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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
1926
Piscataqua Savings Bank
New Hampshire
$212K +$18.8K +50 +9%
GP
1927
Greenline Partners
New York
$211K +$229K +607 New
SOAG
1928
Silver Oak Advisory Group
Oregon
$209K – – –
MCP
1929
Mirador Capital Partners
California
$208K -$250K -663 -53%
JSC
1930
Jackson Square Capital
California
$208K -$36.2K -96 -14%
CWM
1931
Chronos Wealth Management
Florida
$208K -$18.8K -50 -8%
FA
1932
Fagan Associates
New York
$208K – – –
FCT
1933
First Community Trust
Iowa
$207K -$54.6K -145 -20%
IIL
1934
Insight Inv LLC
California
$207K – – –
CAM
1935
Columbia Asset Management
Michigan
$207K +$225K +598 New
CMP
1936
Coston McIsaac & Partners
Maine
$206K +$223K +593 New
PFWA
1937
Paces Ferry Wealth Advisors
Georgia
$205K – – –
KWM
1938
KerberRose Wealth Management
Wisconsin
$204K +$221K +587 New
TW
1939
TrinityPoint Wealth
Connecticut
$202K -$14.3K -38 -6%
HWA
1940
Heritage Wealth Advisors
Virginia
$202K – – –
VWM
1941
Valley Wealth Managers
New Jersey
$202K – – –
WA
1942
Wambolt & Associates
Colorado
$201K +$218K +580 New
MW
1943
Milestone Wealth
New York
$199K – – –
CCM
1944
Cutler Capital Management
Massachusetts
$193K +$1.51K +4 +0.7%
CSB
1945
City State Bank
Iowa
$192K -$19.6K -52 -9%
LPIC
1946
LeJeune Puetz Investment Counsel
Michigan
$192K – – –
BAM
1947
Baldrige Asset Management
Pennsylvania
$182K – – –
AP
1948
Atwood & Palmer
Missouri
$178K +$194K +514 New
TFGT
1949
TS Financial Group (TSFG)
Illinois
$177K – – –
MPCG
1950
Matrix Private Capital Group
New York
$176K -$32.4K -86 -15%
76 77
78
79 80