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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1951
McNamara Financial Services
Massachusetts
$227K – – –
PAA
1952
Peregrine Asset Advisers
Oregon
$226K -$4.91K -12 -2%
MAM
1953
MMA Asset Management
Pennsylvania
$225K +$26.6K +65 +12%
CSA
1954
Cottage Street Advisors
Massachusetts
$224K +$13.1K +32 +6%
NFP
1955
Narus Financial Partners
Utah
$224K +$221K +539 New
FWM
1956
Fairhaven Wealth Management
Illinois
$223K +$220K +538 New
RRA
1957
Round Rock Advisors
Connecticut
$223K +$220K +538 New
MKA
1958
M. Kulyk & Associates
Georgia
$220K – – –
LC
1959
Lincoln Capital
Nebraska
$220K +$2.05K +5 +1%
CI
1960
Ceera Investments
Texas
$218K -$71.6K -175 -25%
BAM
1961
Baldrige Asset Management
Pennsylvania
$218K – – –
SP
1962
Successful Portfolios
Florida
$217K -$2.05K -5 -0.9%
VCP
1963
Vista Capital Partners
Oregon
$217K – – –
BBVA
1964
Banco Bilbao Vizcaya Argentaria
Spain
$216K – – –
RWA
1965
Rainsberger Wealth Advisors
Colorado
$216K +$409 +1 +0.2%
KOCAA
1966
Knights of Columbus Asset Advisors
Connecticut
$215K -$300K -734 -59%
KC
1967
Kingfisher Capital
North Carolina
$214K – – –
MWP
1968
Madison Wealth Partners
Wisconsin
$214K – – –
NGA
1969
Naples Global Advisors
Florida
$213K – – –
TFGT
1970
TS Financial Group (TSFG)
Illinois
$212K +$20.5K +50 +11%
MPWT
1971
MassMutual Private Wealth & Trust
Connecticut
$210K -$4.03M -9,839 -95%
HW
1972
Hedeker Wealth
Illinois
$210K +$1.23K +3 +0.6%
JC
1973
Jentner Corp
Ohio
$210K +$6.96K +17 +3%
RW
1974
REDW Wealth
New Mexico
$209K +$206K +503 New
SIG
1975
Sargent Investment Group
Maryland
$208K -$52.4K -128 -20%
77 78
79
80 81