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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
1351
Better Money Decisions
New Mexico
$445K +$433K +1,222 New
GL
1352
Graypoint LLC
New York
$444K +$206K +581 +91%
PPCM
1353
Pillar Pacific Capital Management
California
$443K – – –
CIAS
1354
CBIZ Investment Advisory Services
Ohio
$442K – – –
KOCAA
1355
Knights of Columbus Asset Advisors
Connecticut
$442K – – –
WA
1356
Wealth Architects
California
$441K +$429K +1,211 New
GP
1357
Girard Partners
Pennsylvania
$438K -$61.3K -173 -13%
HCMT
1358
Highland Capital Management (Tennessee)
Tennessee
$438K – – –
NGA
1359
Naples Global Advisors
Florida
$437K -$47.9K -135 -10%
CC
1360
Capital Counsel
New York
$437K – – –
PWA
1361
Providence Wealth Advisors
Illinois
$436K – – –
WCF
1362
West Coast Financial
California
$436K +$184K +518 +76%
PAM
1363
Panagora Asset Management
Massachusetts
$432K +$9.93K +28 +2%
CHP
1364
Cable Hill Partners
Oregon
$431K -$14.9K -42 -3%
BFS
1365
Bradley Foster & Sargent
Connecticut
$431K +$21.6K +61 +5%
IWP
1366
Icon Wealth Partners
Texas
$430K -$43.3K -122 -9%
ASW
1367
Astoria Strategic Wealth
Texas
$423K – – –
CWM
1368
Chesapeake Wealth Management
Virginia
$419K – – –
GA
1369
GFS Advisors
Texas
$419K – – –
CISOA
1370
Capital Investment Services of America
Wisconsin
$419K +$171K +482 +72%
FA
1371
Financial Advisors
Massachusetts
$418K – – –
SI
1372
Shaker Investments
Ohio
$418K – – –
CIA
1373
Compass Ion Advisors
Pennsylvania
$418K +$50K +141 +14%
AUB
1374
Atlantic Union Bankshares
Virginia
$417K +$58.2K +164 +17%
HR
1375
Hayden Royal
North Carolina
$417K +$406K +1,145 New
53 54
55
56 57