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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2326
GatePass Capital
Ohio
$1.52M +$209K +336 +16%
GC
2327
Grange Capital
Oregon
$1.52M -$107K -172 -7%
WA1
2328
Wimmer Associates 1
California
$1.51M +$32.3K +52 +2%
WAM
2329
Walker Asset Management
Missouri
$1.51M +$20.5K +33 +1%
KG
2330
Kieckhefer Group
Wisconsin
$1.51M +$7.46K +12 +0.5%
SIG
2331
Sargent Investment Group
Maryland
$1.51M +$1.49M +2,402 New
MSG
2332
Main Street Group
Virginia
$1.5M +$498K +802 +50%
VIP
2333
Vista Investment Partners
Oklahoma
$1.5M +$172K +276 +13%
KA
2334
Kooman & Associates
Pennsylvania
$1.5M -$255K -410 -15%
FSA
2335
Financial Security Advisor
Virginia
$1.48M +$1.23M +1,975 +504%
PD
2336
Planning Directions
Pennsylvania
$1.48M -$22.4K -36 -2%
CD
2337
Chapin Davis
Maryland
$1.48M +$621 +1 +0%
SAMT
2338
Select Asset Management & Trust
Pennsylvania
$1.48M – – –
AEPWM
2339
Atlantic Edge Private Wealth Management
Florida
$1.48M -$485K -780 -25%
FFWA
2340
FRG Family Wealth Advisors
Washington
$1.47M +$205K +330 +16%
PCM
2341
Princeton Capital Management
New Jersey
$1.47M +$940K +1,512 +182%
CCFCSB
2342
Cape Cod Five Cents Savings Bank
Massachusetts
$1.47M – – –
KIG
2343
Kennedy Investment Group
New Jersey
$1.46M +$359K +577 +33%
CSI
2344
Cross Staff Investments
New York
$1.45M – – –
4WM
2345
44 Wealth Management
Oregon
$1.45M +$1.44M +2,313 New
FFG
2346
Fortem Financial Group
California
$1.45M +$1.16M +1,866 +420%
AWM
2347
Ameliora Wealth Management
Switzerland
$1.45M +$99.4K +160 +7%
IP
2348
Intellectus Partners
California
$1.45M +$1.43M +2,306 New
ACM
2349
Anfield Capital Management
California
$1.44M -$15.5K -25 -1%
GLR
2350
Great Lakes Retirement
Ohio
$1.44M +$1.43M +2,297 New
92 93
94
95 96