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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
926
RDA Financial Network
Iowa
$260K +$244K +975 New
CC
927
Cannell & Co
New York
$258K +$26.2K +105 +12%
JWM
928
Janiczek Wealth Management
Colorado
$256K – – –
GC
929
Grimes & Company
Massachusetts
$256K +$25K +100 +11%
WF
930
WoodTrust Financial
Wisconsin
$250K -$82.4K -330 -25%
RIL
931
Rothschild Investment LLC
Illinois
$247K – – –
HNB
932
Huntington National Bank
Ohio
$244K – – –
HPWM
933
Highland Private Wealth Management
Washington
$242K +$233K +931 New
BBA
934
Braun-Bostich & Associates
Pennsylvania
$241K -$1.26M -5,058 -85%
DPI
935
Diversified Portfolios Inc
Michigan
$241K +$232K +927 New
OCM
936
Oakwood Capital Management
California
$240K +$1.25K +5 +0.5%
SDAM
937
Shulman DeMeo Asset Management
New York
$240K +$231K +924 New
CSIC
938
Clifford Swan Investment Counsel
California
$234K -$34.5K -138 -13%
SFSG
939
Stearns Financial Services Group
North Carolina
$234K +$1.25K +5 +0.6%
BAMG
940
Brand Asset Management Group
Missouri
$234K +$72.4K +290 +47%
PWM
941
PRW Wealth Management
Massachusetts
$233K – – –
FGP
942
Foyston, Gordon, & Payne
Ontario, Canada
$233K +$1.25K +5 +0.6%
HWA
943
HHM Wealth Advisors
Tennessee
$230K – – –
OAJ
944
Ogorek Anthony Joseph
New York
$229K -$10.5K -42 -5%
KL
945
KWMG LLC
Kansas
$229K -$7.99K -32 -4%
PW
946
Price Wealth
Texas
$229K -$2K -8 -0.9%
ODG
947
O'Dell Group
Ohio
$229K +$221K +883 New
IWA
948
Intercontinental Wealth Advisors
Texas
$228K – – –
LIA
949
LS Investment Advisors
Michigan
$228K +$162K +650 +285%
GIM
950
Grassi Investment Management
California
$228K +$220K +880 New
36 37
38
39 40