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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1226
Berkeley Inc
Idaho
$2.12M +$260K +635 +13%
CAM
1227
Columbia Asset Management
Michigan
$2.11M +$499K +1,220 +5%
WF
1228
WoodTrust Financial
Wisconsin
$2.11M +$50.3K +123 +2%
SF
1229
Slagle Financial
Illinois
$2.11M -$27K -66 -1%
TWA
1230
TCI Wealth Advisors
Arizona
$2.09M +$341K +835 +19%
AI
1231
Arrien Investments
Idaho
$2.07M -$110K -268 -5%
BIA
1232
Bell Investment Advisors
California
$2.06M +$409 +1 +0%
BST
1233
Bath Savings Trust
Maine
$2.06M +$106K +259 +5%
EFS
1234
Essex Financial Services
Connecticut
$2.06M -$135K -330 -6%
DCM
1235
DGS Capital Management
New Jersey
$2.04M -$10.6K -26 -0.5%
CMANY
1236
Capital Management Associates (New York)
New York
$2.04M -$17.6K -43 -0.8%
LSA
1237
Lion Street Advisors
Texas
$2.04M +$13.1K +32 +0.6%
MC
1238
Moors & Cabot
Massachusetts
$2.03M +$278K +679 +15%
MWA
1239
Martel Wealth Advisors
Washington
$2.03M -$158K -386 -7%
TIM
1240
Tortoise Investment Management
New York
$2.03M +$658K +1,608 +45%
ECG
1241
EPIQ Capital Group
California
$2.02M +$437K +1,068 +26%
MPWT
1242
MassMutual Private Wealth & Trust
Connecticut
$2.02M +$48.7K +119 +2%
FPB
1243
First PREMIER Bank
South Dakota
$2.02M – – –
PWP
1244
Principle Wealth Partners
Connecticut
$2.01M +$409 +1 +0%
WLPWM
1245
Walled Lake Planning & Wealth Management
Illinois
$2.01M +$27.4K +67 +1%
SC
1246
Sawyer & Company
Massachusetts
$2.01M +$398K +973 +23%
PWP
1247
Perfromance Wealth Partners
Illinois
$2M -$176K -431 -8%
ML
1248
McAdam LLC
Pennsylvania
$1.99M +$41.3K +101 +2%
MCA
1249
MSH Capital Advisors
Arizona
$1.99M -$34.8K -85 -2%
IIC
1250
Ironwood Investment Counsel
Arizona
$1.97M +$938K +2,294 +84%
48 49
50
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