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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2901
Integris Wealth Management
California
$655K – – –
TTIC
2902
Tower Trust & Investment Company
Iowa
$655K – – –
CAM
2903
Concorde Asset Management
Michigan
$654K -$119K -191 -15%
EL
2904
Essex LLC
Illinois
$653K -$29.4K -47 -4%
ES
2905
ETF Store
Kansas
$650K +$15.6K +25 +2%
MCM
2906
Mengis Capital Management
Oregon
$648K -$12.5K -20 -2%
PPWM
2907
PFG Private Wealth Management
Florida
$647K +$51.3K +82 +8%
SRCM
2908
Signature Resources Capital Management
California
$647K +$2.5K +4 +0.4%
FWM
2909
FFT Wealth Management
Pennsylvania
$646K +$86.3K +138 +15%
PA
2910
Paragon Advisors
Texas
$646K +$232K +371 +52%
FCFC
2911
First Citizens Financial Corp
Iowa
$645K – – –
BB
2912
Berkshire Bank
Massachusetts
$645K +$235K +375 +53%
RIA
2913
Rhodes Investment Advisors
Texas
$644K +$41.9K +67 +7%
HG
2914
Harbor Group
New Hampshire
$643K -$2.5K -4 -0.4%
MWA
2915
Madson Wealth Advisors
California
$642K +$672K +1,075 New
KFG
2916
Kropog Financial Group
Louisiana
$641K +$9.38K +15 +1%
EWM
2917
Elevation Wealth Management
Minnesota
$641K +$117K +187 +21%
FCU
2918
Financial Concepts Unlimited
Maine
$639K +$669K +1,070 New
SIC
2919
SJS Investment Consulting
Ohio
$639K +$125K +200 +23%
SF
2920
Schaeffer Financial
Maryland
$635K +$665K +1,063 New
SIAP
2921
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$634K +$16.9K +27 +3%
FAC
2922
Financial Advisory Corporation
Michigan
$633K -$146K -233 -18%
BBES
2923
Buffalo Business & Estate Services
New York
$631K -$439K -702 -40%
MF
2924
Manchester Financial
California
$631K +$56.3K +90 +9%
SA
2925
SPWM Advisors
Michigan
$630K +$231K +369 +66%
115 116
117
118 119