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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2201
Oakworth Capital
Alabama
$54.2K – – –
CI
2202
Cordant Inc
Oregon
$51K +$2.2K +6 +5%
EFMH
2203
E Fund Management (HK)
Hong Kong
$50K +$48.4K +132 New
BAM
2204
Bellevue Asset Management
Washington
$47K – – –
PC
2205
Pecaut & Co
Iowa
$45.5K +$26.4K +72 +147%
NIC
2206
Northwest Investment Counselors
Oregon
$45.1K – – –
BCM
2207
Bourgeon Capital Management
Connecticut
$43.6K +$5.87K +16 +16%
MAWCM
2208
Mine & Arao Wealth Creation & Management
California
$43.3K +$3.67K +10 +10%
SCA
2209
Stuart Chaussee & Associates
California
$42.9K – – –
PP
2210
PFS Partners
New Jersey
$39.6K -$8.44K -23 -18%
PFG
2211
Piershale Financial Group
Illinois
$38.6K +$367 +1 +1%
CWM
2212
CarsonAllaria Wealth Management
Illinois
$37.7K -$77.4K -211 -68%
EK
2213
Evensky & Katz
Florida
$37K +$36.3K +99 New
APC
2214
Aspire Private Capital
North Carolina
$36.5K – – –
KFS
2215
Kelly Financial Services
Massachusetts
$36.4K +$367 +1 +1%
TCPG
2216
Trivant Custom Portfolio Group
California
$36.1K +$35.2K +96 New
CWP
2217
Concord Wealth Partners
Virginia
$35.6K +$367 +1 +1%
CAM
2218
Costello Asset Management
Pennsylvania
$34.2K – – –
AWM
2219
Aberdeen Wealth Management
Illinois
$32K – – –
VCM
2220
Versant Capital Management
Arizona
$32K – – –
ZC
2221
Zeit Capital
Colorado
$30.1K – – –
EAM
2222
Eukles Asset Management
Ohio
$29.7K – – –
DWA
2223
Dougherty Wealth Advisers
Minnesota
$29K – – –
MIM
2224
MTM Investment Management
South Carolina
$28.2K +$13.2K +36 +92%
MIA
2225
Milestone Investment Advisors
Wisconsin
$27.5K -$733 -2 -3%
87 88
89
90 91