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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1401
Brio Consultants
California
– -$243K -820 Closed
BWM
1402
Buckley Wealth Management
Nevada
– -$240K -811 Closed
AP
1403
Advisor Partners
California
– -$244K -808 Closed
DA
1404
Doliver Advisors
Texas
– -$239K -808 Closed
MWM
1405
Minot Wealth Management
Massachusetts
– -$246K -808 Closed
CC
1406
Callan Capital
California
– -$238K -806 Closed
NIC
1407
Northwest Investment Counselors
Oregon
– -$237K -801 Closed
VCM
1408
Verde Capital Management
Michigan
– -$237K -800 Closed
CAG
1409
Curtis Advisory Group
California
– -$235K -795 Closed
S
1410
Surevest
California
– -$234K -790 Closed
VWM
1411
Venturi Wealth Management
Texas
– -$227K -769 Closed
5L
1412
55I LLC
Massachusetts
– -$227K -768 Closed
SAM
1413
SignalPoint Asset Management
Missouri
– -$227K -768 Closed
CISOA
1414
Capital Investment Services of America
Wisconsin
– -$227K -767 Closed
EL
1415
Envoi LLC
Minnesota
– -$227K -766 Closed
SCA
1416
Sage Capital Advisors
South Dakota
– -$221K -747 Closed
SIM
1417
Stratos Investment Management
Ohio
– -$220K -745 Closed
NSAM
1418
North Star Asset Management
Wisconsin
– -$220K -744 Closed
AWM
1419
Argent Wealth Management
Massachusetts
– -$216K -730 Closed
PWP
1420
Private Wealth Partners
California
– -$216K -730 Closed
GKWIM
1421
Gerber Kawasaki Wealth & Investment Management
California
– -$215K -729 Closed
FFWA
1422
FRG Family Wealth Advisors
Washington
– -$215K -726 Closed
MGWM
1423
Marks Group Wealth Management
Minnesota
– -$213K -720 Closed
DP
1424
Dearborn Partners
Illinois
– -$213K -719 Closed
BWM
1425
BT Wealth Management
Georgia
– -$212K -717 Closed
55 56
57
58 59