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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1201
Verdence Capital Advisors
Maryland
$1.82M +$563K +1,536 +47%
PAIM
1202
Punch & Associates Investment Management
Minnesota
$1.81M -$5.01M -13,648 -74%
TWA
1203
TCI Wealth Advisors
Arizona
$1.81M +$468K +1,276 +36%
SNB
1204
Security National Bank
Nebraska
$1.8M -$305K -833 -15%
PHIC
1205
Pine Haven Investment Counsel
Massachusetts
$1.8M – – –
HA
1206
Harfst & Associates
Wyoming
$1.8M -$68.9K -188 -4%
WLPWM
1207
Walled Lake Planning & Wealth Management
Illinois
$1.8M +$47.3K +129 +3%
CCM
1208
Ciovacco Capital Management
Georgia
$1.8M +$1.75M +4,776 New
AIM
1209
Avity Investment Management
Connecticut
$1.79M +$167K +455 +11%
BBNB
1210
Baker Boyer National Bank
Washington
$1.79M – – –
FHC
1211
First Heartland Consultants
Missouri
$1.79M -$283K -773 -14%
PIA
1212
Perennial Investment Advisors
California
$1.78M -$836K -2,279 -32%
HIP
1213
HUB Investment Partners
Texas
$1.78M +$1.74M +4,738 New
FC
1214
Fiduciary Counselling
Minnesota
$1.78M – – –
MCA
1215
MSH Capital Advisors
Arizona
$1.77M -$92.8K -253 -5%
PIAS
1216
PCA Investment Advisory Services
Ohio
$1.76M +$1.72M +4,686 New
EW
1217
Enzi Wealth
Texas
$1.76M -$101K -276 -6%
RWP
1218
Revolve Wealth Partners
New Jersey
$1.76M -$96.1K -262 -5%
PWM
1219
Penobscot Wealth Management
Maine
$1.76M -$71.1K -194 -4%
CHA
1220
Cooper/Haims Advisors
New York
$1.76M +$1.47K +4 +0.1%
RBC
1221
Roble Belko & Company
Pennsylvania
$1.75M -$216K -589 -11%
PAM
1222
Private Asset Management
California
$1.75M -$1.83K -5 -0.1%
BBA
1223
BLB&B Advisors
Pennsylvania
$1.75M +$7.7K +21 +0.5%
TFA
1224
Teamwork Financial Advisors
Texas
$1.74M +$159K +433 +10%
FPB
1225
First PREMIER Bank
South Dakota
$1.73M +$39.6K +108 +2%
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