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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
3401
LVM Capital Management
Michigan
$404K – – –
OFA
3402
Oak Family Advisors
Illinois
$403K -$66.7K -100 -15%
IPAM
3403
Investment Partners Asset Management
New Jersey
$402K +$3.33K +5 +0.9%
WF
3404
Wayfinding Financial
Washington
$402K -$46.7K -70 -11%
AHB
3405
Abner Herrman & Brock
New Jersey
$402K +$38K +57 +11%
TDB
3406
Thompson David Blair
$400K -$236K -354 -38%
KC
3407
Karras Company
Utah
$400K +$113K +169 +41%
BHWM
3408
Beacon Hill Wealth Management
$400K +$388K +582 New
WFS
3409
Walker Financial Services
Kentucky
$400K +$667 +1 +0.2%
S
3410
Sachetta
Massachusetts
$398K +$70K +105 +22%
O3W
3411
Omni 360 Wealth
New Jersey
$397K +$4K +6 +1%
JBA
3412
Johnson Bixby & Associates
Washington
$397K +$385K +577 New
PCI
3413
Planning Center Inc
Illinois
$396K +$92K +138 +31%
DP
3414
DDD Partners
Washington
$396K +$667 +1 +0.2%
BWM
3415
Buska Wealth Management
Wisconsin
$396K -$10.7K -16 -3%
EWM
3416
Endowment Wealth Management
Wisconsin
$396K +$128K +192 +50%
PJSIMP
3417
P.J. Schmidt Investment Management (PJS)
Wisconsin
$395K -$55.3K -83 -13%
CICI
3418
Capital Investment Counsel Inc
North Carolina
$394K +$239K +359 +167%
CIS
3419
Connors Investor Services
Pennsylvania
$393K – – –
CL
3420
CPWA LLC
Oregon
$392K – – –
A
3421
Argentarii
Ohio
$392K -$59.3K -89 -14%
WA
3422
Winter & Associates
Minnesota
$391K -$201K -302 -35%
FSAG
3423
Financial Solutions Advisory Group
Illinois
$391K -$6.67K -10 -2%
SCM
3424
Seascape Capital Management
New Hampshire
$391K +$379K +569 New
PWM
3425
Peck Wealth Management
New York
$391K – – –
135 136
137
138 139