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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TBNY
2876
Trustco Bank (New York)
New York
$676K – – –
SFC
2877
SYM Financial Corp
Indiana
$676K -$20K -32 -3%
AIFAIM
2878
American Institute for Advanced Investment Management
Arizona
$675K +$129K +206 +22%
BDA
2879
Borer Denton & Associates
Pennsylvania
$674K +$56.3K +90 +9%
VDBMI
2880
Van Den Berg Management I
Texas
$673K +$109K +174 +18%
SIAS
2881
Summit Investment Advisory Services
Minnesota
$673K +$135K +216 +24%
CSPIA
2882
Cary Street Partners Investment Advisory
Virginia
$672K +$52.5K +84 +8%
THL
2883
Tillman Hartley LLC
Colorado
$670K -$70.7K -113 -9%
HWA
2884
Heritage Wealth Architects
Minnesota
$669K +$189K +303 +43%
SMH
2885
Sanders Morris Harris
Texas
$669K +$700K +1,120 New
PWPS
2886
Pinnacle Wealth Planning Services
Ohio
$668K – – –
TC
2887
Trust Company
Kansas
$668K -$3.13K -5 -0.4%
OPCM
2888
Osborne Partners Capital Management
California
$667K +$263K +420 +60%
CISOA
2889
Capital Investment Services of America
Wisconsin
$667K +$22.5K +36 +3%
HBW
2890
Hazlett, Burt & Watson
West Virginia
$666K +$124K +199 +22%
LGG
2891
Luts & Greenleigh Group
Maryland
$665K +$8.76K +14 +1%
HWA
2892
Heartwood Wealth Advisors
Virginia
$664K +$1.88K +3 +0.3%
OWA
2893
Oak Wealth Advisors
Illinois
$664K +$7.5K +12 +1%
PEWA
2894
Pacific Excel Wealth Advisors
California
$663K +$253K +404 +57%
CCG
2895
Capital CS Group
California
$660K -$2.54M -4,062 -79%
AFA
2896
AllGen Financial Advisors
Florida
$659K -$4.38K -7 -0.6%
IFWM
2897
Institute for Wealth Management
Colorado
$658K -$166K -265 -19%
CAM
2898
Campion Asset Management
Virginia
$657K – – –
LWAM
2899
Legacy Wealth Asset Management
Minnesota
$657K +$1.88K +3 +0.3%
ERWM
2900
Elk River Wealth Management
Colorado
$657K – – –
114 115
116
117 118