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Vanguard S&P 500 ETF
VOO

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