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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JMNC
1101
J. Mark Nickell & Co
Tennessee
$13.2M +$75.3K +113 +0.6%
SC
1102
Saiph Capital
New Jersey
$13.2M -$408K -612 -3%
IBOK
1103
Independence Bank of Kentucky
Kentucky
$13.2M +$260K +390 +2%
NEPWA
1104
New England Private Wealth Advisors
Massachusetts
$13.2M +$86.7K +130 +0.7%
BFS
1105
BridgePort Financial Solutions
Iowa
$13.2M -$1.31M -1,966 -9%
GRA
1106
Golden Road Advisors
Florida
$13.2M -$113K -170 -0.9%
HA
1107
Hyposwiss Advisors
$13.2M -$227K -340 -2%
PWS
1108
Pursuit Wealth Strategies
North Carolina
$13.2M +$2K +3 +0%
RIL
1109
Rothschild Investment LLC
Illinois
$13.2M +$431K +646 +3%
HP
1110
Hikari Power
Japan
$13.2M – – –
PVI
1111
Pine Valley Investments
New Jersey
$13.2M +$145K +217 +1%
GBWM
1112
Granite Bay Wealth Management
New Hampshire
$13.2M +$11.9M +17,789 +1,268%
SWM
1113
Sendero Wealth Management
Texas
$13.2M -$535K -802 -4%
APIM
1114
Agate Pass Investment Management
Washington
$13.1M +$819K +1,229 +7%
CA
1115
CSM Advisors
Pennsylvania
$13.1M -$426K -639 -3%
SWASL
1116
Spartan Wealth Advisory Services LLC
Michigan
$13.1M -$669K -1,004 -5%
CCM
1117
Cambridge Capital Management
Illinois
$13.1M +$458K +687 +4%
RSEWM
1118
River's Edge Wealth Management
Pennsylvania
$13.1M +$419K +628 +3%
AIM
1119
Advyzon Investment Management
Illinois
$13M +$1.19M +1,778 +10%
SAM
1120
SP Asset Management
California
$13M +$743K +1,115 +6%
PIM
1121
Pullen Investment Management
Florida
$13M +$78K +117 +0.6%
JIG
1122
Junk Investment Group
Maryland
$12.9M -$105K -158 -0.8%
RWM
1123
Rockwood Wealth Management
Pennsylvania
$12.9M +$1.08M +1,620 +9%
MSS
1124
Mitchell Sinkler & Starr
Pennsylvania
$12.9M +$1.55M +2,323 +14%
SPWM
1125
Smith Partners Wealth Management
North Carolina
$12.8M +$3M +4,496 +32%
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45
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