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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3901
LGT Financial Advisors
Texas
– -$359K -586 Closed
JSA
3902
Jacobson & Schmitt Advisors
Wisconsin
– -$354K -578 Closed
NRW
3903
Nova R Wealth
Kansas
– -$352K -575 Closed
D
3904
Drystone
Virginia
– -$328K -535 Closed
CWM
3905
Crowley Wealth Management
Delaware
– -$324K -529 Closed
CIS
3906
Custom Index Systems
New York
– -$311K -508 Closed
WWM
3907
Westwood Wealth Management
California
– -$310K -506 Closed
SCA
3908
Stuart Chaussee & Associates
California
– -$309K -505 Closed
HTHT
3909
Hemenway Trust Hemenway Trust
New Hampshire
– -$297K -485 Closed
NQWM
3910
Northwest Quadrant Wealth Management
Oregon
– -$295K -482 Closed
SRL
3911
Scientech Research LLC
New Jersey
– -$293K -478 Closed
CFIM
3912
Client First Investment Management
Wisconsin
– -$287K -468 Closed
WP
3913
Wealthspan Partners
Iowa
– -$284K -463 Closed
TWP
3914
Total Wealth Planning
Ohio
– -$275K -449 Closed
VPP
3915
Vertex Planning Partners
Illinois
– -$264K -431 Closed
TSS
3916
Two Sigma Securities
New York
– -$250K -409 Closed
TPWM
3917
Twelve Points Wealth Management
Massachusetts
– -$249K -407 Closed
OPA
3918
Old Port Advisors
Maine
– -$239K -391 Closed
VDI
3919
Vaughan David Investments
Illinois
– -$239K -391 Closed
AFM
3920
Abbot Financial Management
Massachusetts
– -$236K -385 Closed
SEEDPG
3921
S.E.E.D. Planning Group
New York
– -$231K -378 Closed
CICC
3922
Capital Investment Counsel (Colorado)
Colorado
– -$230K -376 Closed
PCA
3923
PMV Capital Advisers
Texas
– -$224K -365 Closed
LA
3924
LWM Advisors
California
– -$219K -358 Closed
KWM
3925
Koa Wealth Management
California
– -$202K -329 Closed
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157
158