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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1601
Sawyer & Company
Massachusetts
$480K +$52.2K +143 +11%
LA
1602
LVW Advisors
New York
$479K -$174K -476 -25%
1SB
1603
1ST Source Bank
Indiana
$479K – – –
CAM
1604
Cidel Asset Management
Ontario, Canada
$479K – – –
WSFS
1605
Wilmington Savings Fund Society
Delaware
$479K +$154K +421 +41%
PFG
1606
Pacific Financial Group
Washington
$477K +$4.02K +11 +0.8%
GWSG
1607
GPS Wealth Strategies Group
Colorado
$477K +$158K +433 +42%
CAM
1608
Congress Asset Management
Massachusetts
$477K +$531K +1,454 New
SIS
1609
Sound Income Strategies
Florida
$476K -$180K -492 -25%
IAG
1610
Investment Advisory Group
Massachusetts
$474K +$80.7K +221 +18%
GP
1611
Girard Partners
Pennsylvania
$473K -$365 -1 -0.1%
MFS
1612
Madrona Financial Services
Washington
$472K +$141K +385 +37%
OBWG
1613
Onyx Bridge Wealth Group
New York
$471K -$16.8K -46 -3%
P
1614
&Partners
Tennessee
$471K – – –
IIA
1615
IPG Investment Advisors
California
$468K -$490K -1,341 -48%
BHBT
1616
Burke & Herbert Bank & Trust
Virginia
$466K -$36.5K -100 -7%
DCM
1617
Donaldson Capital Management
Indiana
$464K +$247K +677 +92%
MIC
1618
Meridian Investment Counsel
California
$463K – – –
MTIC
1619
Missouri Trust & Investment Company
Missouri
$460K -$5.48K -15 -1%
GP
1620
Greenline Partners
New York
$460K +$290K +794 +131%
FFH
1621
Fairfax Financial Holdings
Ontario, Canada
$459K -$219K -600 -30%
WF
1622
Wayfinding Financial
Washington
$458K -$81.1K -222 -14%
SFG
1623
SNS Financial Group
Minnesota
$458K – – –
LA
1624
LexAurum Advisors
Kansas
$455K -$170K -466 -25%
LWCFA
1625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$455K – – –
63 64
65
66 67