asset Advisors
Texas
$256K +$246K +511 New
WWG
2571
West Wealth Group
California
$255K +$245K +510 New
MWM
2572
Meritas Wealth Management
California
$255K – – –
HA
2573
Hofer & Associates
California
$254K +$2.41K +5 +1%
CL
2574
CIM LLC
New York
$254K – – –
PWMG
2575
Pinnacle Wealth Management Group
Michigan
$253K +$243K +506 New
101 102
103
104 105