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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
5L
1176
55I LLC
Massachusetts
$227K -$1.13K -4 -0.5%
PB
1177
Pinnacle Bancorp
Nebraska
$227K – – –
SAM
1178
SignalPoint Asset Management
Missouri
$227K – – –
VWM
1179
Venturi Wealth Management
Texas
$227K – – –
CISOA
1180
Capital Investment Services of America
Wisconsin
$227K +$217K +767 New
EL
1181
Envoi LLC
Minnesota
$227K – – –
AIM
1182
Arcadia Investment Management
Michigan
$225K +$1.13K +4 +0.5%
MFG
1183
Magnus Financial Group
New York
$224K +$1.98K +7 +0.9%
CDIA
1184
Capital Directions Investment Advisors
Georgia
$224K +$15.8K +56 +8%
AF
1185
Allworth Financial
California
$224K +$40.2K +142 +23%
NEIRG
1186
New England Investment & Retirement Group
Massachusetts
$222K – – –
SCA
1187
Sage Capital Advisors
South Dakota
$221K +$849 +3 +0.4%
NSAM
1188
North Star Asset Management
Wisconsin
$220K +$210K +744 New
SIM
1189
Stratos Investment Management
Ohio
$220K +$211K +745 New
JFA
1190
Johanson Financial Advisors
California
$219K +$18.4M +64,874 New
AWM
1191
Argent Wealth Management
Massachusetts
$216K +$206K +730 New
CWM
1192
Cranbrook Wealth Management
Michigan
$216K +$206K +730 New
PWP
1193
Private Wealth Partners
California
$216K +$206K +730 New
AFP
1194
Ausdal Financial Partners
Iowa
$215K +$203K +718 New
FFWA
1195
FRG Family Wealth Advisors
Washington
$215K +$205K +726 New
GKWIM
1196
Gerber Kawasaki Wealth & Investment Management
California
$215K +$206K +729 New
DP
1197
Dearborn Partners
Illinois
$213K -$727K -2,571 -78%
BFWA
1198
Benchmark Financial Wealth Advisors
Florida
$213K +$203K +719 New
MGWM
1199
Marks Group Wealth Management
Minnesota
$213K +$204K +720 New
BWM
1200
BT Wealth Management
Georgia
$212K +$203K +717 New
46 47
48
49 50