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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1576
Chiron Capital Management
Florida
$208K +$202K +571 New
ICP
1577
Ironvine Capital Partners
Nebraska
$206K +$201K +566 New
SIM
1578
Sonora Investment Management
Arizona
$201K +$31.9K +90 +20%
SW
1579
SkyOak Wealth
Michigan
$200K -$2.25M -6,337 -92%
EI
1580
Ellevest Inc
New York
$190K -$37.6K -106 -17%
BWM
1581
Baystate Wealth Management
Massachusetts
$182K -$9.22K -26 -5%
MPCG
1582
Matrix Private Capital Group
New York
$181K -$30.1K -85 -15%
SSC
1583
Syverson Strege & Co
Iowa
$179K +$57.8K +163 +50%
CAL
1584
Capital Analysts LLC
Pennsylvania
$179K +$139K +391 +383%
WC
1585
Westwind Capital
New Mexico
$177K – – –
BCA
1586
Berman Capital Advisors
Georgia
$174K +$13.1K +37 +8%
ARIS
1587
Advanced Research Investment Solutions
California
$170K – – –
TFGT
1588
TS Financial Group (TSFG)
Illinois
$168K – – –
JPLA
1589
Joseph P. Lucia & Associates
New York
$159K – – –
PWM
1590
Prentice Wealth Management
New York
$157K +$153K +432 New
LPIC
1591
LeJeune Puetz Investment Counsel
Michigan
$155K -$17.7K -50 -11%
BA
1592
Bellwether Advisors
Nebraska
$152K – – –
WFO
1593
Wealthgate Family Office
Colorado
$149K – – –
WFA
1594
Wells Financial Advisors
Massachusetts
$146K – – –
SIS
1595
Sound Income Strategies
Florida
$145K +$92.2K +260 +190%
VC
1596
Vestor Capital
Illinois
$140K -$117K -331 -46%
AWG
1597
Altus Wealth Group
Colorado
$131K -$70.9K -200 -37%
TLFA
1598
True Link Financial Advisors
California
$129K – – –
HFS
1599
Horizon Financial Services
North Carolina
$128K +$124K +350 New
BCP
1600
Blue Chip Partners
Michigan
$128K +$124K +351 New
62 63
64
65 66