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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
926
Philadelphia Trust Company
Pennsylvania
$13.2M -$136K -230 -1%
BSSFA
927
Baron Silver Stevens Financial Advisors
Florida
$13.2M -$638K -1,083 -5%
E3F
928
Eight 31 Financial
Texas
$13.2M +$815K +1,383 +7%
YP
929
YANKCOM Partnership
South Dakota
$13.2M +$358K +608 +3%
BFS
930
BridgePort Financial Solutions
Iowa
$13.2M +$291K +493 +2%
VST
931
Van Strum & Towne
California
$13.1M -$269K -457 -2%
PRP
932
Peak Retirement Planning
Ohio
$13.1M +$4.28M +7,260 +51%
AWM
933
Activest Wealth Management
Florida
$13.1M +$374K +634 +3%
PS
934
Principal Securities
Iowa
$13.1M +$1.15M +1,958 +10%
WMWM
935
Whitaker-Myers Wealth Managers
Ohio
$13.1M +$2.35M +3,986 +23%
CFC
936
Coyle Financial Counsel
Illinois
$13.1M -$87.2K -148 -0.7%
PP
937
Patten & Patten
Tennessee
$13.1M +$2.41M +4,093 +24%
HP
938
Holistic Planning
Texas
$13.1M +$276K +469 +2%
KAS
939
KPP Advisory Services
Kentucky
$13.1M +$176K +298 +1%
MFA
940
McClarren Financial Advisors
Pennsylvania
$13M +$6.28M +10,658 +46%
PFGIA
941
Patriot Financial Group Insurance Agency
Massachusetts
$13M -$953K -1,617 -7%
TFA
942
Trinity Financial Advisors
Ohio
$13M +$406K +688 +3%
CPWM
943
Cypress Point Wealth Management
Texas
$12.9M -$51.3K -87 -0.4%
CA
944
Continuum Advisory
Idaho
$12.9M +$1.89M +3,211 +18%
CVA
945
Central Valley Advisors
California
$12.9M +$178K +302 +1%
RYIA
946
Roehl & Yi Investment Advisors
Oregon
$12.9M -$346K -587 -0.4%
LNWWM
947
Laird Norton Wetherby Wealth Management
California
$12.8M +$445K +755 +4%
CF
948
Centaurus Financial
California
$12.8M +$193K +327 +2%
AFO
949
Allie Family Office
Florida
$12.8M +$7.81M +13,256 +176%
FFO
950
Fortitude Family Office
Arizona
$12.8M -$124K -211 -1%
36 37
38
39 40