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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2201
McNamara Financial Services
Massachusetts
$221K -$2.7K -7 -1%
TRIA
2202
Trail Ridge Investment Advisors
Colorado
$220K +$208K +539 New
PCA
2203
Private Capital Advisors
Connecticut
$218K – – –
NFSG
2204
Newbridge Financial Services Group
Florida
$218K +$16.2K +42 +9%
BFA
2205
Bragg Financial Advisors
North Carolina
$217K -$386 -1 -0.2%
MKA
2206
M. Kulyk & Associates
Georgia
$216K +$205K +531 New
PFM
2207
Patton Fund Management
Texas
$216K +$204K +530 New
SC
2208
Stolper & Co
Oklahoma
$214K -$5.4K -14 -3%
MRCM
2209
M&R Capital Management
New Jersey
$213K +$200K +518 +10,360%
CC
2210
Cypress Capital
Tennessee
$213K +$202K +523 New
SP
2211
Successful Portfolios
Florida
$213K +$201K +522 New
DSA
2212
Droms Strauss Advisors
Missouri
$212K +$201K +521 New
WC
2213
Weil Company
California
$212K +$201K +520 New
ASFA
2214
All Season Financial Advisors
Colorado
$211K -$25.5K -66 -11%
DWA
2215
Delap Wealth Advisory
Oregon
$211K +$200K +519 New
NG
2216
NatWest Group
United Kingdom
$211K -$95.3K -247 -32%
ECM
2217
Exchange Capital Management
Michigan
$211K +$200K +518 New
I2I
2218
Insight 2811 Inc
Illinois
$211K +$200K +518 New
LCGC
2219
Legacy Capital Group California
California
$211K +$200K +518 New
KFP
2220
KMG Fiduciary Partners
Ohio
$210K -$37K -96 -16%
KC
2221
Kingfisher Capital
North Carolina
$210K +$199K +517 New
PWMG
2222
Prestige Wealth Management Group
New Jersey
$210K -$217K -563 -52%
SWIG
2223
Strategic Wealth Investment Group
Kentucky
$210K +$199K +515 New
FF
2224
Fluent Financial
Texas
$209K +$198K +513 New
UL
2225
Unionview LLC
Washington
$208K +$197K +510 New
87 88
89
90 91