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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
1001
Brown Advisory Securities
Maryland
$222K +$218K +823 New
IF
1002
IRON Financial
Illinois
$216K -$66.1K -250 -23%
MOS
1003
MGO One Seven
Ohio
$216K -$794 -3 -0.4%
EIP
1004
Ellis Investment Partners
Pennsylvania
$215K – – –
CC
1005
Callan Capital
California
$214K – – –
MFW
1006
Meristem Family Wealth
Minnesota
$214K +$210K +795 New
TWA
1007
TCI Wealth Advisors
Arizona
$213K -$68.5K -259 -25%
CHJWM
1008
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K -$1.85K -7 -0.9%
QCM
1009
Quest Capital Management
Texas
$211K +$265 +1 +0.1%
MAS
1010
Managed Account Services
Florida
$209K +$202K +763 New
SFA
1011
Sequoia Financial Advisors
Ohio
$208K – – –
RCG
1012
Ruggie Capital Group
Florida
$208K +$204K +772 New
MFG
1013
Magnus Financial Group
New York
$207K -$373K -1,411 -65%
EL
1014
Envoi LLC
Minnesota
$206K -$27.8K -105 -12%
LFG
1015
LifePlan Financial Group
Ohio
$206K +$192K +726 +1,815%
SAM
1016
Seelaus Asset Management
New Jersey
$204K +$200K +756 New
AIM
1017
Arcadia Investment Management
Michigan
$203K – – –
GC
1018
Grimes & Company
Massachusetts
$202K -$62.4K -236 -24%
SCA
1019
Sage Capital Advisors
South Dakota
$202K +$194K +734 New
MAG
1020
Mokosak Advisory Group
Iowa
$202K +$198K +750 New
PB
1021
Pinnacle Bancorp
Nebraska
$193K – – –
FNB
1022
Farmers National Bank
Kentucky
$189K +$76.2K +288 +69%
CDIA
1023
Capital Directions Investment Advisors
Georgia
$188K +$185K +700 New
CB
1024
CNB Bank
Pennsylvania
$187K – – –
CTB
1025
Country Trust Bank
Illinois
$187K – – –
39 40
41
42 43