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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1701
Lyell Wealth Management
California
– -$265K -856 Closed
SWP
1702
Summit Wealth Partners
Florida
– -$243K -789 Closed
HCA
1703
Heck Capital Advisors
Wisconsin
– -$241K -782 Closed
VWM
1704
Vigilare Wealth Management
Arizona
– -$231K -750 Closed
SC
1705
Stolper & Co
Oklahoma
– -$229K -744 Closed
FAT
1706
First American Trust
California
– -$207K -672 Closed
OPCM
1707
Osborne Partners Capital Management
California
– -$206K -671 Closed
VCM
1708
Verde Capital Management
Michigan
– -$200K -650 Closed
MOACM
1709
Mutual of America Capital Management
New York
– -$178K -579 Closed
CCM
1710
Chiron Capital Management
Florida
– -$176K -571 Closed
TI
1711
tru Independence
Oregon
– -$160K -521 Closed
SC
1712
Slow Capital
California
– -$139K -452 Closed
JSC
1713
Jackson Square Capital
California
– -$100K -326 Closed
CHAM
1714
Clear Harbor Asset Management
Connecticut
– -$75.4K -245 Closed
MLFP
1715
MPS Loria Financial Planners
Illinois
– -$56K -183 Closed
NIC
1716
Northwest Investment Counselors
Oregon
– -$38K -125 Closed
BWM
1717
BNC Wealth Management
Oregon
– -$34K -111 Closed
M
1718
MOTCO
Texas
– -$32K -105 Closed
PCWA
1719
Pacific Capital Wealth Advisors
California
– -$8K -25 Closed
YAL
1720
Your Advocates Ltd
Texas
– -$8K -25 Closed
NL
1721
NVWM LLC
Pennsylvania
– -$6K -20 Closed
EFSCE
1722
Enterprise Financial Services Corp (EFSC)
Missouri
– -$5K -15 Closed
PCM
1723
Prelude Capital Management
New York
– -$1K -4 Closed
FA
1724
Faithward Advisors
Pennsylvania
– -$1K -2 Closed
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