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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1301
Kowal Investment Group
Wisconsin
$604K -$56.8K -148 -9%
FWSM
1302
First Wilshire Securities Management
California
$603K – – –
CCM
1303
Cribstone Capital Management
Maine
$602K +$3.84K +10 +0.7%
MG
1304
Mather Group
Illinois
$599K +$20K +52 +4%
JWBC
1305
J.W. Burns & Co
New York
$597K -$8.45K -22 -1%
BMD
1306
Better Money Decisions
New Mexico
$597K +$113K +295 +24%
FCA
1307
FLC Capital Advisors
California
$595K -$38.4K -100 -6%
CNBTD
1308
Citizens National Bank Trust Department
Mississippi
$595K – – –
HCM
1309
Hall Capital Management
Rhode Island
$592K +$578K +1,505 New
YWP
1310
YorkBridge Wealth Partners
New York
$589K +$384 +1 +0.1%
MSA
1311
Marino Stram & Associates
Massachusetts
$589K +$575K +1,497 New
LA
1312
LexAurum Advisors
Kansas
$586K -$22.3K -58 -4%
RDFA
1313
Ritter Daniher Financial Advisory
Ohio
$585K – – –
PCS
1314
Personal CFO Solutions
New Jersey
$583K +$2.3K +6 +0.4%
MCM
1315
McRae Capital Management
New Jersey
$582K -$51.1K -133 -8%
AP
1316
Americana Partners
Texas
$581K -$169K -440 -23%
CFA
1317
Capstone Financial Advisors
Illinois
$581K +$567K +1,476 New
KAM
1318
Knightsbridge Asset Management
California
$576K – – –
CAM
1319
Cidel Asset Management
Ontario, Canada
$574K -$57.6K -150 -9%
GAM
1320
Gould Asset Management
California
$572K -$377K -983 -40%
JFGIW
1321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$568K -$9.98K -26 -2%
AA
1322
Alesco Advisors
New York
$566K +$7.68K +20 +1%
PFG
1323
PAX Financial Group
Texas
$566K +$164K +428 +42%
WAM
1324
Weatherly Asset Management
California
$564K – – –
MSAM
1325
Moloney Securities Asset Management
Missouri
$564K +$20K +52 +4%
51 52
53
54 55