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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
2601
Elk River Wealth Management
Colorado
$675K – – –
CAM
2602
Campion Asset Management
Virginia
$674K -$102K -173 -14%
BPC
2603
Bearing Point Capital
Minnesota
$674K – – –
ACA
2604
American Capital Advisory
Idaho
$673K +$150K +255 +30%
ACM
2605
Alpha Capital Management
Texas
$673K +$36K +61 +6%
SWM
2606
Shakespeare Wealth Management
Wisconsin
$672K -$88.4K -150 -12%
TTIC
2607
Tower Trust & Investment Company
Iowa
$671K +$50.1K +85 +8%
FFA
2608
Frazier Financial Advisors
Ohio
$668K -$19.5K -33 -3%
HP
2609
Haven Private
Florida
$668K – – –
OCM
2610
Orion Capital Management
California
$666K +$114K +193 +22%
AIP
2611
Almanack Investment Partners
Pennsylvania
$665K -$282K -479 -31%
6F
2612
626 Financial
Michigan
$664K +$1.18K +2 +0.2%
DWMS
2613
Dominguez Wealth Management Solutions
Virginia
$663K +$589 +1 +0.1%
TCM
2614
Triumph Capital Management
Colorado
$663K -$123K -209 -16%
CA
2615
Carson Advisory
Georgia
$662K +$23K +39 +4%
FCFC
2616
First Citizens Financial Corp
Iowa
$661K – – –
PHWM
2617
Pine Harbor Wealth Management
Maryland
$660K -$312K -530 -33%
MCM
2618
Monarch Capital Management
Indiana
$659K +$632K +1,073 New
SRCM
2619
Signature Resources Capital Management
California
$658K -$13K -22 -2%
HG
2620
Harbor Group
New Hampshire
$658K +$1.77K +3 +0.3%
NCM
2621
Noesis Capital Mangement
Florida
$655K +$5.89K +10 +0.9%
WCM
2622
Wealthcare Capital Management
Virginia
$655K -$7.07K -12 -1%
GF
2623
Goodman Financial
Texas
$652K +$131K +222 +26%
LWAM
2624
Legacy Wealth Asset Management
Minnesota
$651K – – –
BWM
2625
Brown Wealth Management
Illinois
$650K +$56K +95 +10%
103 104
105
106 107