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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
551
Citizens Business Bank
California
$11.9M +$90.5K +221 +0.8%
PB
552
Pinnacle Bancorp
Nebraska
$11.9M +$104K +254 +0.9%
BSW
553
Buckingham Strategic Wealth
Missouri
$11.9M +$5.44M +13,298 +87%
EWA
554
Exencial Wealth Advisors
Oklahoma
$11.9M +$950K +2,320 +9%
IMPI
555
Ilmarinen Mutual Pension Insurance
Finland
$11.8M +$11.7M +28,500 New
LIA
556
LBMC Investment Advisors
Tennessee
$11.7M +$879K +2,148 +8%
G
557
Gainplan
Michigan
$11.7M +$913K +2,229 +9%
VVP
558
Venture Visionary Partners
Ohio
$11.6M +$553K +1,352 +5%
BSSFA
559
Baron Silver Stevens Financial Advisors
Florida
$11.6M +$382K +932 +3%
SFFS
560
Stonehage Fleming Financial Services
Jersey
$11.6M +$293K +715 +3%
NFC
561
Northeast Financial Consultants
Connecticut
$11.6M +$2.5M +6,100 +28%
SLT
562
St Louis Trust
Missouri
$11.6M -$144K -352 -1%
CA
563
CSM Advisors
Pennsylvania
$11.6M -$811K -1,980 -7%
AAMC
564
Asset Allocation & Management Company
Illinois
$11.6M +$2.11M +5,149 +23%
HPWM
565
High Pines Wealth Management
Massachusetts
$11.5M -$1.54M -3,753 -12%
RCIM
566
Red Cedar Investment Management
Michigan
$11.5M +$1.31M +3,189 +13%
EWA
567
EP Wealth Advisors
California
$11.4M -$243K -593 -2%
PFA
568
Professional Financial Advisors
Nebraska
$11.4M -$2.12M -5,184 -16%
SC
569
Schoolcraft Capital
Colorado
$11.4M -$795K -1,941 -7%
CFA
570
CWS Financial Advisors
Michigan
$11.4M -$49.5K -121 -0.4%
CFMC
571
Curbstone Financial Management Corp
New Hampshire
$11.2M – – –
MLIC
572
Mandatum Life Insurance Company
Finland
$11.2M – – –
GC
573
Guggenheim Capital
Illinois
$11.2M -$193K -471 -2%
CFO
574
CVA Family Office
Colorado
$11.1M -$262K -639 -2%
DCM
575
Disciplina Capital Management
Tennessee
$11.1M -$49.1K -120 -0.4%
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