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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBFA
2351
Brindle & Bay Financial Advisors
Texas
$1.44M -$3.67M -5,866 -71%
SIC
2352
Sterling Investment Counsel
New York
$1.44M +$817K +1,307 +119%
SIG
2353
Sargent Investment Group
Maryland
$1.44M – – –
AAS
2354
Asset Allocation Strategies
Michigan
$1.43M -$117K -187 -7%
KA
2355
Kooman & Associates
Pennsylvania
$1.43M +$5K +8 +0.3%
IAMOG
2356
Investors Asset Management of Georgia
Georgia
$1.43M -$45.7K -73 -3%
MIM
2357
Marshall Investment Management
Colorado
$1.43M +$61.9K +99 +4%
KFS
2358
Kaizen Financial Strategies
California
$1.43M -$5.63K -9 -0.4%
GDP
2359
Great Diamond Partners
Maine
$1.42M -$2.35M -3,752 -61%
W
2360
Wealthquest
Ohio
$1.42M -$75.7K -121 -5%
WCM
2361
WealthBridge Capital Management
Ohio
$1.42M +$201K +322 +16%
GCP
2362
Gill Capital Partners
Colorado
$1.42M +$93.8K +150 +7%
TVPW
2363
Third View Private Wealth
Connecticut
$1.41M +$340K +544 +30%
TPW
2364
Talon Private Wealth
Florida
$1.41M +$1.47M +2,355 New
CPA
2365
Compass Planning Associates
Massachusetts
$1.4M +$402K +642 +38%
PFA
2366
Professional Financial Advisors
Nebraska
$1.39M -$11.7M -18,654 -89%
SAM
2367
Synergy Asset Management
Washington
$1.39M -$431K -689 -23%
PD
2368
Planning Directions
Pennsylvania
$1.39M -$19.4K -31 -1%
CIG
2369
Cullen Investment Group
Louisiana
$1.39M +$111K +178 +8%
GC
2370
Grange Capital
Oregon
$1.39M -$55.7K -89 -4%
BP
2371
Broadleaf Partners
Ohio
$1.39M +$36.9K +59 +3%
CSI
2372
Cross Staff Investments
New York
$1.39M – – –
BMO
2373
Beck Mack & Oliver
New York
$1.39M -$125K -200 -8%
RMC
2374
Resources Management Corp
Connecticut
$1.38M +$19.4K +31 +1%
BCPWM
2375
Bradley & Co Private Wealth Management
Florida
$1.38M +$1.44M +2,304 +25,600%
93 94
95
96 97