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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1601
Nelson Capital Management
California
$220K -$4.22K -11 -2%
NEGWA
1602
New England Guild Wealth Advisors
Connecticut
$219K -$23.8K -62 -10%
CCM
1603
Chiron Capital Management
Florida
$217K -$7.68K -20 -4%
MFS
1604
McNamara Financial Services
Massachusetts
$215K +$210K +547 New
BAAM
1605
Baker Avenue Asset Management
California
$214K +$209K +544 New
RRCM
1606
Rappaport Reiches Capital Management
Illinois
$213K +$208K +541 New
GAM
1607
Gemmer Asset Management
California
$212K -$63.7K -166 -24%
PHS
1608
Pekin Hardy Strauss
Illinois
$211K -$30.7K -80 -13%
SP
1609
Successful Portfolios
Florida
$211K +$205K +535 New
DTC
1610
Davidson Trust Company
Washington
$207K +$202K +526 New
ICP
1611
Interchange Capital Partners
Pennsylvania
$206K -$29.2K -76 -13%
VCP
1612
Vista Capital Partners
Oregon
$206K -$28.4K -74 -12%
MAM
1613
MMA Asset Management
Pennsylvania
$206K +$201K +523 New
AWA
1614
ARQ Wealth Advisors
Arizona
$206K +$201K +524 New
BAM
1615
Baldrige Asset Management
Pennsylvania
$206K +$201K +524 New
AGA
1616
Arkos Global Advisors
Texas
$205K -$74.5K -194 -27%
CL
1617
CIM LLC
New York
$203K +$192K +500 New
KC
1618
Kingfisher Capital
North Carolina
$203K +$198K +516 New
KFP
1619
KMG Fiduciary Partners
Ohio
$202K +$197K +513 New
CWM
1620
Concentrum Wealth Management
California
$202K +$197K +514 New
SFWA
1621
Summit Financial Wealth Advisors
Louisiana
$201K +$196K +511 New
MPCG
1622
Matrix Private Capital Group
New York
$197K – – –
SSC
1623
Syverson Strege & Co
Iowa
$194K – – –
BCA
1624
Berman Capital Advisors
Georgia
$188K -$384 -1 -0.2%
ARIS
1625
Advanced Research Investment Solutions
California
$184K – – –
63 64
65
66 67