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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
3701
Dorato Capital Management
Colorado
$192K – – –
SOAMC
3702
Spirit of America Management Corp
New York
$192K -$15.6K -25 -8%
LWMI
3703
Legacy Wealth Management (Idaho)
Idaho
$191K +$144K +230 +258%
PIS
3704
POM Investment Strategies
North Carolina
$189K +$111K +178 +129%
IA
3705
IFG Advisory
Georgia
$184K -$37M -59,217 -99%
KPP
3706
Kings Path Partners
Texas
$184K +$3.75K +6 +2%
WWMSC
3707
Wagner Wealth Management (South Carolina)
South Carolina
$182K -$4.38K -7 -2%
JAWA
3708
John A. Wolfe & Associates
Michigan
$181K -$48.8K -78 -20%
KCM
3709
Key Capital Management
Tennessee
$180K -$57.5K -92 -23%
DCM
3710
Davis Capital Management
Florida
$180K +$5K +8 +3%
BWM
3711
Bullock Wealth Management
Indiana
$179K – – –
CCMINC
3712
Cardinal Capital Management Inc (North Carolina)
North Carolina
$177K +$186K +297 New
KC
3713
Knuff & Co
California
$177K -$41.9K -67 -18%
RF
3714
Roxbury Financial
New Jersey
$174K – – –
IWMA
3715
Ironwood Wealth Management (Arizona)
Arizona
$171K -$40.7K -65 -18%
CFG
3716
Clayton Financial Group
Missouri
$171K -$308K -492 -63%
YAL
3717
Your Advocates Ltd
Texas
$169K -$13.8K -22 -7%
FMP
3718
Financial Management Professionals
Texas
$168K -$38.7M -61,840 -100%
AP
3719
Aspect Partners
Virginia
$167K – – –
CFM
3720
Cornerstone Financial Management
Massachusetts
$161K – – –
BOJHT
3721
Bank of Jackson Hole Trust
Wyoming
$158K -$8.76K -14 -5%
JHCP
3722
Jackson Hole Capital Partners
Oklahoma
$158K – – –
FFP
3723
Frisco Financial Planning
Texas
$156K +$1.88K +3 +1%
WSFG
3724
Wall Street Financial Group
Illinois
$148K +$154K +247 New
FDW
3725
Fourth Dimension Wealth
Ohio
$146K -$225K -360 -60%
147 148
149
150 151