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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1076
Hamilton Capital
Ohio
$326K -$918K -3,277 -70%
LPWM
1077
Lake Point Wealth Management
Texas
$326K -$25.8K -92 -6%
CMO
1078
Covenant Multifamily Offices
Texas
$326K -$19.6K -70 -5%
APP
1079
Avantax Planning Partners
Iowa
$323K +$8.13K +29 +2%
LFA
1080
Lighthouse Financial Advisors
Maryland
$323K +$40.1K +143 +12%
PPCM
1081
Pillar Pacific Capital Management
California
$321K +$1.96K +7 +0.5%
BDF
1082
Black Diamond Financial
Maryland
$320K -$1M -3,573 -73%
BAM
1083
Brave Asset Management
New Jersey
$320K – – –
JWM
1084
Janiczek Wealth Management
Colorado
$315K -$103K -367 -22%
GI
1085
Glovista Investments
New Jersey
$309K +$365K +1,304 New
LA
1086
LexAurum Advisors
Kansas
$308K -$18.5K -66 -5%
TAM
1087
Taurus Asset Management
New York
$308K – – –
EWM
1088
Executive Wealth Management
Michigan
$304K -$4.76K -17 -1%
ASW
1089
Astoria Strategic Wealth
Texas
$302K -$4.84M -17,261 -93%
TWM
1090
Titus Wealth Management
California
$301K -$14K -50 -4%
1IA
1091
1834 Investment Advisors
Wisconsin
$301K – – –
KCM
1092
Kathmere Capital Management
Pennsylvania
$300K -$98.3K -351 -22%
NGA
1093
Naples Global Advisors
Florida
$300K +$51.8K +185 +17%
GAM
1094
Gould Asset Management
California
$296K -$11.2K -40 -3%
NCM
1095
Northwest Capital Management
Oregon
$296K +$61.6K +220 +21%
MWM
1096
Meridian Wealth Management
Kentucky
$291K -$281K -1,004 -45%
GLR
1097
Great Lakes Retirement
Ohio
$290K -$981K -3,500 -74%
IWS
1098
Insight Wealth Strategies
California
$290K -$234K -834 -41%
CCM
1099
Covington Capital Management
California
$290K – – –
MAS
1100
Managed Account Services
Florida
$289K +$130K +464 +58%
42 43
44
45 46