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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
1176
Mission Creek Capital Partners
California
$422K -$136K -446 -25%
LFA
1177
Lighthouse Financial Advisors
Maryland
$420K – – –
TIM
1178
Tortoise Investment Management
New York
$419K -$78.9K -259 -16%
TAM
1179
Taurus Asset Management
New York
$416K +$15.8K +52 +4%
DPI
1180
Diversified Portfolios Inc
Michigan
$415K -$10.7K -35 -3%
PPCM
1181
Pillar Pacific Capital Management
California
$415K – – –
NWP
1182
Northstar Wealth Partners
Connecticut
$410K -$53K -174 -12%
RMC
1183
Resources Management Corp
Connecticut
$410K -$39.6K -130 -9%
SFM
1184
Signet Financial Management
New Jersey
$410K – – –
APP
1185
Avantax Planning Partners
Iowa
$408K -$66.4K -218 -14%
FHC
1186
First Horizon Corporation
Tennessee
$405K +$402K +1,318 New
TFO
1187
Tarbox Family Office
California
$404K – – –
DWA
1188
Divergent Wealth Advisors
Utah
$403K – – –
CC
1189
Chanos & Company
New York
$395K -$724K -2,375 -65%
RIG
1190
Ramiah Investment Group
Wisconsin
$390K – – –
GFS
1191
GYL Financial Synergies
Connecticut
$388K +$1.83K +6 +0.5%
TFM
1192
TFC Financial Management
Massachusetts
$388K +$384K +1,261 New
NGA
1193
Naples Global Advisors
Florida
$386K -$3.05K -10 -0.8%
ASW
1194
Astoria Strategic Wealth
Texas
$386K – – –
MWM
1195
MorganRosel Wealth Management
Colorado
$385K +$1.52K +5 +0.4%
CHJWM
1196
Carlton Hofferkamp & Jenks Wealth Management
Texas
$384K +$87.7K +288 +33%
B
1197
Brightworth
Georgia
$383K – – –
FGP
1198
Foyston, Gordon, & Payne
Ontario, Canada
$383K – – –
AAP
1199
Arax Advisory Partners
Colorado
$381K -$268K -881 -42%
JWM
1200
Janiczek Wealth Management
Colorado
$381K -$4.26K -14 -1%
46 47
48
49 50