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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
951
Epstein & White Financial
California
$258K -$64.6K -244 -21%
LIA
952
LS Investment Advisors
Michigan
$256K +$19.8K +75 +9%
VWM
953
Venturi Wealth Management
Texas
$254K -$61.4K -232 -20%
IBOK
954
Independence Bank of Kentucky
Kentucky
$253K +$66.1K +250 +36%
CFG
955
Cooper Financial Group
California
$252K -$20.4K -77 -8%
ADL
956
Asset Dedication LLC
California
$252K +$212K +800 +576%
DPI
957
Diversified Portfolios Inc
Michigan
$250K – – –
OCM
958
Oakwood Capital Management
California
$249K – – –
SDAM
959
Shulman DeMeo Asset Management
New York
$249K – – –
IWA
960
Intercontinental Wealth Advisors
Texas
$249K +$11.9K +45 +5%
CAC
961
Certified Advisory Corp
Florida
$245K -$29.6K -112 -11%
DHFB
962
Dixon Hubard Feinour & Brown
Virginia
$244K +$240K +907 New
LIC
963
Lodestar Investment Counsel
Illinois
$244K +$240K +908 New
BPB
964
Badgley, Phelps & Bell
Washington
$243K -$202K -763 -46%
VWM
965
Valley Wealth Managers
New Jersey
$243K +$239K +904 New
TW
966
TrinityPoint Wealth
Connecticut
$242K -$108K -410 -32%
CSIC
967
Clifford Swan Investment Counsel
California
$242K – – –
PWM
968
PRW Wealth Management
Massachusetts
$241K – – –
HCM
969
Hall Capital Management
Rhode Island
$240K -$84.7K -320 -26%
LWANC
970
Laurel Wealth Advisors (North Carolina)
North Carolina
$240K +$27.5K +104 +13%
HWA
971
HHM Wealth Advisors
Tennessee
$238K – – –
ODG
972
O'Dell Group
Ohio
$238K – – –
BHWA
973
Beacon Harbor Wealth Advisors
Virginia
$238K +$234K +884 New
ECM
974
ETrade Capital Management
Virginia
$238K +$234K +886 New
KL
975
KWMG LLC
Kansas
$235K -$1.85K -7 -0.8%
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