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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1251
Wipfli Financial Advisors
Wisconsin
$528K +$500K +1,535 New
FWSM
1252
First Wilshire Securities Management
California
$527K – – –
LA
1253
LexAurum Advisors
Kansas
$527K +$978 +3 +0.2%
WHG
1254
Westwood Holdings Group
Texas
$519K -$6.52K -20 -1%
CBFP
1255
Cedar Brook Financial Partners
Ohio
$518K -$190K -582 -28%
WPA
1256
Winning Points Advisors
Florida
$518K +$149K +457 +44%
ERWM
1257
Elk River Wealth Management
Colorado
$516K +$490K +1,502 New
SIAG
1258
Safeguard Investment Advisory Group
California
$516K +$490K +1,503 New
IAMOG
1259
Investors Asset Management of Georgia
Georgia
$512K -$79.5K -244 -14%
DLHL
1260
Donald L. Hagan LLC
Florida
$512K -$70.1K -215 -13%
RDFA
1261
Ritter Daniher Financial Advisory
Ohio
$512K +$486K +1,490 New
WAM
1262
Weatherly Asset Management
California
$511K +$9.13K +28 +2%
CRC
1263
Curi RMB Capital
Illinois
$509K – – –
SMG
1264
Smart Money Group
Texas
$505K -$1.96K -6 -0.4%
FC
1265
FCA Corp
Texas
$504K +$83.5K +256 +21%
IA
1266
Insight Advisors
Pennsylvania
$503K +$477K +1,463 New
APC
1267
Aspire Private Capital
North Carolina
$501K -$21.5K -66 -4%
PCS
1268
Personal CFO Solutions
New Jersey
$501K -$7.17K -22 -1%
CFG
1269
Cooper Financial Group
California
$501K +$118K +361 +33%
TWA
1270
TPB Wealth Advisors
Texas
$500K +$456K +1,400 New
FSA
1271
Fort Sheridan Advisors
Illinois
$499K -$4.24K -13 -0.9%
GWSG
1272
GPS Wealth Strategies Group
Colorado
$493K -$23.5K -72 -5%
MSAM
1273
Moloney Securities Asset Management
Missouri
$493K -$5.54K -17 -1%
RGC
1274
Roberts, Glore & Co
Illinois
$492K -$19.6K -60 -4%
CPA
1275
Court Place Advisors
Maryland
$489K +$3.26K +10 +0.7%
49 50
51
52 53