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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2951
Delta Asset Management
Tennessee
$605K +$12.4K +20 +2%
RFA
2952
ROI Financial Advisors
Oregon
$604K +$621 +1 +0.1%
CFS
2953
Coordinated Financial Services
Colorado
$604K +$127K +205 +27%
LF
2954
Lighthouse Financial
Florida
$603K – – –
LCM
2955
Lazari Capital Management
California
$601K +$98.8K +159 +20%
DTC
2956
Davidson Trust Company
Washington
$600K – – –
SFAM
2957
Sawyer Falduto Asset Management
Illinois
$600K +$594K +956 New
MCM
2958
MidAtlantic Capital Management
Virginia
$599K -$27.3K -44 -4%
VDBMI
2959
Van Den Berg Management I
Texas
$598K -$8.7K -14 -1%
SSWM
2960
Strait & Sound Wealth Management
California
$597K +$28K +45 +5%
UAS
2961
United Asset Strategies
New York
$595K +$244K +392 +70%
FWM
2962
FFT Wealth Management
Pennsylvania
$592K +$2.49K +4 +0.4%
ECM
2963
Elgethun Capital Management
South Dakota
$592K – – –
BLC
2964
Brown, Lisle/Cummings
Rhode Island
$591K -$22.4K -36 -4%
OWP
2965
ORG Wealth Partners
Texas
$591K +$32.9K +53 +6%
PJWM
2966
Philip James Wealth Mangement
Georgia
$590K – – –
SWM
2967
SpringVest Wealth Management
Texas
$588K +$51.6K +83 +10%
KFSC
2968
Keystone Financial Services (Colorado)
Colorado
$587K – – –
PFO
2969
PMG Family Office
Texas
$586K – – –
NCM
2970
NCM Capital Management
New Jersey
$585K – – –
DI
2971
DAGCO Inc
Ohio
$582K +$59.7K +96 +12%
PFA
2972
Pillar Financial Advisors
Kentucky
$582K – – –
AWA
2973
Alta Wealth Advisors
Massachusetts
$581K +$90.7K +146 +19%
MWM
2974
Mosley Wealth Management
California
$581K +$583K +938 New
AIFAIM
2975
American Institute for Advanced Investment Management
Arizona
$579K – – –
117 118
119
120 121