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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2726
Summit Investment Advisors
Maryland
$497K +$526 +1 +0.1%
HHGA
2727
Halbert Hargrove Global Advisors
California
$496K -$417K -793 -48%
SIC
2728
Samalin Investment Counsel
New York
$495K +$100K +191 +28%
PCM
2729
Princeton Capital Management
New Jersey
$494K +$35.7K +68 +8%
TFG
2730
Taylor Financial Group
Virginia
$493K – – –
MIM
2731
Moseley Investment Management
Florida
$492K +$5.78K +11 +1%
PMG
2732
ProVise Management Group
Florida
$492K +$107K +203 +31%
CWMP
2733
Clarion Wealth Managment Partners
Virginia
$492K +$455K +866 New
GWM
2734
Gibbs Wealth Management
Georgia
$491K +$455K +865 New
NCM
2735
Nelson Capital Management
California
$489K – – –
DA
2736
Drake & Associates
Wisconsin
$488K +$44.1K +84 +11%
CAG
2737
Curtis Advisory Group
California
$487K -$17.9K -34 -4%
MIAS
2738
Mason Investment Advisory Services
Virginia
$487K -$21.5K -41 -5%
JWM
2739
JFG Wealth Management
Colorado
$485K -$526 -1 -0.1%
LCM
2740
Lazari Capital Management
California
$484K +$31.5K +60 +8%
SWM
2741
SpringVest Wealth Management
Texas
$484K +$41K +78 +10%
PJSIMP
2742
P.J. Schmidt Investment Management (PJS)
Wisconsin
$483K – – –
MSWM
2743
Master's Wealth Management
Pennsylvania
$481K – – –
CRI
2744
Colonial River Investments
Virginia
$481K +$151K +288 +53%
ACA
2745
American Capital Advisory
Idaho
$480K – – –
UWS
2746
Unique Wealth Strategies
Illinois
$479K -$222K -422 -33%
GF
2747
Goodman Financial
Texas
$479K -$2.1K -4 -0.5%
OWP
2748
ORG Wealth Partners
Texas
$478K -$22.6K -43 -5%
GC
2749
GFG Capital
Florida
$477K -$236K -450 -35%
CFP
2750
Cypress Financial Planning
New Jersey
$476K +$33.6K +64 +8%
108 109
110
111 112