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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2726
Aire Advisors
California
$223K +$5.59K +11 +3%
SA
2727
Stewardship Advisors
Pennsylvania
$222K -$14.2K -28 -6%
GMFG
2728
Greater Midwest Financial Group
Minnesota
$222K -$36.6K -72 -15%
RSVP
2729
Ramsay Stattman Vela & Price
Colorado
$221K -$35.1K -69 -14%
CIP
2730
Capital Insight Partners
Arizona
$221K -$3.05K -6 -1%
CA
2731
Callahan Advisors
Texas
$220K +$508 +1 +0.2%
WBCM
2732
Wilson & Boucher Capital Management
California
$220K +$212K +418 New
RCG
2733
Regatta Capital Group
California
$220K +$212K +417 New
SIA
2734
SeaBridge Investment Advisors
New Jersey
$219K – – –
HVIA
2735
Hudson Valley Investment Advisors
New York
$219K -$39.1K -77 -16%
AWM
2736
Avaii Wealth Management
Wisconsin
$218K – – –
GWA
2737
Gratus Wealth Advisors
Virginia
$218K +$212K +418 New
RAM
2738
Redmond Asset Management
Virginia
$218K -$508 -1 -0.2%
CIC
2739
Cutler Investment Counsel
Oregon
$218K – – –
OCM
2740
Objective Capital Management
Ohio
$217K +$209K +412 New
ATI
2741
ARK & TLK Investments
Oklahoma
$217K +$209K +411 New
FPW
2742
Flagship Private Wealth
Massachusetts
$217K +$209K +411 New
KTA
2743
Keeley-Teton Advisors
Illinois
$216K – – –
SCI
2744
S&CO Inc
Massachusetts
$216K -$61K -120 -23%
PF
2745
Penney Financial
Texas
$216K +$208K +409 New
GIM
2746
Grassi Investment Management
California
$215K +$508 +1 +0.2%
SEM
2747
Strategic Equity Management
Arizona
$215K +$207K +407 New
AWP
2748
Abacus Wealth Partners
California
$214K +$206K +405 New
SFA
2749
Seneca Financial Advisors
New York
$213K – – –
CFP
2750
Catalyst Financial Partners
Massachusetts
$212K +$204K +402 New
108 109
110
111 112