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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
476
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.28M +$3.27M +12,031 New
LGWM
477
Litman Gregory Wealth Management
California
$3.27M +$3.53K +13 +0.1%
CFD
478
Creative Financial Designs
Indiana
$3.27M -$423K -1,558 -11%
CWM
479
Concentric Wealth Management
California
$3.24M +$2.17K +8 +0.1%
OWA
480
Outlook Wealth Advisors
Texas
$3.22M +$1.06M +3,920 +50%
WPP
481
Whalerock Point Partners
Rhode Island
$3.21M +$1.1M +4,040 +52%
BCM
482
Brookstone Capital Management
Illinois
$3.19M +$1.01M +3,736 +47%
CWM
483
Connecticut Wealth Management
Connecticut
$3.17M -$34.2K -126 -1%
SIC
484
Sigma Investment Counselors
Michigan
$3.03M -$160K -590 -5%
SWM
485
SVA Wealth Management
Wisconsin
$3.01M -$14.7K -54 -0.5%
RCA
486
Rowland Carmichael Advisors
Arizona
$3M +$257K +948 +9%
CCA
487
Cobblestone Capital Advisors
New York
$3M -$179K -660 -6%
HCA
488
Horan Capital Advisors
Ohio
$2.99M +$2.13M +7,842 +250%
LWM
489
Liberty Wealth Management
California
$2.96M -$22.8K -84 -0.8%
MWC
490
MBM Wealth Consultants
Missouri
$2.93M -$57.8K -213 -2%
IA
491
IFP Advisors
Florida
$2.93M +$2.93M +10,781 New
AIC
492
Ayalon Insurance Company
Israel
$2.93M – – –
BRWM
493
B. Riley Wealth Management
Tennessee
$2.91M +$1.18M +4,362 +69%
TIA
494
Traphagen Investment Advisors
New Jersey
$2.88M – – –
ACM
495
Azimuth Capital Management
Michigan
$2.88M +$122K +450 +4%
MWM
496
Mission Wealth Management
California
$2.85M +$256K +942 +10%
KPW
497
Kore Private Wealth
New York
$2.84M -$27.1K -100 -0.9%
WLIM
498
White Lighthouse Investment Management
Massachusetts
$2.82M +$191K +703 +7%
BI
499
Bredin Investment
Delaware
$2.81M – – –
PA
500
Pinnacle Associates
New York
$2.77M -$24.7K -91 -0.9%
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