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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1001
Managed Account Services
Florida
$209K +$202K +763 New
SFA
1002
Sequoia Financial Advisors
Ohio
$208K – – –
RCG
1003
Ruggie Capital Group
Florida
$208K +$204K +772 New
MFG
1004
Magnus Financial Group
New York
$207K -$373K -1,411 -65%
EL
1005
Envoi LLC
Minnesota
$206K -$27.8K -105 -12%
LFG
1006
LifePlan Financial Group
Ohio
$206K +$192K +726 +1,815%
SAM
1007
Seelaus Asset Management
New Jersey
$204K +$200K +756 New
AIM
1008
Arcadia Investment Management
Michigan
$203K – – –
GC
1009
Grimes & Company
Massachusetts
$202K -$62.4K -236 -24%
SCA
1010
Sage Capital Advisors
South Dakota
$202K +$194K +734 New
MAG
1011
Mokosak Advisory Group
Iowa
$202K +$198K +750 New
PB
1012
Pinnacle Bancorp
Nebraska
$193K – – –
FNB
1013
Farmers National Bank
Kentucky
$189K +$76.2K +288 +69%
CDIA
1014
Capital Directions Investment Advisors
Georgia
$188K +$185K +700 New
CB
1015
CNB Bank
Pennsylvania
$187K – – –
CTB
1016
Country Trust Bank
Illinois
$187K – – –
PAM
1017
Panagora Asset Management
Massachusetts
$187K +$183K +693 New
BBA
1018
Braun-Bostich & Associates
Pennsylvania
$185K -$63.2K -239 -26%
BWM
1019
BerganKDV Wealth Management
Minnesota
$182K – – –
PO
1020
Private Ocean
California
$182K +$158K +597 +728%
CIAS
1021
Capital Investment Advisory Services
North Carolina
$172K +$9.26K +35 +6%
GT
1022
Glenmede Trust
Pennsylvania
$168K +$22.1M +83,723 +16%
RFM
1023
Royal Fund Management
Florida
$166K +$51.9K +196 +47%
AF
1024
Allworth Financial
California
$163K +$27.8K +105 +21%
MWM
1025
Mascoma Wealth Management
New Hampshire
$160K -$6.61K -25 -4%
39 40
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42 43