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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
1376
Values Added Financial
District of Columbia
$2.13M -$40.1K -98 -2%
TWA
1377
TCI Wealth Advisors
Arizona
$2.11M -$200K -488 -9%
CAM
1378
Cidel Asset Management
Ontario, Canada
$2.11M -$49.5K -121 -2%
JIP
1379
Jaffetilchin Investment Partners
Florida
$2.11M -$259K -633 -12%
CCP
1380
Clarity Capital Partners
California
$2.11M +$1.98M +4,830 New
GSEP
1381
Golden State Equity Partners
California
$2.1M +$274K +670 +16%
DWA
1382
Douglass Winthrop Advisors
New York
$2.1M +$950K +2,320 +93%
WF
1383
Welch & Forbes
Massachusetts
$2.1M +$485K +1,185 +33%
VR
1384
Valued Retirements
Texas
$2.1M +$1.96M +4,798 New
PHIC
1385
Pine Haven Investment Counsel
Massachusetts
$2.09M – – –
APIM
1386
Agate Pass Investment Management
Washington
$2.09M +$404K +986 +26%
GWA
1387
GGM Wealth Advisors
Maryland
$2.08M -$2.11M -5,156 -53%
FC
1388
Fiduciary Counselling
Minnesota
$2.07M – – –
GKWIM
1389
Gerber Kawasaki Wealth & Investment Management
California
$2.07M +$721K +1,761 +59%
PP
1390
PDS Planning
Ohio
$2.06M +$154K +376 +9%
CHA
1391
Cooper/Haims Advisors
New York
$2.06M +$11.1K +27 +0.6%
JSL
1392
JT Stratford LLC
Georgia
$2.06M +$409K +1,000 +27%
CC
1393
Copperleaf Capital
North Carolina
$2.06M -$28.2K -69 -1%
MWM
1394
Mascoma Wealth Management
New Hampshire
$2.06M +$45.4K +111 +2%
PA
1395
Procyon Advisors
Connecticut
$2.06M -$2.4M -5,865 -55%
MBT
1396
Montecito Bank & Trust
California
$2.05M +$269K +657 +16%
SWM
1397
Stockman Wealth Management
Montana
$2.05M -$900K -2,198 -32%
PCMC
1398
Planning Capital Management Corporation
Pennsylvania
$2.04M +$1.91M +4,677 New
FNWM
1399
Financial Network Wealth Management
Utah
$2.04M +$1.28M +3,115 +201%
VFP
1400
Verus Financial Partners
Virginia
$2.04M +$1.64K +4 +0.1%
54 55
56
57 58