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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1401
Briaud Financial Planning
Texas
– -$250K -845 Closed
SDAM
1402
Shulman DeMeo Asset Management
New York
– -$244K -826 Closed
SAM
1403
Strategy Asset Managers
California
– -$244K -825 Closed
BC
1404
Brio Consultants
California
– -$243K -820 Closed
BWM
1405
Buckley Wealth Management
Nevada
– -$240K -811 Closed
AP
1406
Advisor Partners
California
– -$244K -808 Closed
DA
1407
Doliver Advisors
Texas
– -$239K -808 Closed
MWM
1408
Minot Wealth Management
Massachusetts
– -$246K -808 Closed
CC
1409
Callan Capital
California
– -$238K -806 Closed
NIC
1410
Northwest Investment Counselors
Oregon
– -$237K -801 Closed
VCM
1411
Verde Capital Management
Michigan
– -$237K -800 Closed
CAG
1412
Curtis Advisory Group
California
– -$235K -795 Closed
S
1413
Surevest
California
– -$234K -790 Closed
VWM
1414
Venturi Wealth Management
Texas
– -$227K -769 Closed
5L
1415
55I LLC
Massachusetts
– -$227K -768 Closed
SAM
1416
SignalPoint Asset Management
Missouri
– -$227K -768 Closed
CISOA
1417
Capital Investment Services of America
Wisconsin
– -$227K -767 Closed
EL
1418
Envoi LLC
Minnesota
– -$227K -766 Closed
SCA
1419
Sage Capital Advisors
South Dakota
– -$221K -747 Closed
SIM
1420
Stratos Investment Management
Ohio
– -$220K -745 Closed
NSAM
1421
North Star Asset Management
Wisconsin
– -$220K -744 Closed
AWM
1422
Argent Wealth Management
Massachusetts
– -$216K -730 Closed
PWP
1423
Private Wealth Partners
California
– -$216K -730 Closed
GKWIM
1424
Gerber Kawasaki Wealth & Investment Management
California
– -$215K -729 Closed
FFWA
1425
FRG Family Wealth Advisors
Washington
– -$215K -726 Closed
55 56
57
58 59