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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1001
Squar Milner Financial Services
California
$474K -$849 -3 -0.2%
QAM
1002
QCI Asset Management
New York
$467K +$3.39K +12 +0.8%
AW
1003
Avion Wealth
Texas
$465K -$28.6K -101 -6%
GFS
1004
GYL Financial Synergies
Connecticut
$458K +$70.4K +249 +19%
LWANC
1005
Laurel Wealth Advisors (North Carolina)
North Carolina
$456K -$15.6K -55 -3%
CIAS
1006
CBIZ Investment Advisory Services
Ohio
$456K – – –
SQA
1007
Simon Quick Advisors
New Jersey
$455K +$105K +370 +32%
VCP
1008
Verus Capital Partners
Arizona
$454K +$434K +1,535 New
FC
1009
Financial Consulate
Maryland
$453K -$84.9K -300 -16%
FWSM
1010
First Wilshire Securities Management
California
$453K – – –
CCMG
1011
Clark Capital Management Group
Pennsylvania
$453K +$48.4K +171 +13%
RFN
1012
RDA Financial Network
Iowa
$453K +$50.4K +178 +13%
RDWM
1013
Red Door Wealth Management
Tennessee
$450K +$423K +1,497 New
KOCAA
1014
Knights of Columbus Asset Advisors
Connecticut
$448K +$428K +1,514 New
OEP
1015
Ocean Endowment Partners
Illinois
$447K +$512K +1,811 New
HCIA
1016
Hochman Cole Investment Advisors
Illinois
$445K -$10.5K -37 -2%
AIC
1017
Archer Investment Corporation
Indiana
$439K +$99.6K +352 +31%
MFW
1018
Mosaic Family Wealth
Missouri
$437K – – –
NFG
1019
NewFocus Financial Group
Washington
$437K – – –
LPWM
1020
Lake Point Wealth Management
Texas
$435K +$416K +1,470 New
SAM
1021
SP Asset Management
California
$432K -$9.05K -32 -2%
WAM
1022
Weatherly Asset Management
California
$432K – – –
HWM
1023
Howard Wealth Management
Connecticut
$431K +$413K +1,460 New
BWCS
1024
Beirne Wealth Consulting Services
Connecticut
$430K -$100K -354 -20%
PP
1025
Parplus Partners
New York
$429K +$410K +1,449 New
39 40
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