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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2676
Halbert Hargrove Global Advisors
California
$456K -$178K -328 -28%
ACA
2677
American Capital Advisory
Idaho
$455K -$5.42K -10 -1%
BP
2678
BWM Planning
Texas
$455K +$28.7K +53 +7%
MSWM
2679
Master's Wealth Management
Pennsylvania
$455K +$457K +844 New
NCM
2680
Nelson Capital Management
California
$454K -$43.9K -81 -9%
GCWM
2681
Graham Capital Wealth Management
District of Columbia
$452K +$191K +353 +73%
CAP
2682
Columbia Advisory Partners
Washington
$452K +$178K +329 +65%
GMA
2683
Glassy Mountain Advisors
Maryland
$449K – – –
ATC
2684
Advantage Trust Company
Kansas
$449K +$1.08K +2 +0.2%
CFO
2685
Colony Family Offices
North Carolina
$449K – – –
TF
2686
TME Financial
California
$449K +$460K +850 New
NWM
2687
Napa Wealth Management
California
$449K +$1.63K +3 +0.4%
WFP
2688
Wrenne Financial Planning
Kentucky
$448K +$27.6K +51 +7%
FCIM
2689
Fairview Capital Investment Management
California
$447K – – –
SFC
2690
Sprinkle Financial Consultants
Colorado
$445K +$86.1K +159 +24%
EIA
2691
Eldridge Investment Advisors
New Hampshire
$445K -$53.6K -99 -11%
TWM
2692
TCFG Wealth Management
California
$444K +$542 +1 +0.1%
CC
2693
Capital Counsel
New York
$443K -$211K -390 -32%
WIM
2694
Westside Investment Management
California
$441K -$47.7K -88 -10%
SWRP
2695
Summit Wealth & Retirement Planning
California
$439K +$441K +815 New
PRS
2696
Pinkerton Retirement Specialists
Idaho
$438K -$25.5K -47 -5%
ACM
2697
Ayrshire Capital Management
Connecticut
$438K -$13.5K -25 -3%
SC
2698
Swan Capital
Florida
$438K – – –
OWA
2699
One Wealth Advisors
California
$432K -$22.7K -42 -5%
PWMG
2700
Prestige Wealth Management Group
New Jersey
$431K +$177K +326 +69%
106 107
108
109 110