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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3001
Tufton Capital Management
Maryland
$709K +$153K +230 +29%
SHFA
3002
Sherrill & Hutchins Financial Advisory
Georgia
$709K – – –
OPCM
3003
Osborne Partners Capital Management
California
$707K -$58K -87 -8%
BHWM
3004
Bellars Harris Wealth Management
Virginia
$705K +$685K +1,027 New
CWM
3005
Carolina Wealth Management
North Carolina
$705K +$684K +1,026 New
MTIC
3006
Missouri Trust & Investment Company
Missouri
$704K – – –
LAM
3007
Lountzis Asset Management
Pennsylvania
$703K – – –
CHAM
3008
Clear Harbor Asset Management
Connecticut
$702K +$8K +12 +1%
DAM
3009
Delta Asset Management
Tennessee
$702K +$38K +57 +6%
NCM
3010
NCM Capital Management
New Jersey
$702K +$2K +3 +0.3%
MPIA
3011
Mountain Pacific Investment Advisers
Idaho
$700K – – –
PSIWM
3012
Paradigm Strategies in Wealth Management
Minnesota
$699K +$678K +1,017 New
DWA
3013
Delos Wealth Advisors
Texas
$696K – – –
CWP
3014
Clark Wealth Partners
Illinois
$696K -$5.33K -8 -0.8%
HWA
3015
Heritage Wealth Architects
Minnesota
$696K – – –
PC
3016
Prairiewood Capital
North Dakota
$694K +$234K +351 +53%
EIA
3017
Eldridge Investment Advisors
New Hampshire
$694K -$2.67K -4 -0.4%
RM
3018
RCW Management
Florida
$693K -$15.3K -23 -2%
AFWM
3019
AMJ Financial Wealth Management
Virginia
$690K – – –
PCM
3020
Payne Capital Management
New York
$690K +$2K +3 +0.3%
FGC
3021
Financial Gravity Companies
Texas
$690K +$670K +1,005 New
KFP
3022
Kerr Financial Planning
California
$689K +$26K +39 +4%
NLP
3023
Next Level Private
New York
$687K +$162K +243 +32%
WIA
3024
Wealthedge Investment Advisors
New York
$687K -$4K -6 -0.6%
PPA
3025
Painted Porch Advisors
California
$686K +$16.7K +25 +3%
119 120
121
122 123