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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
1326
Financial Architects (New Jersey)
New Jersey
$502K +$163K +461 +50%
BWA
1327
Bordeaux Wealth Advisors
California
$496K – – –
WW
1328
Westshore Wealth
California
$496K +$483K +1,362 New
SW
1329
SlateStone Wealth
Florida
$494K – – –
CA
1330
Continuum Advisory
Idaho
$491K +$48.6K +137 +12%
CIAS
1331
Capital Investment Advisory Services
North Carolina
$490K -$584K -1,647 -55%
MFS
1332
Madrona Financial Services
Washington
$490K +$355 +1 +0.1%
WDG
1333
Wealth Dimensions Group
Ohio
$489K +$1.42K +4 +0.3%
TIM
1334
Tortoise Investment Management
New York
$488K +$28K +79 +6%
APP
1335
Avantax Planning Partners
Iowa
$486K +$3.9K +11 +0.8%
TFO
1336
Tarbox Family Office
California
$479K – – –
TAM
1337
Taurus Asset Management
New York
$474K -$18.4K -52 -4%
TCM
1338
Tradewinds Capital Management
Washington
$474K +$15.6K +44 +4%
CCM
1339
Covington Capital Management
California
$463K +$17K +48 +4%
EWM
1340
Executive Wealth Management
Michigan
$463K +$26.6K +75 +6%
EF
1341
Exeter Financial
Arizona
$463K +$204K +574 +82%
MF
1342
Montis Financial
Massachusetts
$462K -$109K -307 -20%
RIG
1343
Ramiah Investment Group
Wisconsin
$462K – – –
MWM
1344
MorganRosel Wealth Management
Colorado
$461K – – –
FFS
1345
Founders Financial Securities
Maryland
$460K +$40.4K +114 +10%
DMC
1346
Drexel Morgan & Co
Pennsylvania
$459K – – –
LIA
1347
LS Investment Advisors
Michigan
$459K +$100K +283 +29%
SAM
1348
S.A. Mason
Michigan
$458K +$60.3K +170 +16%
FGP
1349
Foyston, Gordon, & Payne
Ontario, Canada
$453K – – –
MCCP
1350
Mission Creek Capital Partners
California
$452K -$10.6K -30 -2%
52 53
54
55 56