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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
1576
Matrix Private Capital Group
New York
$181K -$30.1K -85 -15%
SSC
1577
Syverson Strege & Co
Iowa
$179K +$57.8K +163 +50%
CAL
1578
Capital Analysts LLC
Pennsylvania
$179K +$139K +391 +383%
WC
1579
Westwind Capital
New Mexico
$177K – – –
BCA
1580
Berman Capital Advisors
Georgia
$174K +$13.1K +37 +8%
ARIS
1581
Advanced Research Investment Solutions
California
$170K – – –
TFGT
1582
TS Financial Group (TSFG)
Illinois
$168K – – –
JPLA
1583
Joseph P. Lucia & Associates
New York
$159K – – –
PWM
1584
Prentice Wealth Management
New York
$157K +$153K +432 New
LPIC
1585
LeJeune Puetz Investment Counsel
Michigan
$155K -$17.7K -50 -11%
BA
1586
Bellwether Advisors
Nebraska
$152K – – –
WFO
1587
Wealthgate Family Office
Colorado
$149K – – –
WFA
1588
Wells Financial Advisors
Massachusetts
$146K – – –
SIS
1589
Sound Income Strategies
Florida
$145K +$92.2K +260 +190%
VC
1590
Vestor Capital
Illinois
$140K -$117K -331 -46%
AWG
1591
Altus Wealth Group
Colorado
$131K -$70.9K -200 -37%
TLFA
1592
True Link Financial Advisors
California
$129K – – –
HFS
1593
Horizon Financial Services
North Carolina
$128K +$124K +350 New
BCP
1594
Blue Chip Partners
Michigan
$128K +$124K +351 New
RPCA
1595
Running Point Capital Advisors
California
$124K – – –
MPWT
1596
MassMutual Private Wealth & Trust
Connecticut
$122K -$371K -1,045 -76%
SNT
1597
Security National Trust
West Virginia
$120K +$8.87K +25 +8%
CAL
1598
Capital Advisors Ltd
Ohio
$118K +$115K +324 New
LDFR
1599
Lehman & Derafelo Financial Resources
Pennsylvania
$117K +$355 +1 +0.3%
PP
1600
Pacifica Partners
Canada
$116K -$5.32K -15 -5%
62 63
64
65 66