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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3051
Claret Asset Management
Quebec, Canada
$521K +$1.25K +2 +0.2%
WAS
3052
Winch Advisory Services
Wisconsin
$520K +$175K +280 +47%
TFG
3053
Taylor Financial Group
Virginia
$518K – – –
CMI
3054
Clare Market Investments
Texas
$518K +$542K +867 New
NA
3055
Nautilus Advisors
California
$518K +$108K +172 +25%
NCG
3056
Newport Capital Group
New Jersey
$515K +$98.8K +158 +23%
LDB
3057
Lee, Danner & Bass
Tennessee
$515K – – –
GCA
3058
Gallagher Capital Advisors
Texas
$515K +$1.88K +3 +0.3%
WFP
3059
Wrenne Financial Planning
Kentucky
$514K +$114K +183 +27%
AWP
3060
Avid Wealth Partners
Texas
$513K +$141K +225 +35%
IRP
3061
Investment Research Partners
Pennsylvania
$513K +$65.7K +105 +14%
PB
3062
Prosperity Bancshares
Texas
$513K +$435K +696 +430%
E
3063
Evansbrook
Illinois
$511K +$535K +855 New
HC
3064
Hamilton Capital
Ohio
$510K -$640K -1,023 -55%
CWM
3065
CCG Wealth Management
California
$509K +$533K +852 New
AWM
3066
AAF Wealth Management
Massachusetts
$508K – – –
AWS
3067
Alliance Wealth Strategies
Virginia
$508K +$86.9K +139 +20%
CGFA
3068
Colton Groome Financial Advisors
North Carolina
$507K -$92.6K -148 -15%
GPWM
3069
Grant Private Wealth Management
California
$507K +$160K +256 +43%
KOC
3070
Koss-Olinger Consulting
Florida
$505K -$612K -978 -54%
HWM
3071
Horizons Wealth Management
North Carolina
$504K -$11.3K -18 -2%
TFA
3072
Tobias Financial Advisors
Florida
$504K +$111K +178 +27%
CAM
3073
Covenant Asset Management
New Jersey
$502K +$91.3K +146 +21%
EA
3074
Ellsworth Advisors
Ohio
$501K -$4.38K -7 -0.8%
AFG
3075
Allegheny Financial Group
Pennsylvania
$498K -$189K -302 -27%
121 122
123
124 125