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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
901
Realta Investment Advisors
Delaware
$298K +$288K +1,151 New
OCM
902
Orser Capital Management
Texas
$293K – – –
MWM
903
MorganRosel Wealth Management
Colorado
$291K +$1.75K +7 +0.6%
GAM
904
Gould Asset Management
California
$289K – – –
NGA
905
Naples Global Advisors
Florida
$288K – – –
GWM
906
Geneos Wealth Management
Colorado
$287K +$39.2K +157 +17%
HFM
907
Hartford Financial Management
Connecticut
$285K – – –
SBSB
908
Sullivan, Bruyette, Speros & Blaney
Virginia
$282K -$31K -124 -10%
FC
909
Financial Consulate
Maryland
$281K -$9.74K -39 -3%
IF
910
IRON Financial
Illinois
$281K +$270K +1,082 New
NCM
911
Northwest Capital Management
Oregon
$280K +$270K +1,079 New
SCM
912
SOL Capital Management
Maryland
$276K – – –
AI
913
Accredited Investors
Minnesota
$276K +$20.7K +83 +8%
FA
914
Financial Advisors
Massachusetts
$275K – – –
SIM
915
Sterling Investment Management
Arizona
$275K – – –
IIA
916
IPG Investment Advisors
California
$275K +$264K +1,058 New
EWM
917
Empirical Wealth Management
Washington
$274K -$34.5K -138 -12%
TWA
918
TCI Wealth Advisors
Arizona
$272K +$5K +20 +2%
CAC
919
Certified Advisory Corp
Florida
$265K -$250 -1 -0.1%
CFG
920
Cooper Financial Group
California
$263K +$24.7K +99 +11%
CPA
921
Court Place Advisors
Maryland
$260K -$2.25K -9 -0.9%
RFN
922
RDA Financial Network
Iowa
$260K +$244K +975 New
CC
923
Cannell & Co
New York
$258K +$26.2K +105 +12%
JWM
924
Janiczek Wealth Management
Colorado
$256K – – –
GC
925
Grimes & Company
Massachusetts
$256K +$25K +100 +11%
35 36
37
38 39