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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1601
Gemmer Asset Management
California
$212K -$63.7K -166 -24%
PHS
1602
Pekin Hardy Strauss
Illinois
$211K -$30.7K -80 -13%
SP
1603
Successful Portfolios
Florida
$211K +$205K +535 New
DTC
1604
Davidson Trust Company
Washington
$207K +$202K +526 New
ICP
1605
Interchange Capital Partners
Pennsylvania
$206K -$29.2K -76 -13%
VCP
1606
Vista Capital Partners
Oregon
$206K -$28.4K -74 -12%
MAM
1607
MMA Asset Management
Pennsylvania
$206K +$201K +523 New
AWA
1608
ARQ Wealth Advisors
Arizona
$206K +$201K +524 New
BAM
1609
Baldrige Asset Management
Pennsylvania
$206K +$201K +524 New
AGA
1610
Arkos Global Advisors
Texas
$205K -$74.5K -194 -27%
CL
1611
CIM LLC
New York
$203K +$192K +500 New
KC
1612
Kingfisher Capital
North Carolina
$203K +$198K +516 New
KFP
1613
KMG Fiduciary Partners
Ohio
$202K +$197K +513 New
CWM
1614
Concentrum Wealth Management
California
$202K +$197K +514 New
SFWA
1615
Summit Financial Wealth Advisors
Louisiana
$201K +$196K +511 New
MPCG
1616
Matrix Private Capital Group
New York
$197K – – –
SSC
1617
Syverson Strege & Co
Iowa
$194K – – –
BCA
1618
Berman Capital Advisors
Georgia
$188K -$384 -1 -0.2%
ARIS
1619
Advanced Research Investment Solutions
California
$184K – – –
TFGT
1620
TS Financial Group (TSFG)
Illinois
$181K – – –
OCM
1621
Orion Capital Management
California
$181K +$113K +295 +178%
LPIC
1622
LeJeune Puetz Investment Counsel
Michigan
$179K +$11.5K +30 +7%
SIM
1623
Sonora Investment Management
Arizona
$177K -$39.2K -102 -19%
VC
1624
Vestor Capital
Illinois
$174K +$22.3K +58 +15%
JPLA
1625
Joseph P. Lucia & Associates
New York
$172K – – –
63 64
65
66 67