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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1026
Orgel Wealth Management
Wisconsin
$424K -$8.77K -31 -2%
CCP
1027
Corient Capital Partners
California
$422K – – –
AFM
1028
Andesa Financial Management
Pennsylvania
$421K -$754K -2,666 -65%
SFG
1029
SNS Financial Group
Minnesota
$421K +$13.9K +49 +4%
CMO
1030
Covenant Multifamily Offices
Texas
$417K +$19.8K +70 +5%
CTC
1031
Central Trust Company
Missouri
$412K +$104K +369 +36%
LWS
1032
Lucia Wealth Services
California
$410K – – –
RIL
1033
Rothschild Investment LLC
Illinois
$409K +$42.4K +150 +12%
IAM
1034
Integre Asset Management
New York
$408K – – –
CC
1035
Claybrook Capital
Massachusetts
$408K +$283 +1 +0.1%
ML
1036
McAdam LLC
Pennsylvania
$407K +$4.53K +16 +1%
GWM
1037
Greenwich Wealth Management
Connecticut
$404K +$386K +1,365 New
LA
1038
LexAurum Advisors
Kansas
$404K +$386K +1,366 New
LNWWM
1039
Laird Norton Wetherby Wealth Management
California
$403K -$8.2K -29 -2%
BL
1040
BFSG LLC
California
$403K +$122K +433 +47%
GFPC
1041
Global Financial Private Client
Florida
$402K +$384K +1,358 New
PPCM
1042
Pillar Pacific Capital Management
California
$399K – – –
BAM
1043
Brave Asset Management
New Jersey
$399K +$382K +1,350 New
CPA
1044
Court Place Advisors
Maryland
$398K +$3.39K +12 +0.9%
VFM
1045
Vivid Financial Management
California
$398K +$368K +1,302 New
RMC
1046
Resources Management Corp
Connecticut
$394K +$31.4K +111 +9%
APP
1047
Avantax Planning Partners
Iowa
$394K +$63.6K +225 +20%
JA
1048
JOYN Advisors
Georgia
$393K +$2.26K +8 +0.6%
WW
1049
Westshore Wealth
California
$393K +$376K +1,329 New
TWM
1050
Titus Wealth Management
California
$391K +$2.83K +10 +0.8%
40 41
42
43 44