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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
2951
McIlrath & Eck
Washington
$339K – – –
OPCM
2952
Osborne Partners Capital Management
California
$338K – – –
IPAM
2953
Investment Partners Asset Management
New Jersey
$337K -$5.26K -10 -2%
MSR
2954
Main Street Research
Connecticut
$337K -$95.1K -181 -23%
MWP
2955
MYCIO Wealth Partners
Pennsylvania
$336K – – –
PWM
2956
Prentice Wealth Management
New York
$335K +$49.9K +95 +19%
LAS
2957
LWM Advisory Services
Florida
$333K – – –
VCM
2958
Verde Capital Management
Michigan
$333K +$26.3K +50 +9%
LFA
2959
LGT Financial Advisors
Texas
$333K -$28.4K -54 -8%
IPW
2960
IronBridge Private Wealth
Texas
$333K +$18.9K +36 +7%
TLFA
2961
True Link Financial Advisors
California
$332K -$117K -222 -28%
WCM
2962
Wellington Capital Management
Maryland
$332K +$307K +585 New
OMC
2963
Overbrook Management Corp
New York
$331K -$78.8K -150 -20%
LFGO
2964
Legacy Financial Group (Oklahoma)
Oklahoma
$331K +$23.6K +45 +8%
PAG
2965
Poinciana Advisors Group
Florida
$331K -$192K -366 -39%
HBS
2966
Howard Bailey Securities
Indiana
$331K -$2.05M -3,899 -87%
KFP
2967
Keener Financial Planning
Texas
$330K +$151K +288 +98%
FF
2968
Foronjy Financial
California
$330K +$305K +580 New
LEFP
2969
Leading Edge Financial Planning
Tennessee
$328K – – –
CCM
2970
Colorado Capital Management
Colorado
$328K -$256K -487 -46%
LCM
2971
LVM Capital Management
Michigan
$328K – – –
WCMN
2972
Westchester Capital Management (Nebraska)
Nebraska
$327K -$16.8K -32 -5%
AFG
2973
ABLE Financial Group
Arizona
$327K -$13.7K -26 -4%
D
2974
Drystone
Virginia
$327K – – –
CAM
2975
Covenant Asset Management
New Jersey
$326K +$2.63K +5 +0.9%
117 118
119
120 121