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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1601
Bordeaux Wealth Advisors
California
$486K +$32.9K +90 +6%
OIM
1602
Opus Investment Management
Massachusetts
$483K -$84K -230 -14%
AAP
1603
Arax Advisory Partners
Colorado
$483K +$21.9K +60 +4%
SF
1604
Safeguard Financial
Wisconsin
$483K +$134K +368 +33%
GEA
1605
Glen Eagle Advisors
New Jersey
$482K -$100K -274 -16%
AAS
1606
Annex Advisory Services
Wisconsin
$480K -$5.11K -14 -0.9%
LB
1607
Legacy Bridge
Iowa
$480K – – –
SC
1608
Sawyer & Company
Massachusetts
$480K +$52.2K +143 +11%
LA
1609
LVW Advisors
New York
$479K -$174K -476 -25%
1SB
1610
1ST Source Bank
Indiana
$479K – – –
CAM
1611
Cidel Asset Management
Ontario, Canada
$479K – – –
WSFS
1612
Wilmington Savings Fund Society
Delaware
$479K +$154K +421 +41%
PFG
1613
Pacific Financial Group
Washington
$477K +$4.02K +11 +0.8%
GWSG
1614
GPS Wealth Strategies Group
Colorado
$477K +$158K +433 +42%
CAM
1615
Congress Asset Management
Massachusetts
$477K +$531K +1,454 New
SIS
1616
Sound Income Strategies
Florida
$476K -$180K -492 -25%
IAG
1617
Investment Advisory Group
Massachusetts
$474K +$80.7K +221 +18%
GP
1618
Girard Partners
Pennsylvania
$473K -$365 -1 -0.1%
MFS
1619
Madrona Financial Services
Washington
$472K +$141K +385 +37%
OBWG
1620
Onyx Bridge Wealth Group
New York
$471K -$16.8K -46 -3%
P
1621
&Partners
Tennessee
$471K – – –
IIA
1622
IPG Investment Advisors
California
$468K -$490K -1,341 -48%
BHBT
1623
Burke & Herbert Bank & Trust
Virginia
$466K -$36.5K -100 -7%
DCM
1624
Donaldson Capital Management
Indiana
$464K +$247K +677 +92%
MIC
1625
Meridian Investment Counsel
California
$463K – – –
63 64
65
66 67