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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
951
Estate Counselors
Wisconsin
$283K -$146K -550 -34%
NCM
952
Northwest Capital Management
Oregon
$277K -$13.5K -51 -5%
FC
953
Financial Consulate
Maryland
$273K -$18.3K -69 -6%
BAMG
954
Brand Asset Management Group
Missouri
$273K +$30.4K +115 +13%
COI
955
Capital One Investing
Virginia
$271K -$200K -756 -43%
CTC
956
Central Trust Company
Missouri
$270K +$143K +540 +122%
CPA
957
Court Place Advisors
Maryland
$269K – – –
IIA
958
IPG Investment Advisors
California
$265K -$19.8K -75 -7%
RFN
959
RDA Financial Network
Iowa
$264K -$2.12K -8 -0.8%
EWF
960
Epstein & White Financial
California
$258K -$64.6K -244 -21%
LIA
961
LS Investment Advisors
Michigan
$256K +$19.8K +75 +9%
VWM
962
Venturi Wealth Management
Texas
$254K -$61.4K -232 -20%
IBOK
963
Independence Bank of Kentucky
Kentucky
$253K +$66.1K +250 +36%
CFG
964
Cooper Financial Group
California
$252K -$20.4K -77 -8%
ADL
965
Asset Dedication LLC
California
$252K +$212K +800 +576%
DPI
966
Diversified Portfolios Inc
Michigan
$250K – – –
OCM
967
Oakwood Capital Management
California
$249K – – –
SDAM
968
Shulman DeMeo Asset Management
New York
$249K – – –
IWA
969
Intercontinental Wealth Advisors
Texas
$249K +$11.9K +45 +5%
CAC
970
Certified Advisory Corp
Florida
$245K -$29.6K -112 -11%
DHFB
971
Dixon Hubard Feinour & Brown
Virginia
$244K +$240K +907 New
LIC
972
Lodestar Investment Counsel
Illinois
$244K +$240K +908 New
BPB
973
Badgley, Phelps & Bell
Washington
$243K -$202K -763 -46%
VWM
974
Valley Wealth Managers
New Jersey
$243K +$239K +904 New
TW
975
TrinityPoint Wealth
Connecticut
$242K -$108K -410 -32%
37 38
39
40 41