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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
2076
Piscataqua Savings Bank
New Hampshire
$230K – – –
TFP
2077
Triune Financial Partners
Kansas
$229K +$224K +610 New
MWP
2078
MYCIO Wealth Partners
Pennsylvania
$229K +$733 +2 +0.3%
GFA
2079
Gallagher Fiduciary Advisors
Illinois
$229K +$223K +608 New
SWM
2080
Silverlake Wealth Management
Vermont
$228K +$367 +1 +0.2%
KOCAA
2081
Knights of Columbus Asset Advisors
Connecticut
$228K +$76.6K +209 +53%
SG
2082
Stonnington Group
California
$228K +$220K +601 New
JWM
2083
Jessup Wealth Management
Ohio
$228K +$9.54K +26 +4%
MYIA
2084
Mount Yale Investment Advisors
Colorado
$228K +$222K +605 New
MCM
2085
Mendel Capital Management
Arkansas
$227K +$222K +604 New
CFO
2086
Colony Family Offices
North Carolina
$227K -$611K -1,665 -73%
ACG
2087
Allen Capital Group
Nebraska
$226K -$1.92M -5,248 -90%
SIC
2088
Sterling Investment Counsel
New York
$225K +$219K +598 New
TVAMP
2089
Tennessee Valley Asset Management Partners
Tennessee
$225K -$9.9K -27 -4%
BWL
2090
Beacon Wealthcare LLC
North Carolina
$225K – – –
SLWA
2091
San Luis Wealth Advisors
California
$224K +$218K +595 New
LI
2092
Lafayette Investments
Maryland
$224K -$45.1K -123 -17%
WAM
2093
Weatherly Asset Management
California
$224K – – –
AWMG
2094
Alliance Wealth Management Group
New Jersey
$223K +$733 +2 +0.3%
TCM
2095
Towercrest Capital Management
Pennsylvania
$223K +$733 +2 +0.3%
MIAS
2096
Mason Investment Advisory Services
Virginia
$223K +$217K +593 New
MPM
2097
Meritage Portfolio Management
Kansas
$223K +$6.97K +19 +3%
RW
2098
RVW Wealth
California
$223K -$59K -161 -21%
AJ
2099
Ashburton (Jersey)
Jersey
$222K -$216K -589 -50%
AP
2100
Appleton Partners
Massachusetts
$221K +$4.03K +11 +2%
82 83
84
85 86