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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
1901
Santori & Peters Inc
Pennsylvania
$252K -$19.4K -46 -7%
DI
1902
Diligent Investors
California
$251K -$31.2K -74 -11%
AAM
1903
Ascension Asset Management
New York
$251K – – –
BWL
1904
Beacon Wealthcare LLC
North Carolina
$251K – – –
MAM
1905
Morse Asset Management
Connecticut
$251K – – –
MW
1906
Milestone Wealth
New York
$251K +$243K +575 New
CIP
1907
Capital Insight Partners
Arizona
$249K – – –
MPCG
1908
Matrix Private Capital Group
New York
$249K +$30.4K +72 +14%
BAMG
1909
Brand Asset Management Group
Missouri
$248K -$17.7K -42 -7%
IF
1910
Ironwood Financial
Arizona
$248K +$1.69K +4 +0.7%
TC
1911
Titleist Capital
Texas
$248K +$240K +568 New
MAWAG
1912
Mid-American Wealth Advisory Group
Missouri
$248K +$240K +569 New
ICP
1913
Ironvine Capital Partners
Nebraska
$247K – – –
VIP
1914
Vantage Investment Partners
Missouri
$247K – – –
KCM
1915
KRS Capital Management
Michigan
$246K +$238K +564 New
SC
1916
Stolper & Co
Oklahoma
$244K – – –
BA
1917
Bivin & Associates
Oklahoma
$244K +$236K +560 New
PAA
1918
Peregrine Asset Advisers
Oregon
$243K +$844 +2 +0.4%
NF
1919
NTB Financial
Colorado
$243K +$235K +557 New
BWP
1920
Bernardo Wealth Planning
Pennsylvania
$242K +$235K +556 New
GCP
1921
GSA Capital Partners
United Kingdom
$240K -$165K -390 -42%
MAM
1922
MMA Asset Management
Pennsylvania
$239K -$3.8K -9 -2%
MFS
1923
McNamara Financial Services
Massachusetts
$239K – – –
GBWM
1924
Granite Bay Wealth Management
New Hampshire
$239K +$231K +548 New
EL
1925
Essex LLC
Illinois
$235K +$844 +2 +0.4%
75 76
77
78 79