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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
776
Windham Capital Management
Massachusetts
$3.35M – – –
BCM
777
BTC Capital Management
Iowa
$3.35M +$3.45M +8,500 New
XWM
778
Xcel Wealth Management
Florida
$3.34M – – –
JIC
779
Johnson Investment Counsel
Ohio
$3.32M +$114K +282 +3%
LWM
780
Liberty Wealth Management
California
$3.3M +$18.7K +46 +0.6%
CA
781
Claro Advisors
Massachusetts
$3.29M +$192K +474 +6%
NWS
782
Newport Wealth Strategies
California
$3.28M -$15.8K -39 -0.5%
KWM
783
Keebeck Wealth Management
Illinois
$3.27M -$29.3M -72,183 -90%
TFA
784
Teamwork Financial Advisors
Texas
$3.26M -$43.4K -107 -1%
TCOO
785
Trust Company of Oklahoma
Oklahoma
$3.25M -$242K -597 -7%
MCG
786
McCollum Christoferson Group
New York
$3.25M -$110K -270 -3%
JGUA
787
John G. Ullman & Associates
New York
$3.25M +$782K +1,928 +31%
WLIM
788
White Lighthouse Investment Management
Massachusetts
$3.24M +$159K +391 +5%
PFS
789
Prospera Financial Services
Texas
$3.24M +$88.4K +218 +3%
FPTW
790
Franklin, Parlapiano, Turner & Welch
Texas
$3.23M -$10.1K -25 -0.3%
NB
791
Nicolet Bankshares
Wisconsin
$3.23M +$363K +895 +12%
FPCM
792
Financial Partners Capital Management
New York
$3.22M +$64.9K +160 +2%
KA
793
Klingman & Associates
New York
$3.22M +$51.1K +126 +2%
RIG
794
Roosevelt Investment Group
New York
$3.22M – – –
IA
795
IFG Advisors
Missouri
$3.21M +$1.12M +2,760 +51%
MFG
796
Merit Financial Group
Georgia
$3.2M +$15K +37 +0.5%
FFWM
797
Future Financial Wealth Management
Ohio
$3.2M – – –
WPP
798
Whalerock Point Partners
Rhode Island
$3.2M – – –
PWMAG
799
Pinnacle Wealth Management Advisory Group
New Jersey
$3.2M +$473K +1,167 +17%
BWAM
800
Boyd Watterson Asset Management
Ohio
$3.19M – – –
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