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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2976
Concorde Asset Management
Michigan
$758K +$6K +9 +0.8%
AF
2977
ASL Financial
California
$758K +$736K +1,104 New
RSS
2978
Rosenblum Silverman Sutton
California
$758K +$86.7K +130 +13%
UFF
2979
USA Financial Formulas
Michigan
$758K +$303K +455 +70%
AFA
2980
AllGen Financial Advisors
Florida
$757K – – –
WAS
2981
Winch Advisory Services
Wisconsin
$757K +$155K +232 +27%
BWM
2982
BNB Wealth Management
Maryland
$756K +$84.7K +127 +13%
AT
2983
Adelphi Trust
Florida
$756K +$193K +289 +36%
WWG
2984
West Wealth Group
California
$756K +$147K +221 +25%
CAM
2985
Campion Asset Management
Virginia
$755K – – –
EL
2986
Essex LLC
Illinois
$755K +$4.67K +7 +0.6%
GCWM
2987
Guided Capital Wealth Management
Texas
$754K – – –
NCM
2988
Novare Capital Management
North Carolina
$749K -$218K -327 -23%
LWAM
2989
Legacy Wealth Asset Management
Minnesota
$748K -$6.67K -10 -0.9%
LAM
2990
Lakewood Asset Management
Illinois
$748K -$256K -384 -26%
FCU
2991
Financial Concepts Unlimited
Maine
$747K +$12K +18 +2%
ERWM
2992
Elk River Wealth Management
Colorado
$747K -$7.33K -11 -1%
HG
2993
Harbor Group
New Hampshire
$747K +$8K +12 +1%
AP
2994
Appleton Partners
Massachusetts
$746K -$199K -299 -22%
DWM
2995
Dopkins Wealth Management
New York
$745K +$431K +646 +147%
FWM
2996
FFT Wealth Management
Pennsylvania
$745K +$1.33K +2 +0.2%
MCM
2997
Mengis Capital Management
Oregon
$744K – – –
TTIC
2998
Tower Trust & Investment Company
Iowa
$743K -$9.33K -14 -1%
BWM
2999
Bernicke Wealth Management
Wisconsin
$743K +$440K +660 +156%
FAC
3000
Financial Advisory Corporation
Michigan
$742K +$14.7K +22 +2%
118 119
120
121 122