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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
976
Northwest Capital Management
Oregon
$281K – – –
CT
977
Cambridge Trust
Massachusetts
$281K +$280K +1,030 New
CTC
978
Central Trust Company
Missouri
$279K +$11.4K +42 +4%
BFA
979
Bragg Financial Advisors
North Carolina
$276K -$735K -2,709 -73%
TL
980
TrueWealth LLC
Georgia
$276K -$46.7K -172 -15%
3AM
981
3EDGE Asset Management
Florida
$276K +$275K +1,013 New
FCA
982
FLC Capital Advisors
California
$275K -$207K -761 -43%
ACA
983
Ackerman Capital Advisors
Texas
$273K +$271K +1,000 New
QCM
984
Quest Capital Management
Texas
$272K +$57.5K +212 +27%
SI
985
Shaker Investments
Ohio
$271K +$270K +994 New
SPI
986
Santori & Peters Inc
Pennsylvania
$268K -$103K -379 -28%
CP
987
Camelot Portfolios
Ohio
$262K +$36.9K +136 +16%
LIA
988
LS Investment Advisors
Michigan
$260K – – –
RC
989
Roundview Capital
New Jersey
$260K +$21.7K +80 +9%
TWA
990
TCI Wealth Advisors
Arizona
$257K +$41K +151 +19%
ADL
991
Asset Dedication LLC
California
$256K – – –
BPB
992
Badgley, Phelps & Bell
Washington
$255K +$8.96K +33 +4%
OCM
993
Oakwood Capital Management
California
$254K +$1.09K +4 +0.4%
DPI
994
Diversified Portfolios Inc
Michigan
$253K – – –
BL
995
BFSG LLC
California
$253K +$25.8K +95 +11%
TW
996
TrinityPoint Wealth
Connecticut
$247K +$271 +1 +0.1%
CSIC
997
Clifford Swan Investment Counsel
California
$245K – – –
PWM
998
PRW Wealth Management
Massachusetts
$245K – – –
CFG
999
Cooper Financial Group
California
$244K -$11.1K -41 -4%
CAC
1000
Certified Advisory Corp
Florida
$242K -$6.24K -23 -3%
38 39
40
41 42