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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1276
Titus Wealth Management
California
$488K +$86.7K +266 +23%
RDWM
1277
Red Door Wealth Management
Tennessee
$487K -$23.5K -72 -5%
AA
1278
Alesco Advisors
New York
$486K -$40.4K -124 -8%
WCM
1279
Wealthcare Capital Management
Virginia
$486K – – –
BCA
1280
Bernzott Capital Advisors
California
$481K -$65.2K -200 -13%
CHJWM
1281
Carlton Hofferkamp & Jenks Wealth Management
Texas
$481K +$68.8K +211 +18%
CIAS
1282
CBIZ Investment Advisory Services
Ohio
$476K – – –
KAM
1283
Knightsbridge Asset Management
California
$476K – – –
MPWT
1284
MassMutual Private Wealth & Trust
Connecticut
$475K +$364K +1,118 +425%
GP
1285
Girard Partners
Pennsylvania
$473K +$146K +447 +48%
BWA
1286
Bordeaux Wealth Advisors
California
$468K +$444K +1,361 New
SW
1287
SlateStone Wealth
Florida
$466K -$13.3M -40,700 -97%
YWP
1288
YorkBridge Wealth Partners
New York
$466K +$45.6K +140 +12%
TAM
1289
Taurus Asset Management
New York
$465K – – –
MG
1290
Mather Group
Illinois
$464K +$177K +544 +68%
MFS
1291
Madrona Financial Services
Washington
$462K -$10.5M -32,226 -96%
WDG
1292
Wealth Dimensions Group
Ohio
$460K +$436K +1,338 New
NGA
1293
Naples Global Advisors
Florida
$458K +$25.8K +79 +6%
APP
1294
Avantax Planning Partners
Iowa
$455K -$652 -2 -0.2%
TFO
1295
Tarbox Family Office
California
$452K – – –
AWM
1296
Accel Wealth Management
Iowa
$449K +$426K +1,307 New
IWP
1297
Icon Wealth Partners
Texas
$448K +$24.4K +75 +6%
RMC
1298
Resources Management Corp
Connecticut
$447K -$10.1K -31 -2%
SFM
1299
Signet Financial Management
New Jersey
$446K – – –
CTA
1300
Chesley Taft & Associates
Illinois
$444K -$28.7K -88 -6%
50 51
52
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