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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1001
TCV Trust & Wealth Management
Virginia
$430K – – –
OEP
1002
Ocean Endowment Partners
Illinois
$429K – – –
RIA
1003
Realta Investment Advisors
Delaware
$428K -$152K -543 -23%
CBFP
1004
Cedar Brook Financial Partners
Ohio
$428K -$36.1K -129 -7%
HFA
1005
Huber Financial Advisors
Illinois
$428K +$280 +1 +0.1%
OWM
1006
Orgel Wealth Management
Wisconsin
$428K +$105K +375 +26%
TWM
1007
Triton Wealth Management
Arizona
$428K +$453K +1,616 New
AIP
1008
Almanack Investment Partners
Pennsylvania
$426K +$504K +1,800 New
MCM
1009
MAI Capital Management
Ohio
$425K +$33.3K +119 +7%
RTS
1010
Round Table Services
New Jersey
$425K +$503K +1,796 New
AIM
1011
Axiom Investment Management
New York
$423K -$58.8K -210 -11%
MMA
1012
Miracle Mile Advisors
California
$422K -$65.3K -233 -12%
SFA
1013
Sequoia Financial Advisors
Ohio
$422K +$268K +957 +116%
DOA
1014
D'Orazio & Associates
Virginia
$420K – – –
PNC
1015
Park National Corp
Ohio
$420K +$9.53K +34 +2%
BO
1016
BRR OpCo
Ohio
$419K -$62.2K -222 -11%
RM
1017
Resource Management
Louisiana
$419K +$140K +499 +39%
SS
1018
Sunbelt Securities
Texas
$412K -$164K -585 -25%
BL
1019
BFSG LLC
California
$412K +$106K +377 +28%
RFN
1020
RDA Financial Network
Iowa
$411K +$63K +225 +15%
WP
1021
WealthShield Partners
North Carolina
$410K -$236K -844 -33%
PS
1022
Portfolio Solutions
Michigan
$409K +$169K +602 +54%
IA
1023
IFG Advisors
Missouri
$409K +$484K +1,727 New
LFG
1024
LifePlan Financial Group
Ohio
$408K – – –
CRC
1025
Curi RMB Capital
Illinois
$405K – – –
39 40
41
42 43