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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2951
Lazari Capital Management
California
$601K +$98.8K +159 +20%
DTC
2952
Davidson Trust Company
Washington
$600K – – –
SFAM
2953
Sawyer Falduto Asset Management
Illinois
$600K +$594K +956 New
MCM
2954
MidAtlantic Capital Management
Virginia
$599K -$27.3K -44 -4%
VDBMI
2955
Van Den Berg Management I
Texas
$598K -$8.7K -14 -1%
SSWM
2956
Strait & Sound Wealth Management
California
$597K +$28K +45 +5%
UAS
2957
United Asset Strategies
New York
$595K +$244K +392 +70%
FWM
2958
FFT Wealth Management
Pennsylvania
$592K +$2.49K +4 +0.4%
ECM
2959
Elgethun Capital Management
South Dakota
$592K – – –
BLC
2960
Brown, Lisle/Cummings
Rhode Island
$591K -$22.4K -36 -4%
OWP
2961
ORG Wealth Partners
Texas
$591K +$32.9K +53 +6%
PJWM
2962
Philip James Wealth Mangement
Georgia
$590K – – –
SWM
2963
SpringVest Wealth Management
Texas
$588K +$51.6K +83 +10%
KFSC
2964
Keystone Financial Services (Colorado)
Colorado
$587K – – –
PFO
2965
PMG Family Office
Texas
$586K – – –
NCM
2966
NCM Capital Management
New Jersey
$585K – – –
DI
2967
DAGCO Inc
Ohio
$582K +$59.7K +96 +12%
PFA
2968
Pillar Financial Advisors
Kentucky
$582K – – –
AWA
2969
Alta Wealth Advisors
Massachusetts
$581K +$90.7K +146 +19%
MWM
2970
Mosley Wealth Management
California
$581K +$583K +938 New
AIFAIM
2971
American Institute for Advanced Investment Management
Arizona
$579K – – –
TH
2972
TCTC Holdings
Texas
$579K -$149K -240 -21%
3AM
2973
3EDGE Asset Management
Florida
$579K -$19.3K -31 -3%
CRFG
2974
Columbia River Financial Group
Washington
$576K – – –
HBW
2975
Hazlett, Burt & Watson
West Virginia
$576K +$1.24K +2 +0.2%
117 118
119
120 121