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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1201
Peak Asset Management
Colorado
$1.59M +$280K +685 +22%
CA
1202
Calton & Associates
Florida
$1.58M -$27.4K -67 -2%
LRIA
1203
Leonard Rickey Investment Advisors
Washington
$1.58M -$20.1K -49 -1%
RIL
1204
Rothschild Investment LLC
Illinois
$1.58M +$116K +283 +8%
ZIG
1205
Zullo Investment Group
Pennsylvania
$1.57M – – –
CAC
1206
Certified Advisory Corp
Florida
$1.57M +$152K +372 +11%
MFG
1207
MidWestOne Financial Group
Iowa
$1.57M -$133K -326 -8%
PPW
1208
PACK Private Wealth
Minnesota
$1.56M – – –
PWG
1209
Private Wealth Group
Florida
$1.56M – – –
GWM
1210
GSB Wealth Management
Connecticut
$1.53M -$113K -277 -7%
CCIA
1211
Cherry Creek Investment Advisors
Colorado
$1.53M -$405K -989 -21%
BAS
1212
Brown Advisory Securities
Maryland
$1.53M +$135K +330 +10%
AL
1213
ACAS LLC
California
$1.52M +$19.6K +48 +1%
VCM
1214
Violich Capital Management
California
$1.51M -$90.9K -222 -6%
WF
1215
Welch & Forbes
Massachusetts
$1.51M – – –
FWCM
1216
Ferguson Wellman Capital Management
Oregon
$1.5M +$397K +969 +37%
PGA
1217
Portland Global Advisors
Maine
$1.5M -$34K -83 -2%
FFH
1218
Fairfax Financial Holdings
Ontario, Canada
$1.5M -$328K -800 -18%
HSWM
1219
Hubbell Strickland Wealth Management
Louisiana
$1.5M +$27.4K +67 +2%
LSA
1220
Lion Street Advisors
Texas
$1.5M -$119K -290 -7%
BDF
1221
Black Diamond Financial
Maryland
$1.49M -$784K -1,914 -35%
PTP
1222
Platform Technology Partners
New York
$1.49M +$208K +508 +16%
NWM
1223
Nauset Wealth Management
Connecticut
$1.49M -$5.73K -14 -0.4%
SWA
1224
Strategies Wealth Advisors
Michigan
$1.48M +$480K +1,173 +49%
PP
1225
PDS Planning
Ohio
$1.48M +$455K +1,112 +45%
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