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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1301
Ritter Daniher Financial Advisory
Ohio
$542K -$1.06K -3 -0.2%
PCS
1302
Personal CFO Solutions
New Jersey
$538K +$6.03K +17 +1%
MG
1303
Mather Group
Illinois
$536K +$43.3K +122 +9%
JFGIW
1304
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$535K +$113K +319 +28%
FC
1305
FCA Corp
Texas
$534K – – –
KAM
1306
Knightsbridge Asset Management
California
$533K +$28K +79 +6%
CRC
1307
Curi RMB Capital
Illinois
$528K -$11K -31 -2%
PG
1308
Prostatis Group
Maryland
$528K +$270K +760 +110%
ERWM
1309
Elk River Wealth Management
Colorado
$523K -$23.8K -67 -4%
WAM
1310
Weatherly Asset Management
California
$522K -$19.9K -56 -4%
CPA
1311
Court Place Advisors
Maryland
$522K +$3.55K +10 +0.7%
AIM
1312
Avity Investment Management
Connecticut
$521K +$110K +311 +28%
BCA
1313
Bernzott Capital Advisors
California
$520K +$9.57K +27 +2%
AA
1314
Alesco Advisors
New York
$517K +$1.77K +5 +0.4%
RDWM
1315
Red Door Wealth Management
Tennessee
$516K – – –
CC
1316
Cannell & Co
New York
$516K +$73.4K +207 +17%
TWM
1317
Titus Wealth Management
California
$515K -$1.77K -5 -0.4%
WCM
1318
Wealthcare Capital Management
Virginia
$515K – – –
WHG
1319
Westwood Holdings Group
Texas
$514K -$35.1K -99 -7%
BG
1320
Bollard Group
Massachusetts
$510K +$426K +1,200 +600%
RGC
1321
Roberts, Glore & Co
Illinois
$506K -$15.6K -44 -3%
CTA
1322
Chesley Taft & Associates
Illinois
$506K +$23.1K +65 +5%
MSAM
1323
Moloney Securities Asset Management
Missouri
$503K -$18.8K -53 -4%
ODCM
1324
Old Dominion Capital Management
Virginia
$502K -$88.7K -250 -15%
B
1325
Brightworth
Georgia
$502K +$40.1K +113 +9%
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