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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
1226
M. Kraus & Co
Vermont
$351K +$347K +1,140 New
EI
1227
Ellevest Inc
New York
$350K +$81.6K +268 +31%
GCP
1228
Gill Capital Partners
Colorado
$349K +$3.66K +12 +1%
CC
1229
Cannell & Co
New York
$348K +$59.4K +195 +21%
JWA
1230
JFS Wealth Advisors
Pennsylvania
$347K – – –
CCT
1231
Country Club Trust
Missouri
$346K – – –
NAM
1232
North American Management
Massachusetts
$345K – – –
SAM
1233
Strategy Asset Managers
California
$344K +$64.6K +212 +23%
KFA
1234
Kays Financial Advisory
Georgia
$343K +$340K +1,115 New
NA
1235
Nottingham Advisors
New York
$343K +$340K +1,116 New
CA
1236
Continuum Advisory
Idaho
$342K +$110K +362 +49%
FA
1237
FCG Advisors
New Jersey
$341K +$1.52K +5 +0.5%
GA
1238
GFS Advisors
Texas
$338K -$9.14K -30 -3%
CFG
1239
Cooper Financial Group
California
$337K -$253K -832 -43%
KOCAA
1240
Knights of Columbus Asset Advisors
Connecticut
$335K +$48.4K +159 +17%
BFWA
1241
Benchmark Financial Wealth Advisors
Florida
$333K +$1.52K +5 +0.5%
IIC
1242
Ironwood Investment Counsel
Arizona
$331K +$328K +1,077 New
WPA
1243
Winning Points Advisors
Florida
$323K +$320K +1,050 New
CCM
1244
Cribstone Capital Management
Maine
$320K +$59.1K +194 +23%
TCM
1245
Tradewinds Capital Management
Washington
$320K +$88.3K +290 +39%
IWAG
1246
Integer Wealth Advisors Group
Georgia
$318K – – –
CT
1247
Cambridge Trust
Massachusetts
$317K – – –
IWS
1248
Insight Wealth Strategies
California
$316K +$10.1K +33 +3%
AP
1249
Appleton Partners
Massachusetts
$316K +$45.4K +149 +17%
MPIA
1250
Mountain Pacific Investment Advisers
Idaho
$315K – – –
48 49
50
51 52