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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2726
Halbert Hargrove Global Advisors
California
$496K -$417K -793 -48%
SIC
2727
Samalin Investment Counsel
New York
$495K +$100K +191 +28%
PCM
2728
Princeton Capital Management
New Jersey
$494K +$35.7K +68 +8%
TFG
2729
Taylor Financial Group
Virginia
$493K – – –
MIM
2730
Moseley Investment Management
Florida
$492K +$5.78K +11 +1%
PMG
2731
ProVise Management Group
Florida
$492K +$107K +203 +31%
CWMP
2732
Clarion Wealth Managment Partners
Virginia
$492K +$455K +866 New
GWM
2733
Gibbs Wealth Management
Georgia
$491K +$455K +865 New
NCM
2734
Nelson Capital Management
California
$489K – – –
DA
2735
Drake & Associates
Wisconsin
$488K +$44.1K +84 +11%
CAG
2736
Curtis Advisory Group
California
$487K -$17.9K -34 -4%
MIAS
2737
Mason Investment Advisory Services
Virginia
$487K -$21.5K -41 -5%
JWM
2738
JFG Wealth Management
Colorado
$485K -$526 -1 -0.1%
LCM
2739
Lazari Capital Management
California
$484K +$31.5K +60 +8%
SWM
2740
SpringVest Wealth Management
Texas
$484K +$41K +78 +10%
PJSIMP
2741
P.J. Schmidt Investment Management (PJS)
Wisconsin
$483K – – –
MSWM
2742
Master's Wealth Management
Pennsylvania
$481K – – –
CRI
2743
Colonial River Investments
Virginia
$481K +$151K +288 +53%
ACA
2744
American Capital Advisory
Idaho
$480K – – –
UWS
2745
Unique Wealth Strategies
Illinois
$479K -$222K -422 -33%
GF
2746
Goodman Financial
Texas
$479K -$2.1K -4 -0.5%
OWP
2747
ORG Wealth Partners
Texas
$478K -$22.6K -43 -5%
GC
2748
GFG Capital
Florida
$477K -$236K -450 -35%
CFP
2749
Cypress Financial Planning
New Jersey
$476K +$33.6K +64 +8%
HW
2750
Hedeker Wealth
Illinois
$476K +$212K +404 +93%
108 109
110
111 112