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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
926
Stegner Investment Associates
Kentucky
$3.96M – – –
BMD
927
Better Money Decisions
New Mexico
$3.96M +$346K +943 +10%
DA
928
Detalus Advisors
Missouri
$3.95M -$220K -601 -5%
MGWM
929
Marks Group Wealth Management
Minnesota
$3.94M +$839K +2,288 +28%
SFG
930
Sovereign Financial Group
Connecticut
$3.93M -$377K -1,029 -9%
AR
931
Advisory Research
Illinois
$3.93M – – –
CSPAM
932
Cary Street Partners Asset Management
Virginia
$3.93M -$891K -2,430 -19%
JCM
933
Jacobi Capital Management
Pennsylvania
$3.92M -$306K -835 -7%
SI
934
Saxon Interests
Texas
$3.92M -$834K -2,273 -18%
2L
935
25 LLC
Missouri
$3.92M +$3.79M +10,332 New
MP
936
McDonald Partners
Ohio
$3.92M – – –
BOM
937
Bank of Marin
California
$3.91M -$1.55M -4,214 -29%
ACIM
938
Azimuth Capital Investment Management
Michigan
$3.9M -$535K -1,460 -12%
DWP
939
Daymark Wealth Partners
Ohio
$3.89M +$2.28M +6,227 +151%
CB
940
Cadence Bank
Mississippi
$3.87M -$774K -2,111 -17%
SPP
941
Single Point Partners
Massachusetts
$3.87M +$251K +685 +7%
CT
942
Coastline Trust
Rhode Island
$3.84M +$3.67K +10 +0.1%
FHB
943
First Hawaiian Bank
Hawaii
$3.84M -$71.5K -195 -2%
BAG
944
Bridgewealth Advisory Group
California
$3.84M +$367 +1 +0%
BBPWM
945
Blue Bell Private Wealth Management
Pennsylvania
$3.83M +$641K +1,748 +21%
CAMG
946
CWA Asset Management Group
Florida
$3.79M +$359K +979 +11%
MMH
947
Menora Mivtachim Holdings
Israel
$3.79M +$3.7M +10,080 New
FFA
948
Fi3 Financial Advisors
Indiana
$3.79M -$363K -989 -9%
SIC
949
Sigma Investment Counselors
Michigan
$3.78M +$4.77K +13 +0.1%
KBFS
950
Kohmann Bosshard Financial Services
Ohio
$3.75M +$34.8K +95 +1%
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38
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