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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
2201
Goelzer Investment Management
Indiana
$472K +$2.29K +5 +0.5%
PP
2202
Pacifica Partners
Canada
$472K +$121K +264 +36%
SA
2203
Sicart Associates
New York
$472K – – –
MG
2204
Marex Group
$472K -$973K -2,125 -68%
LNB
2205
Ledyard National Bank
$472K -$6.87K -15 -2%
WCWM
2206
Willow Creek Wealth Management
California
$471K +$6.41K +14 +1%
CSA
2207
Cottage Street Advisors
Massachusetts
$470K -$1.37K -3 -0.3%
DFG
2208
Dupree Financial Group
Kentucky
$470K +$458 +1 +0.1%
HFS
2209
Howard Financial Services
Texas
$469K +$915 +2 +0.2%
UIA
2210
Ulland Investment Advisors
Minnesota
$469K +$5.03K +11 +1%
BOPW
2211
Brandywine Oak Private Wealth
Pennsylvania
$469K -$37.5K -82 -8%
NL
2212
Navalign LLC
California
$469K -$165K -360 -27%
HB
2213
HTLF Bank
Colorado
$468K – – –
SDAM
2214
Shulman DeMeo Asset Management
New York
$468K +$458 +1 +0.1%
AWM
2215
Accurate Wealth Management
Florida
$467K +$470K +1,026 New
RIP
2216
RAM Investment Partners
Washington
$466K – – –
LF
2217
LifeSteps Financial
California
$466K – – –
PCM
2218
Poehling Capital Management
Wisconsin
$466K – – –
MCM
2219
MidAtlantic Capital Management
Virginia
$465K +$64.1K +140 +17%
AA
2220
AlphaQ Advisors
Florida
$463K -$5.03K -11 -1%
PJSIMP
2221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$463K +$441K +963 New
BF
2222
Brogan Financial
Tennessee
$460K +$69.1K +151 +19%
SRCM
2223
Signature Resources Capital Management
California
$457K – – –
TS
2224
Tamar Securities
California
$455K +$433K +946 New
PCMF
2225
Private Capital Management (Florida)
Florida
$454K -$54K -118 -11%
87 88
89
90 91