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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAP
1651
Financial Advisory Partners
Florida
$618K +$11.4K +31 +2%
LF
1652
Lee Financial
Texas
$616K -$127K -345 -17%
SI
1653
Shaker Investments
Ohio
$615K +$19.1K +52 +3%
LPIC
1654
LeJeune Puetz Investment Counsel
Michigan
$613K +$238K +650 +66%
BFA
1655
Bill Few Associates
Pennsylvania
$612K +$597K +1,627 New
SIS
1656
Sound Income Strategies
Florida
$609K +$82.9K +226 +16%
FOA
1657
Five Oceans Advisors
California
$608K +$37K +101 +7%
PFM
1658
Parsec Financial Management
North Carolina
$607K -$62K -169 -9%
DPI
1659
Diversified Portfolios Inc
Michigan
$607K -$31.9K -87 -5%
SCM
1660
SCS Capital Management
Massachusetts
$606K -$14.9M -40,712 -96%
FF
1661
Financial Futures
New Jersey
$606K -$14.7K -40 -2%
MLL
1662
Moody Lynn & Lieberson
Massachusetts
$604K – – –
GC
1663
Gibson Capital
Pennsylvania
$603K +$358K +975 +155%
CC
1664
Courier Capital
New York
$601K – – –
JWA
1665
JFS Wealth Advisors
Pennsylvania
$599K +$197K +536 +51%
EWA
1666
Etesian Wealth Advisors
Oregon
$595K +$28.2K +77 +5%
BFS
1667
Bard Financial Services
Connecticut
$592K – – –
RCWMU
1668
Rothschild & Co Wealth Management (UK)
United Kingdom
$592K – – –
ACM
1669
Allred Capital Management
Texas
$592K +$5.5K +15 +1%
RPSA
1670
Richard P. Slaughter Associates
Texas
$590K – – –
BFM
1671
Boston Financial Management
Massachusetts
$589K +$237K +647 +70%
RFP
1672
Root Financial Partners
California
$589K +$574K +1,566 New
DCM
1673
Dimension Capital Management
Florida
$589K – – –
WCM
1674
Wealthcare Capital Management
Virginia
$589K +$137K +374 +31%
TW
1675
Transform Wealth
Colorado
$588K +$24.6K +67 +4%
65 66
67
68 69