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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2951
IronBridge Private Wealth
Texas
$380K +$20.6K +35 +6%
WH
2952
Willner & Heller
California
$379K -$16.5K -28 -4%
SOAMC
2953
Spirit of America Management Corp
New York
$379K -$4.13K -7 -1%
KCM
2954
KRS Capital Management
Michigan
$379K – – –
JJBC
2955
James J. Burns & Company
New York
$378K +$8.84K +15 +2%
CMI
2956
Clare Market Investments
Texas
$377K +$363K +615 New
NL
2957
NVWM LLC
Pennsylvania
$376K -$5.89K -10 -2%
LCM
2958
Lunt Capital Management
Utah
$375K +$28.3K +48 +9%
WAL
2959
W Advisors LLC
Tennessee
$374K +$360K +611 New
SS
2960
Sound Stewardship
Kansas
$373K -$1.18K -2 -0.3%
PWM
2961
Prentice Wealth Management
New York
$373K +$11.8K +20 +3%
BWMG
2962
Bannerman Wealth Management Group
Texas
$372K -$20.6K -35 -5%
MHR
2963
Matthew Hamilton Rosenberg
$372K -$55.4K -94 -13%
SWM
2964
Seaside Wealth Management
California
$372K – – –
OMC
2965
Overbrook Management Corp
New York
$370K +$12.4K +21 +4%
TWCA
2966
Two West Capital Advisors
Kansas
$370K – – –
CAM
2967
Covenant Asset Management
New Jersey
$369K +$16.5K +28 +5%
BMC
2968
Benin Management Corp
Connecticut
$367K – – –
BDFN
2969
Bond & Devick Financial Network
Minnesota
$367K +$37.7K +64 +12%
SP
2970
Successful Portfolios
Florida
$367K -$23K -39 -6%
NF
2971
Nvest Financial
New Hampshire
$366K +$352K +597 New
BCM
2972
Blume Capital Management
California
$364K +$17.7K +30 +5%
MWP
2973
MYCIO Wealth Partners
Pennsylvania
$363K +$1.18K +2 +0.3%
TFA
2974
Tobias Financial Advisors
Florida
$363K +$29.5K +50 +9%
GPWM
2975
Grant Private Wealth Management
California
$362K +$349K +592 New
117 118
119
120 121