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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2876
Lebenthal Global Advisors
New York
$384K +$34.7K +66 +11%
NA
2877
Nautilus Advisors
California
$384K +$6.83K +13 +2%
IGGA
2878
Iron Gate Global Advisors
Utah
$382K +$1.05K +2 +0.3%
TCM
2879
Tandem Capital Management
New Jersey
$382K +$1.05K +2 +0.3%
IPW
2880
Inlet Private Wealth
Florida
$382K – – –
MSA
2881
Marino Stram & Associates
Massachusetts
$381K +$20K +38 +6%
MG
2882
MilWealth Group
Wisconsin
$379K -$215K -409 -38%
BCM
2883
Buckhead Capital Management
Georgia
$378K – – –
MWPCG
2884
Measured Wealth Private Client Group
New Hampshire
$378K – – –
OFA
2885
Oak Family Advisors
Illinois
$378K +$349K +665 New
QFPS
2886
Quantum Financial Planning Services
Washington
$376K – – –
CTA
2887
Camelot Technology Advisors
California
$376K – – –
SCP
2888
Stevens Capital Partners
Nebraska
$375K +$68.8K +131 +25%
RF
2889
Robinswood Financial
Washington
$375K -$1.58K -3 -0.5%
EPIMS
2890
Evelyn Partners Investment Management Services
$375K -$99.9K -190 -22%
JC
2891
Jentner Corp
Ohio
$375K – – –
CWA
2892
Cornerstone Wealth Advisors
Minnesota
$374K – – –
CL
2893
CIM LLC
New York
$373K -$18.9K -36 -5%
PPA
2894
Pacific Point Advisors
California
$373K – – –
VCM
2895
Versant Capital Management
Arizona
$372K +$134K +255 +64%
EMAM
2896
Encompass More Asset Management
California
$371K -$20K -38 -5%
HNW
2897
High Note Wealth
Minnesota
$369K – – –
LOIP
2898
Live Oak Investment Partners
Texas
$369K -$18.4K -35 -5%
WH
2899
Willner & Heller
California
$368K -$21K -40 -6%
MCP
2900
Mirador Capital Partners
California
$368K +$111K +212 +49%
114 115
116
117 118