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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2851
Shakespeare Wealth Management
Wisconsin
$699K +$36.9K +59 +5%
PSA
2852
Plum Street Advisors
Louisiana
$699K -$419K -670 -36%
PDM
2853
Penn Davis McFarland
Texas
$698K +$32.5K +52 +5%
HWMG
2854
Hurlow Wealth Management Group
Indiana
$694K +$207K +331 +40%
PWAM
2855
Private Wealth Asset Management
Iowa
$693K – – –
NLA
2856
Northern Lights Advisors
Washington
$693K -$8.13K -13 -1%
UWM
2857
USAdvisors Wealth Management
Minnesota
$692K +$133K +212 +22%
AFWM
2858
AMJ Financial Wealth Management
Virginia
$690K -$101K -162 -12%
SCI
2859
Silver Coast Investments
United States
$689K -$114K -183 -14%
NWM
2860
Northcape Wealth Management
New York
$687K +$100K +160 +16%
MC
2861
Matisse Capital
Oregon
$686K +$6.25K +10 +0.9%
KCM
2862
Kennicott Capital Management
California
$686K +$718K +1,148 New
ANC
2863
Ames National Corp
Iowa
$685K +$48.8K +78 +7%
SC
2864
Shearwater Capital
Colorado
$685K +$502K +803 +233%
FF
2865
Foundry Financial
California
$685K +$51.3K +82 +8%
BCM
2866
Buckhead Capital Management
Georgia
$683K -$17.5K -28 -2%
AIA
2867
Armor Investment Advisors
North Carolina
$682K +$1.88K +3 +0.3%
PAW
2868
Plan A Wealth
Nebraska
$681K +$22.5K +36 +3%
AAM
2869
Ackerman Asset Management
Maryland
$680K -$78.8K -126 -10%
IWS
2870
Insight Wealth Strategies
California
$679K +$5K +8 +0.7%
CCAL
2871
City Center Advisors LLC
Michigan
$679K +$1.25K +2 +0.2%
DTC
2872
Davidson Trust Company
Washington
$677K +$110K +176 +18%
MAG
2873
Meadowbrook Advisors Group
New Jersey
$676K – – –
SAM
2874
Strategy Asset Managers
California
$676K -$22.5K -36 -3%
TBNY
2875
Trustco Bank (New York)
New York
$676K – – –
113 114
115
116 117