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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1226
WoodTrust Financial
Wisconsin
$2.14M +$123K +318 +6%
CFO
1227
Custos Family Office
Texas
$2.14M -$13.9K -36 -0.7%
CMANY
1228
Capital Management Associates (New York)
New York
$2.14M -$289K -748 -12%
BIA
1229
Bell Investment Advisors
California
$2.13M -$32K -83 -2%
DCM
1230
DGS Capital Management
New Jersey
$2.13M +$686K +1,778 +52%
LHEI
1231
Leo H. Evart Inc
California
$2.13M – – –
ACM
1232
AlphaStar Capital Management
North Carolina
$2.12M -$6.4M -16,586 -76%
CA
1233
Calton & Associates
Florida
$2.12M -$221K -573 -10%
MCA
1234
MSH Capital Advisors
Arizona
$2.09M +$172K +445 +9%
FPB
1235
First PREMIER Bank
South Dakota
$2.09M +$203K +525 +11%
PWP
1236
Principle Wealth Partners
Connecticut
$2.09M -$2.31K -6 -0.1%
JIP
1237
Jaffetilchin Investment Partners
Florida
$2.09M -$750K -1,945 -28%
BPWM
1238
Badgley Phelps Wealth Managers
Washington
$2.07M -$60.2K -156 -3%
YWS
1239
Yarger Wealth Strategies
Ohio
$2.07M +$367K +951 +23%
WLPWM
1240
Walled Lake Planning & Wealth Management
Illinois
$2.06M +$105K +272 +6%
MPWT
1241
MassMutual Private Wealth & Trust
Connecticut
$2.05M +$289K +748 +17%
VCA
1242
Verdence Capital Advisors
Maryland
$2.05M +$79.5K +206 +4%
CAM
1243
Columbia Asset Management
Michigan
$2.04M -$2.96M -7,660 -24%
AI
1244
Accredited Investors
Minnesota
$2.04M +$639K +1,657 +50%
MSS
1245
Mitchell Sinkler & Starr
Pennsylvania
$2.04M -$228K -590 -11%
BST
1246
Bath Savings Trust
Maine
$2.03M +$274K +710 +17%
VAF
1247
Values Added Financial
District of Columbia
$2.03M +$1.92M +4,973 New
ML
1248
McAdam LLC
Pennsylvania
$2.02M +$145K +377 +8%
PPWM
1249
Paragon Private Wealth Management
Kentucky
$2.02M -$5.01K -13 -0.3%
CAM
1250
Cidel Asset Management
Ontario, Canada
$2.02M – – –
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