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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1151
Knightsbridge Asset Management
California
$381K +$362K +1,345 New
PP
1152
PDS Planning
Ohio
$380K +$361K +1,340 New
PWA
1153
Providence Wealth Advisors
Illinois
$379K -$72.7K -270 -17%
TFO
1154
Tarbox Family Office
California
$372K +$137K +510 +63%
DWA
1155
Divergent Wealth Advisors
Utah
$371K +$81K +301 +30%
TNB
1156
Thomasville National Bank
Georgia
$370K -$237K -880 -40%
APC
1157
Aspire Private Capital
North Carolina
$369K -$2M -7,412 -85%
MFW
1158
Mosaic Family Wealth
Missouri
$368K -$57.1K -212 -14%
TAM
1159
Taurus Asset Management
New York
$368K – – –
PIG
1160
Pantheon Investment Group
California
$365K -$1.06M -3,949 -75%
1IA
1161
1834 Investment Advisors
Wisconsin
$360K – – –
RIG
1162
Ramiah Investment Group
Wisconsin
$359K +$341K +1,268 New
NGA
1163
Naples Global Advisors
Florida
$359K – – –
MWM
1164
Meridian Wealth Management
Kentucky
$357K +$8.34K +31 +3%
GFS
1165
GYL Financial Synergies
Connecticut
$356K -$85.3K -317 -20%
JWM
1166
Janiczek Wealth Management
Colorado
$355K -$21K -78 -6%
MWM
1167
MorganRosel Wealth Management
Colorado
$354K +$35.3K +131 +12%
FGP
1168
Foyston, Gordon, & Payne
Ontario, Canada
$353K +$8.34K +31 +3%
B
1169
Brightworth
Georgia
$353K +$27.7K +103 +9%
I
1170
INVST
Indiana
$351K -$807 -3 -0.2%
TL
1171
TrueWealth LLC
Georgia
$350K -$458K -1,700 -58%
EWM
1172
Executive Wealth Management
Michigan
$350K -$13.5K -50 -4%
GAM
1173
Gould Asset Management
California
$350K -$4.04K -15 -1%
BHB
1174
Bank Hapoalim BM
Israel
$349K -$118K -439 -26%
ASW
1175
Astoria Strategic Wealth
Texas
$349K -$17.8K -66 -5%
45 46
47
48 49