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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2676
Oceanside Advisors
South Carolina
$204K +$196K +407 New
GIM
2677
Grassi Investment Management
California
$203K +$195K +406 New
LFGO
2678
Legacy Financial Group (Oklahoma)
Oklahoma
$202K +$194K +403 New
BWM
2679
Birchcreek Wealth Management
Ohio
$202K +$194K +403 New
SFA
2680
Seneca Financial Advisors
New York
$201K +$194K +403 New
SDWIA
2681
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$201K -$146K -304 -43%
OCM
2682
Orion Capital Management
California
$201K – – –
TSS
2683
Two Sigma Securities
New York
$200K -$640K -1,331 -77%
GPI
2684
General Partner Inc
Pennsylvania
$200K – – –
WFA
2685
Wells Financial Advisors
Massachusetts
$200K – – –
JWM
2686
JGP Wealth Management
Oregon
$200K +$192K +400 New
PIA
2687
Powell Investment Advisors
Florida
$194K – – –
FGAM
2688
Financial Gravity Asset Management
Texas
$194K -$5.29K -11 -3%
PCA
2689
Providence Capital Advisors
North Carolina
$194K +$6.74K +14 +4%
IIL
2690
Insight Inv LLC
California
$193K – – –
WC
2691
Westwind Capital
New Mexico
$193K +$5.01M +10,420 +2,706%
KOCAA
2692
Knights of Columbus Asset Advisors
Connecticut
$190K -$125K -260 -41%
ANBT
2693
American National Bank & Trust
Texas
$179K +$87.6K +182 +104%
BCV
2694
Banque Cantonale Vaudoise
Switzerland
$177K -$4.81K -10 -3%
DJSG
2695
D.J. St. Germain
Massachusetts
$175K – – –
WBC
2696
West Branch Capital
Massachusetts
$172K – – –
PCWA
2697
Pacific Capital Wealth Advisors
California
$171K – – –
IA
2698
IFS Advisors
Kansas
$165K +$962 +2 +0.6%
DRS
2699
Deane Retirement Strategies
Louisiana
$161K +$154K +321 New
TFF
2700
The Family Firm
Maryland
$160K +$154K +321 New
106 107
108
109 110