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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1351
NTV Asset Management
West Virginia
$208K +$206K +675 New
GA
1352
Gateway Advisory
New Jersey
$207K -$2.12M -6,952 -91%
FAT
1353
First American Trust
California
$207K +$205K +672 New
WB
1354
West Bancorporation
Iowa
$206K – – –
SIM
1355
Stratos Investment Management
Ohio
$206K +$204K +669 New
OPCM
1356
Osborne Partners Capital Management
California
$206K +$204K +671 New
CPA
1357
Clear Perspective Advisors
Illinois
$203K -$4.57M -15,001 -31%
BBVA
1358
Banco Bilbao Vizcaya Argentaria
Spain
$202K +$200K +658 New
VCM
1359
Verde Capital Management
Michigan
$200K +$198K +650 New
HWA
1360
Heritage Wealth Advisors
Virginia
$199K -$21.3K -70 -10%
CB
1361
CNB Bank
Pennsylvania
$189K -$10.1K -33 -5%
WC
1362
Westwind Capital
New Mexico
$181K – – –
MOACM
1363
Mutual of America Capital Management
New York
$178K +$96K +315 +119%
CCM
1364
Chiron Capital Management
Florida
$176K +$174K +571 New
BWM
1365
Baystate Wealth Management
Massachusetts
$160K +$1.22K +4 +0.8%
TI
1366
tru Independence
Oregon
$160K +$159K +521 New
PP
1367
PrairieView Partners
Minnesota
$158K – – –
SFSG
1368
Stearns Financial Services Group
North Carolina
$154K -$63.4K -208 -29%
LPIC
1369
LeJeune Puetz Investment Counsel
Michigan
$146K – – –
SIM
1370
Sonora Investment Management
Arizona
$142K – – –
TFGT
1371
TS Financial Group (TSFG)
Illinois
$142K – – –
SC
1372
Slow Capital
California
$139K +$138K +452 New
WEC
1373
Winslow Evans & Crocker
Massachusetts
$137K – – –
BCA
1374
Berman Capital Advisors
Georgia
$135K -$3.05K -10 -2%
BWA
1375
BDO Wealth Advisors
Florida
$125K +$46K +151 +59%
53 54
55
56 57