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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
2101
Access Financial Services
Minnesota
$309K +$321K +786 New
GF
2102
Gries Financial
Ohio
$307K +$320K +783 New
SIC
2103
Sterling Investment Counsel
New York
$306K +$49.1K +120 +18%
CSC
2104
Caldwell Sutter Capital
California
$303K – – –
LWCFA
2105
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K -$36.8K -90 -11%
SSWM
2106
Strait & Sound Wealth Management
California
$301K +$70.3K +172 +29%
EL
2107
Envoi LLC
Minnesota
$301K +$313K +766 New
HR
2108
Howe & Rusling
New York
$300K -$3.27K -8 -1%
SC
2109
Sinecera Capital
Texas
$297K – – –
MLFP
2110
MPS Loria Financial Planners
Illinois
$296K – – –
WAM
2111
Weatherly Asset Management
California
$296K +$63.8K +156 +26%
AT
2112
Arden Trust
Delaware
$295K -$71.6K -175 -19%
FAP
2113
Financial Advisory Partners
Florida
$295K -$366K -896 -54%
EL
2114
EMFO LLC
Florida
$295K – – –
PAM
2115
Pegasus Asset Management
New York
$293K +$409 +1 +0.1%
MAM
2116
MMA Asset Management
Pennsylvania
$293K +$409 +1 +0.1%
CIS
2117
Connors Investor Services
Pennsylvania
$293K – – –
FA
2118
Financial Alternatives
California
$293K +$305K +746 New
HWA
2119
Heartwood Wealth Advisors
Virginia
$293K – – –
CISOA
2120
Capital Investment Services of America
Wisconsin
$292K +$15.9K +39 +6%
EP
2121
Essential Planning
New Hampshire
$292K +$66.7K +163 +28%
EAM
2122
Empirical Asset Management
Massachusetts
$289K +$1.23K +3 +0.4%
FM
2123
Foster & Motley
Ohio
$287K -$26.2K -64 -8%
PEA
2124
Park Edge Advisors
Ohio
$285K – – –
TCM
2125
Tandem Capital Management
New Jersey
$285K -$8.18K -20 -3%
83 84
85
86 87