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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
2201
HM Payson & Co
Maine
$2.2M +$227K +340 +12%
HCM
2202
HMS Capital Management
Tennessee
$2.2M +$275K +412 +15%
SC
2203
Schiavi & Co
Delaware
$2.19M +$105K +157 +5%
TC
2204
TFR Capital
Texas
$2.19M -$38K -57 -2%
SFG
2205
Sather Financial Group
Texas
$2.19M +$38K +57 +2%
VWM
2206
Vigilare Wealth Management
Arizona
$2.18M +$393K +590 +23%
NWM
2207
Northwest Wealth Management
Iowa
$2.18M +$33.3K +50 +2%
FFG
2208
Fiduciary Financial Group
California
$2.18M +$18.7K +28 +0.9%
FFO
2209
Fiduciary Family Office
Florida
$2.18M -$7.33K -11 -0.3%
MKC
2210
M. Kraus & Co
Vermont
$2.18M +$1.81M +2,717 +604%
RWA
2211
River Wealth Advisors
Pennsylvania
$2.16M +$14K +21 +0.7%
CF
2212
Carter Financial
California
$2.16M +$448K +672 +27%
MAM
2213
Markin Asset Management
New York
$2.16M -$92K -138 -4%
NPT
2214
Nixon Peabody Trust
Massachusetts
$2.16M -$114K -171 -5%
IP
2215
Intellectus Partners
California
$2.15M +$42K +63 +2%
AF
2216
Align Financial
Minnesota
$2.15M – – –
PAM
2217
Pacific Asset Management
Washington
$2.15M -$44.7K -67 -2%
AAIM
2218
Asset Advisors Investment Management
Georgia
$2.15M -$37.3K -56 -2%
LCS
2219
Levin Capital Strategies
New York
$2.14M +$226K +339 +12%
CL
2220
CVFG LLC
Indiana
$2.14M -$84.7K -127 -4%
IWM
2221
Iams Wealth Management
Nebraska
$2.13M +$12.7K +19 +0.6%
MIC
2222
Meridian Investment Counsel
California
$2.13M -$85.3K -128 -4%
JSA
2223
Jim Saulnier & Associates
Colorado
$2.13M -$119K -178 -5%
SI
2224
Stonekeep Investments
New Mexico
$2.12M – – –
C
2225
Covestor
United Kingdom
$2.12M +$1.96M +2,938 +1,972%
87 88
89
90 91