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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
476
Litman Gregory Wealth Management
California
$3.27M +$3.53K +13 +0.1%
CFD
477
Creative Financial Designs
Indiana
$3.27M -$423K -1,558 -11%
CWM
478
Concentric Wealth Management
California
$3.24M +$2.17K +8 +0.1%
OWA
479
Outlook Wealth Advisors
Texas
$3.22M +$1.06M +3,920 +50%
WPP
480
Whalerock Point Partners
Rhode Island
$3.21M +$1.1M +4,040 +52%
BCM
481
Brookstone Capital Management
Illinois
$3.19M +$1.01M +3,736 +47%
CWM
482
Connecticut Wealth Management
Connecticut
$3.17M -$34.2K -126 -1%
SIC
483
Sigma Investment Counselors
Michigan
$3.03M -$160K -590 -5%
SWM
484
SVA Wealth Management
Wisconsin
$3.01M -$14.7K -54 -0.5%
RCA
485
Rowland Carmichael Advisors
Arizona
$3M +$257K +948 +9%
CCA
486
Cobblestone Capital Advisors
New York
$3M -$179K -660 -6%
HCA
487
Horan Capital Advisors
Ohio
$2.99M +$2.13M +7,842 +250%
LWM
488
Liberty Wealth Management
California
$2.96M -$22.8K -84 -0.8%
MWC
489
MBM Wealth Consultants
Missouri
$2.93M -$57.8K -213 -2%
IA
490
IFP Advisors
Florida
$2.93M +$2.93M +10,781 New
AIC
491
Ayalon Insurance Company
Israel
$2.93M – – –
BRWM
492
B. Riley Wealth Management
Tennessee
$2.91M +$1.18M +4,362 +69%
TIA
493
Traphagen Investment Advisors
New Jersey
$2.88M – – –
ACM
494
Azimuth Capital Management
Michigan
$2.88M +$122K +450 +4%
MWM
495
Mission Wealth Management
California
$2.85M +$256K +942 +10%
KPW
496
Kore Private Wealth
New York
$2.84M -$27.1K -100 -0.9%
WLIM
497
White Lighthouse Investment Management
Massachusetts
$2.82M +$191K +703 +7%
BI
498
Bredin Investment
Delaware
$2.81M – – –
PA
499
Pinnacle Associates
New York
$2.77M -$24.7K -91 -0.9%
GA
500
Gateway Advisory
New Jersey
$2.76M -$2.46M -9,058 -47%
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