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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
C
2176
CEDRUS
Colorado
$428K +$61.4K +150 +18%
GIM
2177
Goelzer Investment Management
Indiana
$427K -$5.32K -13 -1%
DFG
2178
Dupree Financial Group
Kentucky
$427K +$400K +977 New
GGI
2179
Godsey & Gibb Inc
Virginia
$426K -$13.9K -34 -3%
IWP
2180
Innova Wealth Partners
Pennsylvania
$426K +$155K +378 +63%
CSA
2181
Cottage Street Advisors
Massachusetts
$426K +$3.27K +8 +0.8%
HFS
2182
Howard Financial Services
Texas
$425K +$11.9K +29 +3%
AA
2183
AlphaQ Advisors
Florida
$425K -$18K -44 -4%
HB
2184
HTLF Bank
Colorado
$425K +$398K +973 New
SDAM
2185
Shulman DeMeo Asset Management
New York
$425K +$2.05K +5 +0.5%
RIP
2186
RAM Investment Partners
Washington
$423K +$9.83K +24 +3%
DSN
2187
D. Scott Neal
Kentucky
$423K -$18.4K -45 -4%
PCM
2188
Poehling Capital Management
Wisconsin
$423K – – –
LF
2189
LifeSteps Financial
California
$423K +$6.96K +17 +2%
SCA
2190
Stonebridge Capital Advisors
Minnesota
$423K +$50.8K +124 +15%
TCM
2191
Towercrest Capital Management
Pennsylvania
$422K +$409 +1 +0.1%
WCWM
2192
Willow Creek Wealth Management
California
$422K – – –
OHWA
2193
Oak Hill Wealth Advisors
Virginia
$421K – – –
MBTD
2194
Mechanics Bank - Trust Department
California
$421K +$395K +964 New
UIA
2195
Ulland Investment Advisors
Minnesota
$421K -$61K -149 -13%
KCIC
2196
Kuhn & Co Investment Counsel
Illinois
$419K +$393K +959 New
QPWM
2197
Quadrant Private Wealth Management
Pennsylvania
$419K +$106K +258 +37%
OCM
2198
Osterweis Capital Management
California
$418K – – –
WGCA
2199
Wolf Group Capital Advisors
Virginia
$417K – – –
MCM
2200
Maple Capital Management
Vermont
$417K -$56.1K -137 -13%
86 87
88
89 90