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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2076
Trifecta Capital Advisors
Illinois
$221K +$222K +628 New
GC
2077
Gibson Capital
Pennsylvania
$221K – – –
PAWA
2078
Palo Alto Wealth Advisors
California
$220K +$222K +627 New
C
2079
CEDRUS
Colorado
$220K +$221K +625 New
TVAMP
2080
Tennessee Valley Asset Management Partners
Tennessee
$220K -$6.36K -18 -3%
LWAM
2081
Legacy Wealth Asset Management
Minnesota
$220K – – –
MCM
2082
Maple Capital Management
Vermont
$220K +$221K +625 New
VFPW
2083
Vantage Financial Partners (Wisconsin)
Wisconsin
$219K -$36.4K -103 -14%
CF
2084
Copperwynd Financial
Arizona
$219K +$220K +623 New
PSB
2085
Piscataqua Savings Bank
New Hampshire
$215K – – –
KFP
2086
KMG Fiduciary Partners
Ohio
$214K +$215K +608 New
MCIA
2087
Mountain Capital Investment Advisors
Colorado
$214K +$210K +595 New
MWP
2088
MYCIO Wealth Partners
Pennsylvania
$213K -$2.72M -7,704 -93%
SWM
2089
Silverlake Wealth Management
Vermont
$213K +$214K +606 New
LDFR
2090
Lehman & Derafelo Financial Resources
Pennsylvania
$213K -$14.1K -40 -6%
MCP
2091
Mirador Capital Partners
California
$212K +$213K +603 New
CAM
2092
Columbia Asset Management
Michigan
$210K +$211K +598 New
BWL
2093
Beacon Wealthcare LLC
North Carolina
$210K +$211K +597 New
CDIA
2094
Capital Directions Investment Advisors
Georgia
$209K +$211K +596 New
MF
2095
Manchester Financial
California
$209K +$211K +596 New
RW
2096
Reframe Wealth
Virginia
$209K +$211K +596 New
WAM
2097
Weatherly Asset Management
California
$209K -$158K -448 -43%
DTC
2098
Davidson Trust Company
Washington
$208K -$610K -1,728 -74%
AWMG
2099
Alliance Wealth Management Group
New Jersey
$208K +$209K +591 New
TCM
2100
Towercrest Capital Management
Pennsylvania
$208K +$209K +591 New
82 83
84
85 86