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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
726
Dearborn Partners
Illinois
$897K +$41.5K +153 +5%
CHA
727
Cooper/Haims Advisors
New York
$891K -$3.26K -12 -0.4%
CBT
728
Capital Bank & Trust
California
$888K – – –
IC
729
InterOcean Capital
Illinois
$885K +$178K +655 +25%
HPC
730
HM Payson & Co
Maine
$881K -$25.5K -94 -3%
CA
731
Commerzbank Aktiengesellschaft
Germany
$876K +$22.3K +82 +3%
MIG
732
McGuire Investment Group
Rhode Island
$873K -$38K -140 -4%
NDSI
733
Newman Dignan & Sheerar Inc
Rhode Island
$869K +$4.34K +16 +0.5%
FWCM
734
Ferguson Wellman Capital Management
Oregon
$868K +$36.6K +135 +4%
CW
735
CreativeOne Wealth
Kansas
$867K +$114K +420 +15%
BHWM
736
Bay Harbor Wealth Management
Maryland
$867K +$218K +803 +34%
LCAM
737
London & Capital Asset Management
United Kingdom
$843K -$41K -151 -5%
PSP
738
Principal Street Partners
Tennessee
$843K +$4.34K +16 +0.5%
GG
739
GenWealth Group
New Jersey
$839K – – –
TCOT
740
Trust Company of Toledo
Ohio
$839K +$835K +3,077 New
VDI
741
Vaughan David Investments
Illinois
$836K – – –
TLP
742
Trinity Legacy Partners
Texas
$835K +$834K +3,073 New
TI
743
Truepoint Inc
Ohio
$834K +$190K +699 +30%
VHAM
744
Van Hulzen Asset Management
California
$833K +$1.9K +7 +0.2%
SFA
745
Semmax Financial Advisors
North Carolina
$829K – – –
SYBT
746
Stock Yards Bank & Trust
Kentucky
$820K +$16K +59 +2%
SWM
747
SeaCrest Wealth Management
New York
$815K +$150K +553 +23%
BAM
748
Belpointe Asset Management
Nevada
$812K +$372K +1,370 +85%
ATIA
749
American Trust Investment Advisors
New Hampshire
$807K -$88.8K -327 -10%
PP
750
PagnatoKarp Partners
Virginia
$800K +$66.2K +244 +9%
28 29
30
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