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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1351
Telos Capital Management
California
$451K -$142K -400 -24%
NSAM
1352
North Star Asset Management
Wisconsin
$451K +$29.4K +83 +7%
HFA
1353
Hoover Financial Advisors
Pennsylvania
$446K -$196K -553 -32%
DR
1354
Davis Rea
Ontario, Canada
$445K +$67.4K +190 +3%
BMD
1355
Better Money Decisions
New Mexico
$445K +$433K +1,222 New
GL
1356
Graypoint LLC
New York
$444K +$206K +581 +91%
PPCM
1357
Pillar Pacific Capital Management
California
$443K – – –
CIAS
1358
CBIZ Investment Advisory Services
Ohio
$442K – – –
KOCAA
1359
Knights of Columbus Asset Advisors
Connecticut
$442K – – –
WA
1360
Wealth Architects
California
$441K +$429K +1,211 New
GP
1361
Girard Partners
Pennsylvania
$438K -$61.3K -173 -13%
HCMT
1362
Highland Capital Management (Tennessee)
Tennessee
$438K – – –
NGA
1363
Naples Global Advisors
Florida
$437K -$47.9K -135 -10%
CC
1364
Capital Counsel
New York
$437K – – –
PWA
1365
Providence Wealth Advisors
Illinois
$436K – – –
WCF
1366
West Coast Financial
California
$436K +$184K +518 +76%
PAM
1367
Panagora Asset Management
Massachusetts
$432K +$9.93K +28 +2%
CHP
1368
Cable Hill Partners
Oregon
$431K -$14.9K -42 -3%
BFS
1369
Bradley Foster & Sargent
Connecticut
$431K +$21.6K +61 +5%
IWP
1370
Icon Wealth Partners
Texas
$430K -$43.3K -122 -9%
ASW
1371
Astoria Strategic Wealth
Texas
$423K – – –
CWM
1372
Chesapeake Wealth Management
Virginia
$419K – – –
GA
1373
GFS Advisors
Texas
$419K – – –
CISOA
1374
Capital Investment Services of America
Wisconsin
$419K +$171K +482 +72%
FA
1375
Financial Advisors
Massachusetts
$418K – – –
53 54
55
56 57