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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
3301
LWM Advisory Services
Florida
$368K – – –
BC
3302
BDFS Capital
Delaware
$368K +$365K +587 New
GWP
3303
Gen-Wealth Partners
Michigan
$368K – – –
TI
3304
Trexquant Investment
Connecticut
$367K +$150K +241 +70%
SCM
3305
Schnieders Capital Management
California
$367K +$11.2K +18 +3%
LEFP
3306
Leading Edge Financial Planning
Tennessee
$366K +$3.73K +6 +1%
IPAM
3307
Investment Partners Asset Management
New Jersey
$364K -$4.35K -7 -1%
LCM
3308
LVM Capital Management
Michigan
$362K – – –
O3W
3309
Omni 360 Wealth
New Jersey
$362K +$1.86K +3 +0.5%
MKA
3310
M. Kulyk & Associates
Georgia
$362K +$1.86K +3 +0.5%
WCMN
3311
Westchester Capital Management (Nebraska)
Nebraska
$361K – – –
OWA
3312
Opal Wealth Advisors
New York
$361K +$24.9K +40 +7%
AHC
3313
Adell Harriman & Carpenter
Texas
$359K -$95.1K -153 -21%
CIS
3314
Connors Investor Services
Pennsylvania
$359K – – –
ACM
3315
Aurdan Capital Management
Pennsylvania
$359K +$32.9K +53 +10%
RA
3316
Rubicon Advisors
California
$358K +$354K +570 New
FWM
3317
Forefront Wealth Management
Pennsylvania
$357K – – –
CA
3318
Chatterton & Associates
California
$357K +$354K +570 New
DP
3319
DDD Partners
Washington
$357K +$83.9K +135 +31%
NCM
3320
Northside Capital Management
Oregon
$357K +$97.6K +157 +38%
PWM
3321
Peck Wealth Management
New York
$357K – – –
CL
3322
CVFG LLC
Indiana
$356K -$151K -243 -30%
VFO
3323
Virtus Family Office
Texas
$356K -$116K -186 -25%
HIS
3324
Harvest Investment Services
Illinois
$356K +$104K +168 +42%
CCA
3325
Conservest Capital Advisors
Pennsylvania
$355K – – –
131 132
133
134 135