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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1651
Successful Portfolios
Florida
$211K – – –
EL
1652
Essex LLC
Illinois
$211K +$217K +536 New
IA
1653
Insight Advisors
Pennsylvania
$209K -$436K -1,074 -69%
TCA
1654
Transcend Capital Advisors
New Jersey
$209K -$180K -443 -47%
MKA
1655
M. Kulyk & Associates
Georgia
$208K +$214K +527 New
BAM
1656
Baldrige Asset Management
Pennsylvania
$207K – – –
VCP
1657
Vista Capital Partners
Oregon
$207K – – –
ICP
1658
Interchange Capital Partners
Pennsylvania
$207K +$406 +1 +0.2%
AGA
1659
Arkos Global Advisors
Texas
$206K – – –
AWA
1660
ARQ Wealth Advisors
Arizona
$205K -$2.03K -5 -1%
BBA
1661
Braun-Bostich & Associates
Pennsylvania
$204K -$23.5K -58 -10%
CWM
1662
Concentrum Wealth Management
California
$203K – – –
KC
1663
Kingfisher Capital
North Carolina
$203K – – –
STAS
1664
Strong Tower Advisory Services
Minnesota
$203K +$206K +507 New
SFWA
1665
Summit Financial Wealth Advisors
Louisiana
$202K – – –
RPCA
1666
Running Point Capital Advisors
California
$198K +$64.9K +160 +47%
MPCG
1667
Matrix Private Capital Group
New York
$197K – – –
WCMN
1668
Westchester Capital Management (Nebraska)
Nebraska
$197K +$203K +500 New
SSC
1669
Syverson Strege & Co
Iowa
$194K – – –
BCA
1670
Berman Capital Advisors
Georgia
$188K +$406 +1 +0.2%
ARIS
1671
Advanced Research Investment Solutions
California
$188K – – –
OCM
1672
Orion Capital Management
California
$182K – – –
TFGT
1673
TS Financial Group (TSFG)
Illinois
$181K – – –
SIM
1674
Sonora Investment Management
Arizona
$180K +$3.25K +8 +2%
LPIC
1675
LeJeune Puetz Investment Counsel
Michigan
$179K – – –
65 66
67
68 69