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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3376
Laidlaw Wealth Management
New York
– -$551K -1,022 Closed
SWTS
3377
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$542K -1,005 Closed
PPWP
3378
Proquility Private Wealth Partners
Nevada
– -$482K -893 Closed
NCM
3379
New Capital Management
Texas
– -$459K -852 Closed
BPW
3380
Bingham Private Wealth
California
– -$427K -792 Closed
AAA
3381
Adams Asset Advisors
Texas
– -$415K -770 Closed
CBA
3382
Coastal Bridge Advisors
Connecticut
– -$412K -765 Closed
SPF
3383
South Plains Financial
Texas
– -$412K -764 Closed
CF
3384
Concorde Financial
Texas
– -$404K -749 Closed
CCM
3385
Chickasaw Capital Management
Tennessee
– -$402K -747 Closed
RA
3386
Ransom Advisory
Rhode Island
– -$396K -735 Closed
RW
3387
Rockport Wealth
Ohio
– -$385K -714 Closed
VDI
3388
Vaughan David Investments
Illinois
– -$383K -711 Closed
SWIG
3389
Strategic Wealth Investment Group
Kentucky
– -$380K -705 Closed
JE
3390
JMAC Enterprises
Pennsylvania
– -$375K -695 Closed
NL
3391
NDWM LLC
California
– -$349K -648 Closed
BW
3392
Blalock Williams
Alabama
– -$334K -619 Closed
SCP
3393
Seizert Capital Partners
Michigan
– -$323K -600 Closed
GC
3394
Giverny Capital
Quebec, Canada
– -$315K -584 Closed
OA
3395
Oceanside Advisors
South Carolina
– -$311K -578 Closed
CICC
3396
Capital Investment Counsel (Colorado)
Colorado
– -$308K -572 Closed
WPIC
3397
White Pine Investment Company
Michigan
– -$296K -549 Closed
HIM
3398
Hanlon Investment Management
New Jersey
– -$289K -537 Closed
CCM
3399
Compass Capital Management
Minnesota
– -$280K -520 Closed
CCC
3400
Compass Capital Corp
Massachusetts
– -$287K -517 Closed
134 135
136
137 138