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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
976
TrueWealth LLC
Georgia
$276K -$46.7K -172 -15%
3AM
977
3EDGE Asset Management
Florida
$276K +$275K +1,013 New
FCA
978
FLC Capital Advisors
California
$275K -$207K -761 -43%
ACA
979
Ackerman Capital Advisors
Texas
$273K – – –
QCM
980
Quest Capital Management
Texas
$272K +$57.5K +212 +27%
SI
981
Shaker Investments
Ohio
$271K +$270K +994 New
SPI
982
Santori & Peters Inc
Pennsylvania
$268K -$103K -379 -28%
CP
983
Camelot Portfolios
Ohio
$262K +$36.9K +136 +16%
LIA
984
LS Investment Advisors
Michigan
$260K – – –
RC
985
Roundview Capital
New Jersey
$260K +$21.7K +80 +9%
TWA
986
TCI Wealth Advisors
Arizona
$257K +$41K +151 +19%
ADL
987
Asset Dedication LLC
California
$256K – – –
BPB
988
Badgley, Phelps & Bell
Washington
$255K +$8.96K +33 +4%
OCM
989
Oakwood Capital Management
California
$254K +$1.09K +4 +0.4%
DPI
990
Diversified Portfolios Inc
Michigan
$253K – – –
BL
991
BFSG LLC
California
$253K +$25.8K +95 +11%
TW
992
TrinityPoint Wealth
Connecticut
$247K +$271 +1 +0.1%
CSIC
993
Clifford Swan Investment Counsel
California
$245K – – –
PWM
994
PRW Wealth Management
Massachusetts
$245K – – –
CFG
995
Cooper Financial Group
California
$244K -$11.1K -41 -4%
CAC
996
Certified Advisory Corp
Florida
$242K -$6.24K -23 -3%
IWA
997
Intercontinental Wealth Advisors
Texas
$240K -$12.2K -45 -5%
IIA
998
IPG Investment Advisors
California
$239K -$29.3K -108 -11%
MM
999
Main Management
California
$238K -$150K -554 -39%
KL
1000
KWMG LLC
Kansas
$238K – – –
38 39
40
41 42