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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2901
KRS Capital Management
Michigan
$318K +$13.5K +25 +4%
SS
2902
Sound Stewardship
Kansas
$316K -$22.2K -41 -6%
MAG
2903
Mayfair Advisory Group
Alabama
$316K +$111K +205 +50%
ECM
2904
Exchange Capital Management
Michigan
$315K – – –
PSB
2905
Piscataqua Savings Bank
New Hampshire
$315K -$541 -1 -0.2%
OWA
2906
One Wealth Advisors
California
$314K -$103K -191 -24%
PCMC
2907
Paragon Capital Management (Colorado)
Colorado
$314K – – –
PMIM
2908
Prudent Man Investment Management
Colorado
$314K – – –
LGA
2909
Lebenthal Global Advisors
New York
$313K +$1.62K +3 +0.5%
CAP
2910
Columbia Advisory Partners
Washington
$312K -$124K -230 -27%
WCMN
2911
Westchester Capital Management (Nebraska)
Nebraska
$312K -$46.5K -86 -12%
WA
2912
Waterford Advisors
New York
$312K – – –
SWM
2913
Seaside Wealth Management
California
$312K +$42.2K +78 +15%
SOWAS
2914
Silver Oak Wealth Advisors Services
California
$311K +$6.49K +12 +2%
IPAM
2915
Investment Partners Asset Management
New Jersey
$310K +$123K +228 +61%
SP
2916
Successful Portfolios
Florida
$310K – – –
AFG
2917
ABLE Financial Group
Arizona
$309K -$59.5K -110 -15%
HWP
2918
Heritage Wealth Partners
Ohio
$309K -$4.87K -9 -1%
OL
2919
Owen LaRue
Kentucky
$309K -$385K -712 -54%
BMC
2920
Benin Management Corp
Connecticut
$308K – – –
JJBC
2921
James J. Burns & Company
New York
$308K +$22.7K +42 +8%
GSF
2922
Grove Street Fiduciary
New Hampshire
$308K -$36.8K -68 -10%
ME
2923
McIlrath & Eck
Washington
$306K -$51.9K -96 -14%
OPCM
2924
Osborne Partners Capital Management
California
$306K – – –
MWP
2925
MYCIO Wealth Partners
Pennsylvania
$304K +$1.08K +2 +0.3%
115 116
117
118 119