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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1176
Surevest
California
$234K +$223K +790 New
SFSG
1177
Stearns Financial Services Group
North Carolina
$230K -$17K -60 -7%
CHJWM
1178
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K – – –
CWM
1179
Chronos Wealth Management
Florida
$228K +$218K +772 New
5L
1180
55I LLC
Massachusetts
$227K -$1.13K -4 -0.5%
PB
1181
Pinnacle Bancorp
Nebraska
$227K – – –
SAM
1182
SignalPoint Asset Management
Missouri
$227K – – –
VWM
1183
Venturi Wealth Management
Texas
$227K – – –
CISOA
1184
Capital Investment Services of America
Wisconsin
$227K +$217K +767 New
EL
1185
Envoi LLC
Minnesota
$227K – – –
AIM
1186
Arcadia Investment Management
Michigan
$225K +$1.13K +4 +0.5%
MFG
1187
Magnus Financial Group
New York
$224K +$1.98K +7 +0.9%
CDIA
1188
Capital Directions Investment Advisors
Georgia
$224K +$15.8K +56 +8%
AF
1189
Allworth Financial
California
$224K +$40.2K +142 +23%
NEIRG
1190
New England Investment & Retirement Group
Massachusetts
$222K – – –
SCA
1191
Sage Capital Advisors
South Dakota
$221K +$849 +3 +0.4%
NSAM
1192
North Star Asset Management
Wisconsin
$220K +$210K +744 New
SIM
1193
Stratos Investment Management
Ohio
$220K +$211K +745 New
AWM
1194
Argent Wealth Management
Massachusetts
$216K +$206K +730 New
CWM
1195
Cranbrook Wealth Management
Michigan
$216K +$206K +730 New
PWP
1196
Private Wealth Partners
California
$216K +$206K +730 New
AFP
1197
Ausdal Financial Partners
Iowa
$215K +$203K +718 New
FFWA
1198
FRG Family Wealth Advisors
Washington
$215K +$205K +726 New
GKWIM
1199
Gerber Kawasaki Wealth & Investment Management
California
$215K +$206K +729 New
DP
1200
Dearborn Partners
Illinois
$213K -$727K -2,571 -78%
46 47
48
49 50