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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
726
ACG Wealth
Georgia
$670K +$86.2K +345 +15%
BOS
727
Bingham Osborn & Scarborough
California
$668K +$28K +112 +5%
PD
728
Planning Directions
Pennsylvania
$668K +$58.7K +235 +10%
PA
729
PFG Advisors
Arizona
$667K -$100K -402 -14%
ACM
730
Azimuth Capital Management
Michigan
$666K -$8.74K -35 -1%
AWM
731
Aries Wealth Management
Maine
$664K -$6K -24 -0.9%
QPWM
732
Quadrant Private Wealth Management
Pennsylvania
$658K +$500 +2 +0.1%
IAA
733
Ironsides Asset Advisors
North Carolina
$657K – – –
AIM
734
Axiom Investment Management
New York
$657K +$17.5K +70 +3%
BWM
735
Buckley Wealth Management
Nevada
$654K – – –
TI
736
Truepoint Inc
Ohio
$651K -$21.5K -86 -3%
CCM
737
Carlson Capital Management
Minnesota
$650K +$164K +656 +35%
MM
738
Meridian Management
Arkansas
$648K -$9.99K -40 -2%
AIM
739
Allen Investment Management
New York
$647K +$3.25K +13 +0.5%
TFS
740
TrustCore Financial Services
Tennessee
$646K +$622K +2,489 New
MCM
741
McRae Capital Management
New Jersey
$643K +$199K +798 +48%
EAM
742
Evanson Asset Management
California
$641K – – –
CAG
743
Crestwood Advisors Group
Massachusetts
$635K -$77.4K -310 -11%
AWA
744
Alaska Wealth Advisors
Alaska
$627K +$24.5K +98 +4%
RIA
745
Regal Investment Advisors
Michigan
$626K +$8.24K +33 +1%
GIA
746
Guyasuta Investment Advisors
Pennsylvania
$626K +$53.2K +213 +10%
BHWM
747
Bay Harbor Wealth Management
Maryland
$624K +$12.7K +51 +2%
LIA
748
LBMC Investment Advisors
Tennessee
$623K -$81.9K -328 -12%
SIA
749
Starfire Investment Advisers
Michigan
$621K +$1.5K +6 +0.3%
ECM
750
EagleClaw Capital Management
Massachusetts
$614K – – –
28 29
30
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