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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2926
Tucker Asset Management
Colorado
$816K +$236K +354 +42%
JJBC
2927
James J. Burns & Company
New York
$815K – – –
TC
2928
Trust Company
Kansas
$811K +$42K +63 +6%
OA
2929
Oceanside Advisors
South Carolina
$806K +$782K +1,173 New
ULWM
2930
Upper Left Wealth Management
Florida
$805K – – –
SIC
2931
SJS Investment Consulting
Ohio
$804K +$67.3K +101 +9%
DWA
2932
Delap Wealth Advisory
Oregon
$800K -$26.7K -40 -3%
HWMG
2933
Hurlow Wealth Management Group
Indiana
$799K +$1.33K +2 +0.2%
FAM
2934
Formidable Asset Management
Ohio
$798K -$8.67K -13 -1%
RIA
2935
Rhodes Investment Advisors
Texas
$796K +$54K +81 +8%
WAAG
2936
Wealth Alliance Advisory Group
Kansas
$796K +$269K +403 +53%
FF
2937
Foundry Financial
California
$795K +$8K +12 +1%
OBWA
2938
Oak Barrel Wealth Advisory
Virginia
$793K +$770K +1,155 New
SAM
2939
Strategy Asset Managers
California
$793K +$16K +24 +2%
NLA
2940
Northern Lights Advisors
Washington
$793K -$3.33K -5 -0.4%
EWM
2941
Elevation Wealth Management
Minnesota
$791K +$52.7K +79 +7%
NWM
2942
Northcape Wealth Management
New York
$790K – – –
MC
2943
Matisse Capital
Oregon
$789K +$667 +1 +0.1%
SC
2944
Shearwater Capital
Colorado
$789K +$1.33K +2 +0.2%
ANC
2945
Ames National Corp
Iowa
$788K – – –
KCM
2946
Kennicott Capital Management
California
$788K – – –
RCP
2947
Rothschild Capital Partners
New York
$788K +$80K +120 +12%
PSA
2948
Plum Street Advisors
Louisiana
$787K -$15.3K -23 -2%
AIA
2949
Armor Investment Advisors
North Carolina
$784K – – –
SWM
2950
SpringVest Wealth Management
Texas
$782K +$100K +150 +15%
116 117
118
119 120