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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1951
City State Bank
Iowa
$192K -$19.6K -52 -9%
LPIC
1952
LeJeune Puetz Investment Counsel
Michigan
$192K – – –
BAM
1953
Baldrige Asset Management
Pennsylvania
$182K – – –
AP
1954
Atwood & Palmer
Missouri
$178K +$194K +514 New
TFGT
1955
TS Financial Group (TSFG)
Illinois
$177K – – –
MPCG
1956
Matrix Private Capital Group
New York
$176K -$32.4K -86 -15%
WCMN
1957
Westchester Capital Management (Nebraska)
Nebraska
$173K – – –
PP
1958
Pacifica Partners
Canada
$173K +$64.8K +172 +55%
CDIA
1959
Capital Directions Investment Advisors
Georgia
$169K +$18.5K +49 +11%
EDRH
1960
Edmond de Rothschild Holding
Switzerland
$167K -$1.32M -3,517 -88%
KOCAA
1961
Knights of Columbus Asset Advisors
Connecticut
$166K -$14.7K -39 -8%
JPLA
1962
Joseph P. Lucia & Associates
New York
$165K – – –
OCM
1963
Orion Capital Management
California
$164K – – –
BWP
1964
Baldwin Wealth Partners
Massachusetts
$160K +$173K +460 New
SSC
1965
Syverson Strege & Co
Iowa
$158K -$13.9K -37 -8%
RG
1966
Retirement Group
California
$156K +$145K +385 +592%
SWM
1967
Sugarloaf Wealth Management
Georgia
$150K – – –
WFA
1968
Wells Financial Advisors
Massachusetts
$139K – – –
BCV
1969
Banque Cantonale Vaudoise
Switzerland
$138K +$150K +399 New
HFS
1970
Hantz Financial Services
Michigan
$134K +$113K +300 +349%
BCP
1971
Blue Chip Partners
Michigan
$121K +$377 +1 +0.3%
CAL
1972
Capital Analysts LLC
Pennsylvania
$118K +$11.7K +31 +10%
HI
1973
Hudock Inc
Pennsylvania
$114K +$1.88K +5 +2%
GIS
1974
Grayhawk Investment Strategies
Alberta, Canada
$112K +$94.2K +250 New
CAL
1975
Capital Advisors Ltd
Ohio
$108K – – –
77 78
79
80 81